Audiences: Imported Lists

Overview

Imported lists enable Dealerships to upload customers into the CDP. These customer lists may come from recall data, OEM lists, purchased lead lists, or any other external lists you want to see added into the CDP.

Once uploaded, the CDP leverages generative AI to match the customer data fields in the uploaded CSV to our Shopper data structure. Imported customer lists become Fullpath CDP Shoppers and may be activated in whatever engagement channels and products are live on the account.

Navigation

1. Enter the Fullpath Dashboard
2. Navigate to Audiences Tab (top bar navigation)
3. Scroll down to Audiences > Imported Lists

https://dashboard.fullpath.com/shoppers/imported-lists 

Functionality

The Import Lists feature leverages generative AI to match the customer data fields in the uploaded CSV to our Shopper data structure. To Import lists, complete the following steps:

Step 1: Upload or drag & drop CSV 

Step 2: Name the list (internal use only)

Step 3: Match column labels to shopper details

Step 4: Complete upload

Data Points Supported for Imported Lists

• First Name

  • Description: Customer's first name
  • Input: String
  • Example: "John"
  • Mandatory: No
    
    

• Last Name

  • Description: Customer's last name
  • Input: String
  • Example: "Smith"
  • Mandatory: No
    
    

• Email

  • Description: Customer's email address
  • Input: Valid email string
  • Example: user@example.com
  • Mandatory: No
    
    

• Address

  • Description: Customer's street address
  • Input: String
  • Example: "123 Main St"
  • Mandatory: No
    
    

• City

  • Description: Customer's city
  • Input: String
  • Example: "Springfield"
  • Mandatory: No
    
    

• State

  • Description: Customer's state or region
  • Input: String
  • Example: "California"
  • Mandatory: No
    
    

• Zipcode

  • Description: Customer's postal code
  • Input: String
  • Example: "90210"
  • Mandatory: No
    
    

• Home Phone

  • Description: Customer's home phone number
  • Input: String
  • Example: "+1-555-987-6543"
  • Mandatory: No
    
    

• Cell Phone

  • Description: Customer's mobile phone number
  • Input: String
  • Example: "+1-555-123-4567"
  • Mandatory: No
    
    

• Work Phone

  • Description: Customer's work phone number
  • Input: String
  • Example: "+1-555-222-3333"
  • Mandatory: No
    
    

• Do Not Email

  • Description: Indicates if the customer should not be emailed
  • Input: Boolean (true/false)
  • Example: true
  • Mandatory: No
    
    

• Do Not Call

  • Description: Indicates if the customer should not be called
  • Input: Boolean (true/false)
  • Example: false
  • Mandatory: No
    
    

• Do Not Mail

  • Description: Indicates if the customer should not be sent mail
  • Input: Boolean (true/false)
  • Example: true
  • Mandatory: No
    
    

• Do Not Text

  • Description: Indicates if the customer should not be texted
  • Input: Boolean (true/false)
  • Example: false
  • Mandatory: No
    
    

• Last Contact

  • Description: Date of last contact with the customer
  • Input: Date string
  • Example: "2024-06-01"
  • Mandatory: No

Important to note

Conditions for imported lists include: 

• Contains at least 2 columns
• Includes at least 2 identifiers: Name and either phone number or email
• Has up to 10,000 records
• Do_Not_Email / Do_Not_Call / Do_Not_Text / Do_Not_Mail :must be in True / False format for mapping to occur (eg: where do not text = true, no SMS engagement allowed)

Conditions for list matching include:

• must have at least 2 columns matched with Fullpath's field names
• Any column marked in red after edits / adjustments, will not be included in the upload

Delay Period

• It is recommended to delay using the audiences from imported lists at least 24 hours so the system can complete merges and identity resolutions to ensure the most accurate and up to date data is available for each shopper.