Lesson 1: The CSV import path

Many customers get started with Connect by importing a CSV file, which allows you to:

• Import all of your users, historic and/or current, into Connect
• Send broadcast campaigns
• Segment your users for targeted campaigns
• Measure your campaign’s performance by counting opens and clicks

Note: If you are part of the Support to Connect integration Limited Availability release, you do not need to import your test users, and can skip to Checking your test user profiles.

In this lesson, we’ll cover the following steps, designed to get your first campaign up and running:

• Importing test users
• Checking your test user profiles
• Sending a test message
• Importing real users
• Dry runs and production broadcasts
• Viewing your results
• Adding additional channels

If you are planning to perform any of the following tasks, check out our instructions for getting started via the API path:

• Only import active users
• Build Trigger-based campaigns
• Update user profiles automatically or in real-time
• Add Campaign filters using event data
• Add custom campaign goals

Let’s get started!

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