The Segmentation Upload operation enables you to associate interests with constituents in your Luminate Online database. You can also use this upload to remove interests from constituents in your Luminate Online database when necessary.
Before you can run this upload, all constituents for the upload must already be in your Constituent360 database. Therefore, it may be necessary to run a Constituent Data Upload first to ensure that all contact records are in Luminate Online.
Note: With the Release of Luminate Online Version 5.1.0, you can include an Interest ID field in the Constituent Data Upload CSV file - often eliminating the need for a separate Segmentation Upload operation.
The CSV file for the Segmentation Upload must contain the primary email addresses or the Member IDs of the constituents with whom you would like to associate (or disassociate) an Interest - for matching with their Constituent360 contact records. The upload file must also contain one of the following:
The Name of the Interest with which you are associating the constituents:
If you include the Name field and the Interest you specify already exists, the upload operation will add or remove the Interest from each constituent’s Cons360 profile record; If opt-in and opt-out groups exist for the Interest Category, those groups will be populated as well.
If the Named Interest does not exist, the system will create the Interest as an Email Interest and create Opt-In and Opt-Out groups associated with that Interest. Those groups will be populated accordingly.
The Interest ID of the Interest with which you are associating each constituent. You can either include Luminate Online Interest IDs in the upload file or include foreign interest values that have been cross-referenced to Luminate Online Interest IDs. The upload operation will add or remove the Interest from each constituent’s Cons360 profile record. If you have created opt-in and opt-out groups for the Interest Category, those groups will be populated as well.
The file must also indicate whether you would like each constituent opted-in or out of the corresponding Interest.