On this page, you'll find information about the important steps and nuances for uploading subscribers into Marketing Automation Professional (MA Professional).
NOTE: Videos 4, 5, and 6 are about advanced data manipulation in Excel; you can safely skip these if you only need to learn about uploading.
Video 1 - Overview
This video outlines all of the topics covered in this video series.
Video 2 - Identifying data sources
This video covers what you need to know when requesting data to support your marketing needs.
Video 3 - Setting up the data file
This video explains how to set up your data file to ensure the best upload into MA Professional.
Video 4 - Data massaging using concatenation
This video looks at using Find & Replace and Concatenation to combine values from multiple cells into one cell.
Video 5 - Parsing Fixed Format Data
Using Excel functions LEFT( ) and RIGHT( ), learn how to break apart a bigger piece of data into smaller, discrete pieces. This is a great way to develop more data for personalization and targeting in MA Professional.
Video 6 - Parsing Variable
This video explores techniques to parse variable length data. The LEFT, MID, FIND, and TRIM functions are highlighted.
Video 7 - Profile Info Fields
This video shows you how to create Profile Info Fields that store data brought into MA Professional via the Subscriber Upload process.
Video 8 - Data Formats
This video teaches you how to create a Data Format to map incoming data to Profile Info Fields in MA Professional.
Video 9 - Upload Wizard
This video walks you through the Upload Wizard's three-step process to upload data into MA Professional.
Video 10 - Review Results
This video explains the Subscriber Import History to determine how well your data is flowing into MA Professional.