Bulk Upload Audience Feature Documentation

Bulk Upload Audience Feature Documentation

Overview

The Bulk Upload Audience feature allows users to upload audience data via a CSV file. The system processes the file, updates the audience segment, and provides real-time status updates.

Upload File Requirements

  • File Format: CSV (Manually Uploaded)

  • Maximum File Size: 10 MB

Upload Process

1. Select and Upload a CSV File:

  • Users must select a CSV file for upload.

  • Upon upload, the Status column in the UI will display IN PROGRESS.

2. Monitoring Upload Progress:

  • While the file is IN PROGRESS, users can check the number of uploaded audiences by clicking the Refresh button.

  • Once the total audience is uploaded, the status changes to COMPLETED.

  • If an issue occurs during the upload, the status will change to FAILED.

3. Restrictions During Upload:

While the file is IN PROGRESS, users cannot:

  • Delete or add customers.

  • Assign the segment audience file to any campaign.

Post-Upload Actions

After the status changes to COMPLETED, users can:

  • Upload another audience file (max 10 MB) in the same segment.

  • Continue uploading new files after each completion.

  • Delete the audience segment if needed.

  • Assign the segment audience file to any campaign.

Re-uploading the Same File

If the same file is uploaded again:

  • The status will change to IN PROGRESS while the system checks for new customers.

  • If no new customers are found, clicking Refresh will change the status to COMPLETED.

  • If new customers are found, they will be added to the segment.

Error Handling & Deletion

  • The audience segment can only be deleted if the status is COMPLETED or FAILED.

User Notifications & Status Screens

Upload Started Notification

When an upload starts, users receive a pop-up notification:

📌 Title: Upload started successfully!
📌 Description: Your [Segment_name] audience upload is now in progress. Please refresh to see the current status.

Upload Status - IN PROGRESS

Status: IN PROGRESS
User Actions:

  • Cannot delete or add customers.

  • Cannot assign the segment audience file to any campaign.

  • Can refresh to check the progress.

Upload Status - COMPLETED

Status: COMPLETED
User Actions:

  • Can upload another file.

  • Can assign the segment audience file to any campaign.

  • Can delete the audience segment.


Upload Status - FAILED

Status: FAILED
User Actions:

  • Can delete the audience segment.


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