Applies to: Admins
When you import new customers into Endear, you may want to also create an audience of customers just from this import. Here's how.
Solution Overview
Step 1. As you're importing, use the Transform tool to add tags.
-Click on Transform.
-Type in the tag/s you want to add, then type @tags. You can use commas to add multiple tags.
-Click Enter.
-Review the tags and click on Transform Data to save.
All customers who are imported will have the tags you’ve added. You can choose to modify or add additional tags, but you'll need at least one tag in order to create an audience.
Step 2. Once your customers are imported, you can create an Audience using the tag from your import. Click on the All Customers audience, then click on Filters > Tag > Is... and then search for the tag you applied to your import of customers.
Step 3. Once you've applied the tag filter, you can continue to filter down even further if you so choose. Otherwise, click Save to create your Audience. It will now appear in your Created by Me section.
Step 1. As you're importing, use the Transform tool to add tags.
Click on Transform.
Type in the tag/s you want to add, then type @tags. You can use commas to add multiple tags.
Click Enter.
Review the tags and click on Transform Data to save.
All customers who are imported will have the tags you’ve added. You can choose to modify or add additional tags, but you'll need at least one tag in order to create an audience.
Step 2. Once your customers are imported, you can create an Audience using the tag from your import. Click on the All Customers audience, then click on Filters > Tag > Is... and then search for the tag you applied to your import of customers.
Step 3. Once you've applied the tag filter, you can continue to filter down even further if you so choose. Otherwise, click Save to create your Audience. It will now appear in your Created by Me section.
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