This short user guide will show you how to take advantage of Campaign Manager’s automated import facility via the Dynmark FTP using Import Templates.
Once you have logged on to the Cloud Portal and launched Campaign Manager, use the navigation menu on the left of the screen to go to Contacts and then Import Templates.
The Import Templates page will show you a list of any current import templates that you have, and allow you to create a new Import Template by clicking “Create New Template”.
In order to create a new import template you will first need a campaign template, see our Campaign Templates user guide in the below link:
On 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) and finally the techie bit; you need to enter your “Filename Match Expression”. Campaign Manager 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 Manager will pick up any filename that starts NewMembersSMS and has some digits after it (0-9) (e.g. NewMembersSMS20120912).
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 Manager would be able to pick them up. If the Filename Match Expression = NewMembersSMS20120912.csv then Campaign Manager will only pick up the file that is dated 12th September 2012.
Note : Campaign Manager 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 I have here.
You can test your file name in Match Expression Testing; here you can enter an example file name and test it. Simply enter your example file name, including the extension (e.g. .csv) and click “Add to List”. Then you can enter as many examples as you like and click “Test>>” to see which ones your expression will pick up.
Once you are satisfied with your filename, you can click “Next”. On the next page, under Import Contact Data File you must choose a demonstrative file to import. This should match the format of the files you plan to upload to the FTP.
Note : We recommend you to import the actual contacts file only with the header fields so that the header fields in the import template match exactly with the header fields in the contacts file when the it is dropped in the FTP location.
Under Data Mapping you must map the fields in your file to the custom fields in Campaign Manager. Campaign Manager will then remember your fields for the future.
Under Details & Conflict Resolution select the business unit you want to import into, the country your mobile numbers are formatted for, and the action you want to take when Campaign Manager encounters a conflict. DO NOT select “Stop Import” here, as your import will not be completed and no campaign will be deployed following it.
You can then 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 Dynmark FTP that matches the specifications you have laid out in your template, your file will be imported, and if the template calls for it, a campaign deployed.