It's time to add a new Manual Segment to your Instance.

To create a new Manual Segment, go to Audience > Segments > click the blue Create New button > choose Manual at the top of the page. Then, follow the steps below:

  1. Enter your Manual Segment's name in the space provided.

  2. Click Save Name.

  3. Drag and drop your CSV file into the upload area OR click Select File and choose a CSV file from your computer.

    Please Note: Before selecting a file from your computer, be sure to take a peek at our Spreadsheet Help section located below the upload area to make sure your CSV is in the correct format.

  4. Once you select a file, you will have the following toggle/check box options:

    • "This list will only receive Email Blasts": Toggle this option ON if the list of Subscribers in the CSV should only receive Email Blasts and should NOT receive personalized Digests from your Instance. At the most basic level, you are setting the Opt-in Status to Email Blasts Only.

    • "Modify the opt-in status of existing audience members": Toggle this option ON if there are current Subscribers included in the CSV and you want to modify their Opt-in Status.

      • If Subscriber’s should be modified to receive only Blasts, ensure “This list will only receive Email Blasts” is also toggled ON.

      • If Subscriber’s should be modified to receive both Blasts and News Digests, ensure only “Modify the Opt-in Status of Existing audience Members” is toggled ON.

    • Consent check box: Before you can finish your import, you’ll need to verify that you have consent of all the individuals on your list to subscribe them to your Instance and have their information used according to Cerkl’s Privacy Policy. To show you have the consent of the individuals in your file, check the box.

  5. After you choose the toggles you want on/off and check the consent box, click Submit to upload your CSV and create your Segment.

  6. After you click Submit, your Segment will start to load. When it's complete, you will receive a verification email (pictured below) with the details of your import.

To learn how upload a new CSV to an existing Manual Segment, check out this article.

If you have any questions at all, don't hesitate to reach out to us at

support@cerkl.com or use the chat bot in the bottom right-hand corner of any cerkl.com page for a quick answer.

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