Bulk upload info to create new Segment
I need to create several Segments based on CompanyID in our system. Is there a way to upload multiple entries at once when creating the Segment? The current one-at-a-time process is very time consuming.
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There's an option to create a segment based on CSV upload, which might help. https://support.pendo.io/hc/en-us/articles/360031862532-Segments#bulk-add-visitor-or-account-ids-with-a-csv-file-0-10
Is the ability to upload a CSV only available on some plans? I don't see that option in my UI.
I don't think it's plan based? But it is a poorly designed interaction. If you're wanting to upload by account ID, make sure you're selecting Account ID under the "Account Data" section and not the "Visitor Data" section. I use the feature infrequently enough that it trips me up every time.
That was the issue! I see it now that I selected the correct Account ID. Thank you, Cale!
You're welcome!
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