Create a CSV file using the EXT_CAT_ID field

  1. Create the new Interest Category to which constituents will be added, if it does not already exist. Consider creating opt-in and opt-out groups for that Interest as well.

  2. Look up the Interest ID for the new Interest Category (or for an existing Interest Category):

    1. From the navigation bar, choose Constituent 360 and then click Interests from the drop-down list that displays.

    2. Place your cursor on the Name of the Interest and observe the Interest Category ID in the Status bar at the bottom of the page as shown:

    3. Record this Category ID.

  3. Create a cross-reference for any external interest categories that you will be including in the upload file, as follows:

    1. From the navigation bar, click Data Management and then select Import/Export from the drop-down list to open the Data Sync Operations list page.

    2. Click the Cross-Reference Types tab.

    3. On the page that opens, click the Interest Import link to display the Cross-Reference List for Interest Imports page.

    4. Click the Create a new cross-reference link.

    5. On the New Cross-Reference page that opens, provide the following:

      1. Convio Value - enter the Interest Category ID that you obtained in the previous section.

      2. foreign_key - enter the foreign interest value (For example, #25 or clean water).

      3. Description - enter a word or phrase to identify this new cross-reference.

    6. Click the Save button. The screen refreshes and records your new cross-reference at the bottom of the page.

    7. Click the Cancel button to return to the cross-reference list for Interests. Your new cross-reference should now be listed as shown:

  4. Go on to construct the Segmentation Upload file, as follows:

    1. Open a file in an application that will output a CSV file (for example, Microsoft EXCEL).

    2. For the first column heading, enter PRIMARY_EMAIL or MEMBER_ID.

    3. For the second column heading, enter EXT_CAT_ID.

    4. For the third column heading, enter OPT_IN.

    5. For each row, enter the:

      • Primary email address (or Member ID) of a contact that is already in the Luminate Online database.

      • Interest Category ID or external interest value of an interest to associate with that contact. (If entering an external value, make certain that it is cross-referenced to an Interest Category ID as discussed above.)

      • OPT-IN value as:

        • TRUE to add that interest to the contact’s profile, and to the corresponding opt-in group if that group exists.

        • FALSE to remove that interest from the contact’s profile if it is already flagged, and to add that contact to the corresponding interest opt-out group if that group exists.

        Tip: If you are using Microsoft Excel, you may be able to use the Get External Data functions to import the information from other sources, such as a flat text file.

    6. Save the file as a CSV file.