Overview

This article provides a step-by-step guide on how to organize your advocates into groups using the CSV import tool. It includes instructions on exporting advocate data, downloading the CSV import template, entering advocate information, and importing the data back into your Hub's Admin dashboard.

Information

Learn how to efficiently segment your advocates into groups by importing a CSV file with their information. Follow the detailed steps below to ensure a successful import.

Today, Eric Majer brings you a great tip to help you organize your Advocates into groups, using the CSV import tool.

Have some Advocates without profile information to help you segment them? Use the CSV Import to bulk-upload them into a group!

First, retrieve a list of all of the Advocates you want to make these changes to. The easiest option is to Export Advocate Data.

Second, download the CSV Import template from the Options dropdown on the Advocates tab. Make sure to download the template at the time you plan to make these changes, so you have the most recent version of the file.

Make sure not to modify any of the column headers in any way, as this could create errors upon upload.

Enter the information for each of the Advocates you’re modifying into the CSV import file. Once you’re finished filling out the information, save the file, and head back to your Hub’s Admin dashboard.

From here, click the Advocates tab. Click the Options dropdown, and choose Import Advocates. Click Choose File/Browse to locate and pick the CSV file on your computer.

Then add the Groups to which you want this list of Advocates added, and click Import.

These Advocates have now been added to the appropriate groups.

FAQ

What is the purpose of the CSV Import tool for group segmentation?

The CSV Import tool is used to organize advocates into groups by bulk-uploading their information via a CSV file, which helps in managing advocate data efficiently.

How do I ensure a successful CSV import?

To ensure a successful import, do not modify the column headers in the CSV template, fill out the advocate information accurately, save the file, and follow the import steps in your Hub's Admin dashboard.

Can I modify the column headers in the CSV import template?

No, modifying the column headers in the CSV import template can create errors upon upload. It is important to use the template as provided.