Getting your data into Action Builder is straightforward. Whether you are new or experienced, this article breaks down the upload process into easy steps. Dive in to make the most of Action Builder's features. Before we go over the steps, check out the main features of the Action Builder uploader.
Key Features
Unified Upload
Combine all your essential data into one single .CSV file for more streamlined uploads.
Separate Deletion Process
Maintaining clarity, the data deletion remains a distinct procedure, ensuring careful data management.
Organized Overview
Uploads are neatly displayed for easy access, sort them by criteria such as date, name, or campaign.
Progress Tracking
Stay updated on your upload progress, from start to finish, with clear status indicators.
Detailed Insights
For a deeper understanding, click on any upload status. This offers a comprehensive view, highlighting essential details and potential discrepancies.
User-Friendly Layout
The interface is revamped for better navigation. Select your desired Action Builder fields on the left and visualize your data columns on the right.
Guided Assistance
Throughout the process, helpful cues are provided, assisting in tasks like row counting and ID matching.
Data Previews
Before finalizing, you can review a sneak peek of your data. Any unmapped columns or inconsistencies are promptly highlighted.
Final Review
As a concluding step, a summary of your upload is presented. This ensures you are well-informed of the data being uploaded.
Settings and Preferences
Maintain control with our refined settings. While only CSV files are accepted, you have the flexibility to determine how new data interacts with existing records.
Advanced Mapping
Enhanced mapping features allow for comprehensive contact updates and tailored note additions.
How to Upload
*Only Admin Users can upload
→ Open the Main Menu & Navigate to the Admin Section
→ Click on Uploads
→ Click on New Upload
→ Choose the .CSV you want to upload
→ Select the Campaign you want to upload to
→ Select the Entity type you are uploading
→ Select the ID you want to use in order to match you data to an entity
If you're performing a new entity upload without a custom ID, you can skip this step, as Action Builder will automatically generate unique IDs for your entities.
→ Click on Custom ID on the left
→ Click on Upload Column on the right
→ Map to the corresponding Custom ID
→ Click on Confirm Upload Settings
* If you need to map additional field data, click on + Add Another Field
→ Click on Select Field
→ Select the Action Builder field you want to map
→ Click on the corresponding CSV Column
→ Select the Field Response
→ Click on Confirm Mappings
Be sure to double check that your .CSV fields and the Action Builder fields are mapped as you intended. Use the data preview feature to do a quick scan of your mapping.
→ Click on Confirm Response Mapping
If you are uploading new field responses, you must check and confirm the response mapping as well.
→ Click on Review & Confirm
→ Review the proposed upload changes and confirm by checking the checkboxes
→ Lastly Click on Continue Upload...
This is the final step in the upload process. You'll next go to the list view of all uploads where your latest upload will show at the top of the list in the first of three statuses.
Once you click on continue upload you will go to the uploads page.
Note on the Upload Page Functionality:
- Sort uploads by columns such as date, name, or campaign.
- Track upload progress with statuses: File Uploaded, Processing, Complete, and Complete with Errors.
- Click on any status or the 'three-dot menu' for detailed info, including:
- Upload name and ID
- Creation details and responsible user
- Entity type and associated campaign
- Summary of actions (entities added, created, matched, etc.)
- Errors with a downloadable link
- Breakdown of processed vs. total rows.
File Received Status
Processing Status
Complete Status
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