If you have a list of customers you want to target in a campaign, there are two approaches you can take:
1. Using the IN filter in customer filters
If your customer list is small (for example, in the tens), you can also use the IN filter in the customer filter, where you copy the list of IDs you intend to target in the campaign inside the IN filter values for the selected ID. This is the quickest and easiest solution; however, it isn't recommended for more extensive lists of customer IDs or when you plan to target the same group repeatedly. Creating a custom attribute to identify these customers and their IDs is always a better option.
2. Creating a custom customer attribute
When importing a list of customers and, for example, their emails, which are also Soft or Hard IDs for your project, you can identify this import by adding an extra column that contains a custom customer attribute:
- Define this customer attribute in the Data Manager before the import, naming it something that quickly identifies the import.
- Then, add the same customer attribute as a column in the data you are about to import and fill it with some values. You can input the data directly as in the example below, or use other import options like .csv file import.
- Map email or other identifier to your project's corresponding Hard or Soft ID. You also need to pick a data type for your attribute. The most valuable data types for attribute values will be either string or boolean. The way the data will be displayed in the UI will be determined by the Data Manager settings.
Once uploaded, this custom attribute will be added to the customer profiles identified by your import's IDs (such as email addresses).
You can later use this custom customer attribute with its value in scenario conditions or customer filters to identify the newly imported list of customers. This method is recommended as the best way to identify a specific list of customers from a spreadsheet.