👩💻 At a Glance
You can manually import audience members to your campaigns using a CSV file.
It's a great way to add supporters to journeys, market to past participants and re-engage campaign audiences.
You also have the option to apply custom actions during import. Examples include adding tags, creating registrations and generating fundraising pages.
Important: You must use Social Sync's CSV template or the file will be rejected when uploaded. The CSV template can be downloaded in the Audience Import section.
Download Social Sync's Audience Import template, edit the file and save it to your computer. Select this CSV file when prompted to upload a CSV for the audience import.
Manual audience import using CSV file
To manually import audience data to Social Sync using the Audience Import:
Click "Import" – In System Imports, click on the "Import" button next to Audience Import.
Upload your audience file – In the popover, upload the CSV file. Make sure you're using the Social Sync template.
Select the destination – Select the campaign you would like to upload the audience data to and click continue.
Upload status – If the CSV import is successful, the page will say "upload successful" and you'll be prompted to exit. If the CSV import is unsuccessful, "Error Loading" will appear and you'll be prompted to retry uploading the CSV file. Make sure you're using the Social Sync CSV template before retrying.
Apply custom actions – Before importing, you have the option to add an action for the audience members in the CSV file. Actions include:
Create Registration
Create Fundraiser
Add Campaign Tag
Import – Once you're happy with the selected actions, click Import.
Custom actions will start firing – Once the data has been imported, the selected custom actions will be applied to the imported data.