Creating segment using CSV, but not for Account or Visitor ID
Is it possible to do a bulk upload of a CSV for a field that is not the Account or Visitor ID? We have a custom field that we track that we have ~500 unique identifiers for our users, and I would like to be able to bulk upload a portion of these into a segment, but do not want to have to do it one-by-one. Hoping there may be a way that I am just missing when looking to bulk upload these fields.
2
Comments
Hi Jordan Drake, can you create a new segment based on the metadata, that will give you the account/visitor which you can then use for guides (if eligible).
You can connect with me here LinkedIn
My issue is less about using the metadata to create the segment vs having to enter in a large amount of individual pieces (ie the field may be group_id & ranges from 1-1000, but I only want specific groups. I would prefer a bulk upload of those groups that I want as opposed to having to enter each one in manually bc that could lead to human error).
Understood Jordan Drake, I dont have a solution for this situation, I also use manual effort to deal in these cases.
I am also struggling with this issue if anyone has found a solution!
Found a fix for anyone who stumbles on this. I was able to export the list of Visitor ID from pendo that included also included the ID we have in our network. Then I simply joined the datasets to match the overlapping variable, isolating Visitor ID for those that matched. I then uploaded the Visitor ID .csv to Pendo.
Please sign in to leave a comment.