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
To access the Imported Lists, enter your Fullpath Dashboard and click on the CDP tab from the left side menu. Dashboard > CDP > 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
Supported Fields
The field which can be mapped and pulled into the CDP include:
- First Name
- Last Name
- Address
- City
- State
- Zip
- Home Phone
- Cell Phone
- Work Phone
- Do Not Email
- Do Not Call
- Do Not Mail
- Do Not Text
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