In the Peppered Platform, activity around every opt-in and opt-out is registered, and available for future reference. In case it is necessary to view the original moment and place where the opt-in was given (as prescribed by GDPR).
Opt-ins are linked to email addresses and the entire history of opt-in activity belonging to an email address can be found in the Visitor account, in the Visitors module.
If opt-ins were originally obtained in a different system, the opt-in history (where and when the opt-in was given) needs to be transferred to the Peppered Platform. To do this, you can upload a .csv file with Opt-in import module.
Making the .csv file
The Import module requires a comma separated file (.csv file) with the opt-in data. An example of how to fill such a document is shown here:
There are four columns that should use the exact name as provided in the example document attached to this article.
Columns:
- email: The email address belonging to the opt-in. This field is required.
- opt-in keyname: The Keyname of the opt-in that needs to be assigned to the email address. For example, "newsletter", the importer supports other opt-in keynames. Make sure the correct keyname is used in column 2. You can find these in Marketing > Opt-ins. This field is required.
- opt-in date: The original date the opt-in was given. If this date is filled in, the importer will compare the given date to the date of the same opt-in in the Peppered Platform (should this exist). The most recent activity will be leading and older activity will be skipped. If no date is given in the .csv file, the opt-in in the .csv file will be leading and any opt-in settings already in the Peppered platform will be overwritten. Optional.
- opt-in extra info: Here extra info can be imported, for example, where the imported opt-in came from and why it was imported. This information will be added to the historical opt-in logs per visitor so you can see that the data was imported and not added by the Visitor. Optional.
The final Import file should have only 4 columns, named exactly according to the example below:
Check the .csv is clean in a text editor. It should contain all your data with a comma separating all fields, and if you have used "extra info",
Example of a correct .csv:
email,opt-in keyname,opt-in date,"opt-in extra info" ivo@peppered.com,newsletter,2017-11-24,"obtained on old website subscribe form"
Example of a wrong .csv (extra " " used)
"email,opt-in keyname,opt-in date,opt-in extra info" "ivo@peppered.com,newsletter,2017-11-24,obtained on old website subscribe form"
Importing a .csv file
You can import the .csv file by going to Dashboard > Marketing > Opt-ins import.
Select Choose file and select the .csv file that you just made:
After importing the .csv file, new e-mail addresses will be added and the opt-in settings and history for each given email address will be updated.
A typical opt-in history will have a timestamp of when the opt-in was added to the Peppered platform, and the name of the person who performed the import.
In the Extra info fold-out, the information from columns 3 and 4 will be logged:
Download .csv
You can download an example .csv file which you could use as a source. Make sure to delete all demo content and just keep the 4 row titles.
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