DirectTarget®: Upload
To start using DirecTarget, click the DirecTarget tab on the top menu.
-
From the File Processing Wizard click Browse and select the file that you want to process.
-
Click Next.
-
Choose Output Selection (only required for loyalty file enrichment).
-
Culture Codes® - provides assimilation, language usage among other culturally related attributes. Selection of Individualized Hispanicity Segment or Individualized Hispanic Language Usage Segment requires selection of Hispanic Origin in the Region & Locale section.
-
When the Append data only if Region/Locale is available for the record is selected the system will only append demographic and consumer information to those records that had Region & Locale values appended to them.
-
Select the Generate Analytic Summary Report check box to obtain an Analytic Summary Report based on your selections and data provided.
-
Click Next.
-
The File Definition screen displays. The appropriate screen display depends on the file type uploaded.
-
For comma delimited files, this screen allows you to define the delimiter used.
-
For Microsoft Excel files, this screen allows you to select the sheet that contains the data to upload.
-
-
If the first row of your file contains column headings, select the First Row Contains Field Names check box.
-
Click Next to proceed.
-
Choose Address and Geographic Output Selections. None or all may be selected.
-
Click Next.
-
Map the file column headings to the appropriate system fields. Select the Automap Import Fields check box to have the system automatically attempt to map file data to system fields.
Always verify any automatic mapping performed by the system and make any required corrections.
Minimum required input to determine the origin of a customer is Last name and address. Although not required, providing first name and gender helps make the process of origin assignment even more accurate.
NOTE: Mapping of Title field to individual’s title is interpreted by the system as gender.
-
The Summary screen recaps your field mapping and output selections.
-
Click Process.