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Creating Segments with CSV Upload
Creating Segments with CSV Upload

Upload CSV files to create segments based on user IDs.

Jonathan Anderson avatar
Written by Jonathan Anderson
Updated over a month ago

With Candu, you can quickly create segments by uploading a list of user IDs via CSV. This is particularly useful when you want to target specific users based on external data or criteria.

When to Use CSV Upload

Common scenarios for using CSV uploads include:

  • Targeting users who attended a specific event

  • Creating segments based on external analytics data

  • Building lists from marketing campaign responses

  • Grouping users based on survey responses

CSV File Requirements

Before you begin, ensure your CSV file:

  • Contains at least one column with your userID (email or other)

  • Has a header row with column names

  • Uses consistent formatting for user IDs

Candu interface showing the initial 'Create a Segment' screen with a name and description field. The navigation shows steps: 1. Name (active), 2. Conditions, 3. Review.

How to Create a Segment with CSV Upload

  1. Create a New Segment

    • Navigate to the Segments section

    • Click "New Segment"

    • In the segment conditions, select "User ID" as your first condition

    • Choose "is one of" as the operator

      Segment conditions interface showing a dropdown to select 'User ID', an 'Is one of' operator, and a 'Click to select' field. An 'Upload CSV' button is visible in the top right.

  2. Upload Your CSV File

    • Click the "Upload CSV" button

    • Drag and drop your CSV file or click to browse

    • Your CSV should contain a column with user IDs (typically email addresses or unique identifiers)

      Modal window titled 'Bulk upload values via CSV' with a drag and drop area for file upload and a Cancel button.

  3. Select a Column

    • Choose the column from your CSV that contains the user identifiers

    • This must match the identifier you use in Candu (typically User ID)

    • Click "Save" to confirm your selection

      Column selection modal showing uploaded file '2021-employee-data.csv' with radio button options for different columns including Company, First Name, Last Name, and monthly options. Has Cancel and Save buttons.

  4. Review Your Segment

    • Your CSV values will be added to the segment condition

    • Add any additional conditions if needed

    • Save your segment

      Review segment screen showing the completed segment with User ID condition and uploaded CSV file. Contains options to Download CSV and 'Confirm & Go to Segment List.

Important Notes

🔑 Make sure your CSV contains the correct user identifiers that match your Candu implementation.

📝 Each upload will replace any previous CSV values for that specific segment condition.

⚠️ The CSV upload only affects the segment definition and doesn't modify any user properties.

📊 You can verify which users are included in your segment using the Segment User Lookup.

Limitations of CSV Uploads

  • CSV uploads can only be used for user identification, not property updates.

  • You cannot create new properties through CSV upload.

  • Bulk property updates are not supported through this feature.

  • Company or Group level traits are not yet supported.

Best Practices for CSV Uploads

  • Keep your CSV files clean and properly formatted.

  • Double-check that your user identifiers match exactly.

  • Use descriptive segment names to track which segments contain CSV-uploaded users.

Related Articles
Segmentation Overview
Creating Custom Segments
Segment Definitions & Conditions
Segmentation FAQs
Setting up Segmentation
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