Before you start:
Know which user identifier your Candu implementation uses (typically email address, but sometimes a custom user ID). If you're unsure, check with your technical team or view an existing user property in Candu.
Prepare a CSV file with at least one column containing these user identifiers and a header row with column names.
Common use cases
Target attendees from a conference or webinar (using registration list)
Create segments from external analytics tools (users who completed specific actions)
Build audiences from marketing campaign responses or survey participants
Group beta testers or early access users from a spreadsheet
How to create a segment with CSV upload
Navigate to Segments and click Create Segment
Set up the segment condition:
Select User ID as the property
Choose is one of as the operator
Click Upload CSV
Drag and drop your CSV or click to browse
Select the column containing your user identifiers (must match the identifier used in your Candu implementation)
Click Save
Note: Uploading a new CSV will replace any previously uploaded values for this specific segment condition. If you need to add users, download your current list first, combine it with new users, and re-upload.
Review and save:
Verify your CSV values appear in the segment condition
Add additional conditions if needed (optional)
Save your segment
Check the segment's User Feed to confirm the expected users are included
Troubleshooting: If users aren't appearing in your segment, the most common issue is identifier mismatch. Check how user IDs appear in Candu by viewing any user property, then ensure your CSV matches exactly. Other common issues:
Your CSV uses emails but Candu receives a different user ID format
Case sensitivity differences ([email protected] vs [email protected])
Extra spaces or formatting in your CSV column
CSV file requirements
One column must contain user IDs that match your Candu implementation
Include a header row with column names
Use consistent formatting (e.g., all lowercase emails if that's how they're sent to Candu)
Note: This feature only creates segment membership, it doesn't create or update user properties, and currently doesn't support company or group-level traits. For bulk property updates, you'll need to use your Candu implementation.