Overview
The first step to gaining insights in Precision Marketing is to upload your customer portfolio. This process involves uploading a .csv file containing your customer information, with a primary focus on address data.
Uploading your customer portfolio
Access Precision Marketing from the Araya home screen.
Click Start a New Import.
Click Continue after selecting the applicable products to upload the file.
Upload your file to the drop box.
Click to View File Requirements
File Requirements
File must be .csv, .xlsx or .txt.
For .txt files, the first line must be the column headers. The column headers and the data in each line must be separated by commas.
Column headers can only consist of letters (A-Z, a-z), numbers (0-9), dashes (-), underscores (_), and spaces.
Required Column Headers (Data Required)
Your file must include the following columns with complete data to move forward:
Reference ID
Address
City
State
Zip Code
Required Column Headers (Data May Be Blank)
Your file must include the following columns, although having data within these columns is optional:
Customer 1 First Name
Customer 1 Last Name
Customer 1 Phone Number
Customer 1 Email
Customer 2 First Name
Customer 2 Last Name
Customer 2 Phone Number
Customer 2 Email
Edit the Portfolio Name or leave the default file name.
Click Continue.
Match any required product columns to the applicable file columns.
Check the box to confirm that the columns lack sensitive or identifiable data.
Click Continue.
Note: The portfolio status will show Ready to Launch when done. The portfolio will take approximately 20-40 hours to complete the enrichment.
Open the Actions menu.
Click Launch Precision Marketing.
Outcome
You can now upload portfolios to Precision Marketing. Once a portfolio is ready to launch, you can analyze critical property data, predictive propensity scores, and real-time home shopping behaviors.