Scenario​

Automate regular import of a CSV, XML or text file that contains contact data. You define the frequency you need.

Prerequisites​

  • You must import contacts into an existing Mapp Engage group. Create this group before you start.

  • You can import contacts from a CSV, XML or text file. The maximum size of the import file is 50 MB.

  • Make sure the file is formatted correctly.

Related Topics​

Procedure​

  1. In the ​Automation​ area, create a new whiteboard.
  2. Enter a name and description for the whiteboard.
  3. Drag a ​Time​ module and a ​Time-based job​ module onto the whiteboard.
  4. Drag and drop between the  symbols to connect the modules.

  5. Click the icon on each module to edit the settings.
    Define the module settings as follows:

    Time Module

    Field

    Entry

    Name

    Enter a name for the module.

    Date

    ​Recurring Date​

    Time

    Define the desired schedule - for example, weekly or monthly. You can define the frequency you need.

    Period

    Day(s), Week(s), or Month(s)

    Value

    1

    Time-based Job Module

    Field

    Entry

    Name

    Enter a name for the module.

    Job

    Import Contacts ​

    Click on the link to learn more about the necessary settings for the import.

  6. Click ​Next​.
    ⇒ The ​Whiteboard​ wizard opens to step two.
  7. Define the desired time frame and notifications.
  8. Click ​Activate​ to immediately activate the whiteboard. Only active whiteboards are executed by the system.
    ⇒ The whiteboard is saved and activated. The automation has the status ​Running​ if the start date is immediate and ​Scheduled​ if the start date is in the future.