Importing a segment into a digital banking campaign

Segments allow you to serve ads in your campaign to specific users within Banno Online.

1. Select Campaigns in the Marketing navigation.
2. Select Digital banking or Your website..
3. Select an existing campaign by selecting the campaign name.
4. In the Audience segment section within your campaign, select Create or + to create a segment from a CSV file.
   If there is an existing segment that you want to use, you can select an existing segment to choose a segment from the Select a segment screen.
5. Upload a CSV file that includes of a list of users you'd like to target with this campaign.
   1. Select Download CSV template and follow the template's format for best results.
   2. Include the following information for each user in the segment.
      • ID (NetTeller ID/Username/Member number)
      • Full name
      • Email address
   3. Once the user segment list is saved, drag and drop the CSV file or browse files to import the list into Banno Marketing.
   4. Select or clear My CSV includes a header row, depending on the contents of your uploaded file.
   5. In How should we identify your users?, indicate the criteria used for the ID field in your CSV file so Banno Marketing can properly identify the Banno Online user (NetTeller ID, username, or member number).
   6. Select Continue.
   Banno Marketing runs a check to validate the users included in your uploaded CSV file. If valid users are imported, Marketing shows how many entries have been added.
6. Choose a situation and follow the corresponding steps.

   Situation	Steps
   No valid users were found.	Select Back to import a new list or select Cancel.
   Valid users were found and imported.	Name the segment you've uploaded. Select Import to import the list. After selecting Import, you are returned to the Campaigns detail screen where you can see the uploaded segment in the Audience segment section.