Import a target file for Wallet automation

Target files allow you to target or exclude specific users when creating automation rules in Wallet. This is useful when you want to run campaigns for a specific segment of your audience.

Before you start

  • Prepare a list of user identifiers that you want to target or exclude from your automation.
  • Target files must be in CSV format with UTF-8 encoding.
  • Each file should contain the identifier used on the wallet, one per line and a header "user.identifier":

    user.identifier
    1975133
    1975299

📁 Step 1: Prepare your target file

  1. Create a CSV file in UTF-8 encoding.
  2. Add the list of user identifiers you want to target.
  3. Save the file on your computer.

🎯 Step 2: Use your target file in an automation

  1. Go to the Automation tab.
  2. Click Create a rule.
  3. Select the type of automation you want to create (Move & notify, Send notification, or Move).
  4. Define the trigger of the notification.
  5. In the What's the target? section, choose Target file.
    wallet_target-file-target_en-us.png
  6. Upload your CSV file.
  7. Choose whether to target or exclude the users in the file:
    • Contacts contained in the file: target only the contacts contained in the file.
    • Contacts not contained in the file: exclude the contacts contained in the file.
      wallet_target-exclude-users_en-us.png
  8. Give a name to the rule.
  9. Click Validate.

🧪 (Optional) Step 3: Test your automation with the target file

If you have several testing cards, you can create a target file to test your automation:

  1. In the Audience tab, find your test cards.
  2. Create a CSV file with the identifiers of these test cards.
  3. Create a dedicated automation rule in the Automation tab.
  4. Choose Target file as the target option.
  5. Upload your test file.

This allows you to test notifications and campaign moves without affecting your entire user base.

⏭️ What's next?