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Import via CSV

Selling to current customers is easier than looking for new ones; Rokt helps you strengthen your existing relationships using custom audiences.

Or, perhaps you want to make sure that your campaigns are not shown to existing customers. Rokt can use your data to identify new and existing customers who come through our platform.

If you have a customer list or data from your site, such as purchaser email addresses or ZIP code, you’re ready to get started.

Email lists#

Rokt offers several ways to add existing customers to a Rokt list. You can import your customers from a CSV file to a new or existing list for the purpose of targeting or suppressing known customers.

Before you begin#

  • To import existing customers, you must know their email addresses, as this is the only field Rokt uses to identify unique individuals on the network.
  • Email addresses can be imported in their raw format (e.g., john@rokt.com), or in a hashed format, if security is a concern for you. Note that Rokt only supports MD5 and SHA-256 hashing algorithms.
  • For files to be imported, your file should only contain email addresses (and in the first column, if applicable). Your file may or may not include a header.
  • Your account can support multiple lists. When you upload a file, you need to decide if you are creating a new list or editing an existing list. When editing an existing list, you need to decide if all customers in the file upload should be added or removed from an existing list.
    • When adding customers to an existing list, if a customer already exists in the list, that customer is ignored (i.e., the customer is not entered twice onto a list).
    • When removing customers from an existing list, if a customer cannot be found, that customer is ignored.

Creating a list from CSV files#

  1. In the left navigation bar, go to Customer Data > Custom Audiences.

    Custom Audience Import

  2. Click Add Lists in the top right corner of the page.

    Custom Audience Import

  3. Enter a name for your custom audience.

    Custom Audience Import

  4. Select Email from the attribute dropdown list.

    Custom Audience Import

  5. Click Upload to import a CSV file from your computer.

    Custom Audience Import

  6. Once you have successfully uploaded your file click Next.

    Custom Audience Import

  7. Review your upload details and click Save.

    Custom Audience Import

Your import task will start processing. You can navigate away from the page or even start another import task.

Multiple imports are queued one after the other so that there are not any clashes if the same email address is found in multiple files. Once an import task has completed, the next starts automatically.

Once your import is completed, it is listed with the following information: date, file name, and contacts added/removed. An email notification will be sent out upon completion.

You can target or suppress these email addresses in your audience settings for each of your campaigns. If you are already targeting the list you have added emails to, you don't need to change your targeting options.

Adding a custom audience to your campaign#

Including vs. excluding:

  • Selecting Include results in only showing your offer to customers within the selected custom audience.
  • Selecting 'Exclude' will result in only showing your offer to users outside the selected custom audience.
  1. From the left navigation, go to Campaigns.

    Custom Audience Import

  2. Choose the campaign you want to apply your custom audience to.

    Custom Audience Import

  3. Click Add Audience.

    Custom Audience Import

  4. Name your audience and enter any other relevant demographic details.

    Custom Audience Import

  5. Click Yes on the Email list setting.

    Custom Audience Import

  6. Select the custom audience that you would like to target or exclude.

    Custom Audience Import

    Note: The default name for your custom audience might appear as Advertiser Database.

  7. Click Next and continue the configuration as you would any other audience.

  8. When you are happy with your audience configuration, click Save.

    Custom Audience Import

ZIP code lists#

Your business may only be able to target specific ZIP codes, for example due to delivery areas. Rokt allows you to target geographies with our locality targeting, however, setting up geographic targeting across all your audiences can be cumbersome. Instead, you can upload a list of ZIP codes that you would like to target and have this list available across all your audiences.

Before you begin#

  • You have a list of ZIP codes ready to go
  • Files are in CSV format
  • All ZIP codes must be in the first column
  • No header should be present
  • ZIP code must match the format expected for target country (e.g., five digits for U.S. ZIP codes)

Create a list from a CSV file#

  1. In the left navigation, click Customer Data, then Custom Audiences.

    Custom Audience Import

  2. Click Add List in the top right corner of the page.

    Custom Audience Import

  3. Enter a name for your new custom audience.

    Custom Audience Import

  4. Select Postcode as the Attribute.

    Custom Audience Import

  5. Click Upload to import a CSV file from your computer.

    Custom Audience Import

  6. Once you have successfully uploaded your file, click Next.

    Custom Audience Import

  7. Review your upload and click Save.

    Custom Audience Import

Once your import is completed, it is listed with the following information: date, file name, and contacts added or removed.

You can target or suppress these ZIP codes in your audience settings for each of your campaigns. If you edited a list you are already using in a campaign, you don't need to change your targeting options.

Adding a custom audience to your campaign#

Including vs. excluding:

  • If you selecting Include, only customers whose ZIP codes are in the selected custom audience are eligible to see an offer.
  • If you selecting Exclude, customers with listed ZIP codes are not eligible to see an offer.
  1. From the left navigation, click Campaigns.

    Custom Audience Import

  2. Choose the campaign that you want to apply your customer audience to.

    Custom Audience Import

  3. Click Add Audience in the top right corner.

    Custom Audience Import

  4. Name your audience and enter other relevant demographic targeting details.

    Custom Audience Import

  5. Under Location targeting, select Custom ZIP code list, then Select or upload list.

    Custom Audience Import

  6. Select the ZIP code list you want to target or exclude (Note: Only ZIP code lists relevant to your audience country are displayed).

    Custom Audience Import

  7. Click Next and continue the configuration of your audience.

  8. Once you have entered all the audience details, click Save.

    Custom Audience Import

Next steps#

Before your audience goes live, you need to build a new creative and link your audience to a creative.

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