How to Upload to Action Builder

*Only Admin Users can upload*

Whether you're a beginner or experienced, this guide will walk you through the upload process step by step.

Before we dive into the steps, let's look at the main features of the Action Builder uploader.

If you need to upload multiple phone numbers and email addresses in one go, you can skip to that section of the article here.

Jump to the steps for uploading connections.

 

How to Upload (Standard Upload)

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*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

 

How to Upload Multiple Phone Numbers and Email Addresses

Admins can complete a single upload and include multiple phone number and email address types. 

Here’s how to make the most of this feature:

Instead of using multiple rows to update information for an entity with several phone numbers or email addresses, you can now include each type in its own column(s) in your CSV file.

Example CSV Setup:

Create Separate Columns: For each phone number or email address type, add a new column in your CSV file.

Set the Type: Ensure that the ‘type’ for each phone number or email address is set as static, rather than dynamically assigned by another CSV column. 

By following this setup, you ensure that each phone number and email address is correctly categorized and updated.

Tips:

• Make sure to include 'subscribed' and 'status' columns for each phone number and email address to keep your data accurate.
• Double-check your CSV before uploading to avoid any errors.

Uploading Connections to Action Builder

*Using worksites as an example

Entities Must Exist in Action Builder:

• Both entities (e.g., people and worksites) must already be created in the platform.
• You must be an Admin to create entities.

Initial Upload of Entities:

1. Start by populating the campaign with the individual entities:
   • Upload the People file (e.g., 350 people).
   • Upload the Worksites file (e.g., 15 worksites).

Export Entity Data:

1. After uploading entities, export their Action Builder IDs by downloading the CSV files for both People and Worksites.
2. The export will be sent as a link to your email.

Prepare the Connection Upload File:

1. Open the exported CSV files for People and Worksites.
2. Create a new CSV file for the connections with the following columns:
   • People AB IDs: This should contain the Action Builder IDs for the people entities.
   • Worksite AB IDs: This should contain the Action Builder IDs for the worksites.
3. (Optional) Add info for the connections:
   • If additional details about the connections (e.g., workplace issues) are needed, create the appropriate fields under "Connection" in Action Builder beforehand.
   • Add a column with the field name (e.g., Workplace Issues) and include the corresponding data in the rows.

Upload the Connections:

1. Navigate to the Upload Page:
   • Log into Action Builder and go to the Upload section.
2. Upload Your File:
   • Select your prepared connection CSV file and upload it.
3. Map the First Entity:
   • Use the People AB IDs column to map the first entity (people).
4. Enable Connection Mapping:
   • Locate the Connection Mapping section and toggle Yes for the option:
     • Are you uploading connections?
   • Select the Connection Type (e.g., Member-Worksite) and set the Status (typically "Active").
5. Match Connected Entities Using IDs:
   • Choose the appropriate ID type (e.g., Worksite AB IDs) and map it to the corresponding column heading in your CSV.
6. Confirm and Complete the Upload:
   • Double-check your settings to ensure the mappings are correct.
   • Click Confirm to finalize the upload and proceed with the prompts.