The Audience Import Utility is designed for organizations which use SFTP Audience file uploads. When first setting up Audience file uploads with your Implementation Project manager or Customer Success Manager, this utility allows you to Create a New File Map, as well as review your already mapped files, report log, and adjust settings.

If your organization already has files mapped, the utility will present you with a list of the currently mapped files in the order of priority.

Here you can see the following:

Clicking this button will open a window where you can choose a new processing order. To re-order your files, click the 6 dots and drag and drop the files into the correct order.

We will process files in the order that they are assigned. The hierarchy determines which pieces of data are used when there is a conflict. This means that file #1 is the "ultimate source of truth".

Here you can update your file name. File Names to be an exact match to the file name on the SFTP server. This is case sensitive.

File naming best practices:

Clicking this will open a modal where you can see the following:

Clicking this will open a modal where you can delete your mapped file.

Here you can see a per-day report of the successes and failures of your file processing. Report logs can be viewed up to the past 90 days. You can click on a day on the calendar on the left side of the screen to see that day’s processing report.

Please Note: When all of the files are not present, you will need to add the missing files before the next processing time.

Total Audience

The total number of Audience Members in your Organization

Subscribed

The total number of individuals that were subscribed after successfully processing all of the files

Unsubscribed

The total number of Subscribers that were unsubscribed after successfully processing all of the files **see note below**

Data Conflicts

The total number of conflicts that were found after successfully processing all of the files

Processing Order

The name of your files and the order that they were processed in. Ordering files is how you determine where conflicts between files will be resolved, where file #1 is the correct data. Blank data for a row are ignored. If included in another file, the next ordered file with that data will used as the correct data.

File Found

If your file was sent to Broadcast and we were able to locate it.

Records

The number of records that were processed for that file

Conflicts

The number of conflicts that were noted in that file.

File Report

Downloadable report that will state the conflicts and any validation errors found in each file.

(Each row is a different day’s outcome)

File Report Conflict Example:

In the Conflict Report, “Attribute” will use Broadcast’s Attribute names.

If you send us “Segment JSON” from multiple systems, they are additive and will be an exception to conflicts.

Example: System 1 says I should be in Segments A, B, and C. System 2 says I should be in Segments D and E. When processed, these would combine and I would be in all of the Segments (A-E)

Invalid Data Type: System data type does not match the Broadcast data type that you mapped it to.

Invalid Format: Email addresses, dates, or JSON fields are in the incorrect format

Invalid Id value: ID used that is not accepted.

Restricted Domain: An email address(es) in the file is not one of the Instance’s allowed domains.

Invalid Character: Invalid character is used in the file.

Reports to Self: Individual is listed as reporting to themselves

Required Missing: Empty values for External Id, Email, or First name columns

Here you can set processing time, email notification settings, an unsubscribe threshold, and set your hierarchy validation preference.

You can set a time even before enabling processing as well as change the time anytime. To get started, simply click the Pencil to select a new time. This will open a window where you can choose a processing time and time zone.

We recommend selecting a time for processing that is after the files will already be added to your server on a consistent basis. If we do not have all of your files when your processing time starts, we will skip processing that day.

Toggled On: Processing will begin at the selected time.

Toggled Off: Processing will not run.

You can choose who should receive daily file processing reports via email. To update this list, click Edit Recipients.

Team Members are the only individuals who are eligible to be added as recipients. Admins are added and locked by default in this list so that they will always get these email notifications.

Here you can choose the percentage of your audience that Broadcast can safely remove if your files tell us to.

If a file tells Broadcast to unsubscribe more than the set percentage, Broadcast will run the process and update all of the data except for unsubscribes. Broadcast will skip the unsubscribe process in this scenario.

This will be denoted in the report log, which will explain how to manually change your unsubscribe threshold.

The calculation used to determine if the unsubscribe threshold is met:

Unsubscribed /Current Audience * 100 = % Unsubscribed

If your organization is including hierarchical data for reporting manager in your audience data file, you may find sometimes certain audience members are "reporting to self". Our hierarchy system works best when report to self is not included, and by default, your audience data will not update until that logic loop is fixed in your file.

However, if the issue continues to come up for your team, this will mean that your audience data not updating. As an option, you can Skip Reporting Data Validation so that other data is synched.

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.
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