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james_whitehead
james_whitehead
Contributor ⭐️⭐️⭐️⭐️⭐️
August 30, 2018
Solved

Journey Orchestrator via CSV

  • August 30, 2018
  • 3 replies
  • 219 views
Good Afternoon-

As I work through perfecting our data ingest for contacts, I have been asked if we can send to a list of people on a .csv as a one-off.  

I remember this being an option via CoPilot, but I am not finding anything to this effect for Journey Orchestrator.

Is the only way to accomplish this by uploading the .csv to a PowerList and then building a power list off of that?  Or can I trigger an outreach via Journey Orchestrator with an uploaded .csv?

Thanks!

-Jim
    Best answer by lila_meyer
    Hi Jim,

    I believe the CSV file can only load the email addresses, or the contact IDs. This article actually describes the CSV upload option in more detail.

    3 replies

    lila_meyer
    lila_meyer
    Gainsight Employee ⭐️⭐️⭐️
    August 31, 2018
    Hi Jim,

    You can upload a CSV file to Programs. Do these instructions help?
    Lila Krutel, Dir. Global Education Services
    james_whitehead
    james_whiteheadAuthor
    Contributor ⭐️⭐️⭐️⭐️⭐️
    September 11, 2018
    Hi Lila-

    We're getting our feet wet and sending this e-mail via Outreaches.  I see in the Power List building section that there is an option to upload a .csv, but when I do this with the following headers:

    First Name
    Last Name
    E-Mail Address
    CSM Name

    Only the E-Mail Address can be mapped.  Is this being caused by bad column header names?

    Thanks!

    -Jim

    lila_meyer
    lila_meyerAnswer
    Gainsight Employee ⭐️⭐️⭐️
    September 11, 2018
    Hi Jim,

    I believe the CSV file can only load the email addresses, or the contact IDs. This article actually describes the CSV upload option in more detail.
    Lila Krutel, Dir. Global Education Services
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