Manual Segments allow you to create static lists of Subscribers from lists you already have or by manually adding subscribers from your Audience list. To create a new Manual Segment, go to Audience > Segments, then click the blue Create New button.

Select the Manual option at the top of the page. Then, follow the steps below:

Type a unique Segment name in the space provided.

Click the Save Name button.

After your Manual Segment is named and saved, it will be available in your Segments list for you to add new subscribers to.

You can add users manually from your Audience list or you can upload a list that is already prepared. To add users manually from your Audience List, please review the steps here: How to Update a Manual Segment.

To begin by uploading a list, a .CSV or .TXT file can be used to import user information. For your convenience, we have provided some additional resources to help you organize your file!

Below the Upload File box we have included a Data Template that you can download to help you organize your people data! The first tab of this template explains how to use this template as well as Best Practices.

You’ll be required to format your import file with the following specifications:

You can upload your file in two ways:

After uploading your file, you will be provided a validation page where you can see how many Total Records were included, and the first two records of each attribute.

If your record fails validation, you will see a list of errors. You will need to fix the errors and re-upload to continue with this process.

If you used a header that is not in the list of accepted fields it will appear in the table as Ineligible Header Columns, (see the highlighted row in the example above). Our system will simply skip this column and allow you to proceed with the eligible rows.

To re-upload the file click Cancel. Once you are ready to move on, click Continue.

Here you can Select the Opt-In Status of the Subscribers included in your upload.

You will also have the option to overwrite any existing subscriber’s opt-in status. Check the box next to Yes, Modify Opt-In status of existing subscribers if current Subscribers are included in the list you are uploading AND you want to modify their Opt-in Status.

Please Note: The Add to Manual Segments option will be locked because the file that you are uploading will automatically be assigned to the Manual Segment that you are creating.

Here you can select if you want to Merge Data or Overwrite Data.

Each option has a Method Explanation as well as a Risk Factor. If you aren’t sure, click See Example below the Method Explanation to decide which option is better suited for your data and intentions.

Please Note: If your audience is managed via integration with an outside system, the next time that system syncs, the conflicting rows could be overwritten again.

If you choose to Overwrite Data, when clicking Continue, you will have to type OVERWRITE in the provided box to confirm your selection due to the high-risk nature of this option.

After you’ve made your selection, click Continue.

Confirm the information which is presented in the table matches your expectations. If any of your previous System Settings or Conflict Management selections need updates click the Edit button to go back to that step in the upload process.

To continue, Acknowledge that you have the consent of all individuals on your list to subscribe them to your Instance and have their information used according to Cerkl’s Privacy Policy. To verify that you have their consent, check the box before "I have the consent of all individuals on this list to subscribe them to my Cerkl and have their information used according to Cerkl's Privacy Policy."

Then click the Submit button to begin processing.

By default, all Segments are created with limited Access Permissions to the creator and all Administrators. If you would like your Segment available for your entire Team or select Team Members, you can configure permissions by clicking the Lock Button in the top right corner of the Segment creator.

For more information about configuring Access Permissions, please review: Segment Access Permissions.

After you click Submit, your Import Status page will appear showing where your file us in the processing queue of your organization.

You can review upload history and the upload queue anytime from Audience > Import List. Click Information symbol in the top right corner.

When your import is complete, you will receive a verification email (pictured below) with the details of your Import. Check your inbox in the next few minutes to see the success status of your import.

Important Information for Managed Child Cerkls

The Menu option ‘Import List’ is disabled for organizations whose audience is managed by a Parent organization. Don’t worry - all of the functions you had before for segments are still there!

To import a list, go to Segments and select Create New or Edit an already created Segment. Only the Email address field is regarded in file uploads for managed child instances, so including other fields in your file is unnecessary.

Because the Import List page is disabled, managed children cannot view the upload history and the upload queue panel.

If you have any questions at all, please don't hesitate to reach out to us at support@cerkl.com or use the support Chat toward the bottom right-hand corner of any cerkl.com page.