This section explains how to take advantage of Campaign Builder’s Automated Import facility via an auto FTP location using Import Templates.
The Automated Import Templates page will show details of any current Import Templates. To create a new Import Template by click ‘Create Import Template’.
This will open the Create Import Template page, you will need to fill in several sets of details. Under Import Template Details you will need to give your template a name, choose whether you want to deploy a campaign after the import is completed (e.g. automatically) or not to run a campaign.
Finally the techie bit; you need to enter your Filename Match Expression. Campaign Builder needs to be able to recognise the file you will use in order to distinguish it from any other files that are placed on the FTP.
For example: Filename Match Expression = NewMembersSMS[0-9]*.csv
This expression means that Campaign Builder will pick up any filename that starts NewMembersSMS and has some digits after it (0-9) (e.g. NewMembersSMS12092012).
N.B. You could also use NewMembersSMS[a-z]*.csv, which would allow the campaign name to be followed by more than 1 lower case letter.
This means that a NewMembersSMS file could be uploaded every day and Campaign Builder would be able to pick it up. If the Filename Match Expression = NewMembersSMS12092012.csv then Campaign Builder will only pick up the file that is dated 12th September 2012.
Please Note: Campaign Builder will only import a file name once, you must use a unique file name each time you wish to import. A good way to do this is to include the date in your file name like the examples above.
You can test your file name in Match Expression Testing; here you can enter an example file name and test it. Enter your example file name, including the extension (e.g. .csv) and click Validate. If the example file name is valid a green tick and the words ‘Valid filename’ will appear under the example.
Once you are satisfied with your file name, click ‘Next’.
On the next page, you must choose an example file to import. This should match the format of the files you plan to upload to the FTP. This process is exactly the same as Manual Import. Click ‘Process File’ to proceed.
Please Note: We recommend you import the data file you intend to use on the FTP, so that the fields in the import template match exactly with the fields in the data file when it is dropped in the FTP location.
Data Mapping allows you to map fields from your XLS/CSV file to your User Properties. Campaign Builder will automatically read the headings on your file, and then allow you to map them accordingly. Validation Rules will show the rules that apply to each of the fields (e.g. Maximum field length of 25 chars). You can choose to truncate or trim the User Properties if they do no match the Validation Rules. Truncate will chop the field to satisfy the Validation Rules and prevent the import from returning an error. Trim will cut unwanted whitespace (can include spaces or tabs) from the start and end of the field on import making the import field data more accurate.
The bottom of the page details Conflict Resolution.
You need to select;
- What you would like to do if duplicate user IDs are encountered
- What you would like to do if existing test users are encountered
There is a drop-down menu for all the Conflict Resolutions options. If you choose ‘Stop Import’ you will need to manually resolve the issue once Campaign Builder has uploaded the contacts. If you choose either ‘Ignore All’ or ‘Use First’ Campaign Builder can continue the import to completion.
Click ‘Confirm Import’ to save your template and you will be returned to the Import Templates page. Here you can edit and delete your templates.
Once your template is set up, when a file is uploaded to the FTP location associated with your account that matches your template, it will be imported, and if the template calls for it, a campaign deployed.