Upload Coupon Manager Codes Using Data Loader

You can use Data Loader to upload Coupon Manager codes that you can use in your Coupon Manager campaigns.

About this task

In order to use this Data Loader feature, you must also have the Coupon Manager app. When you create an import job that uploads coupon codes, you are asked to associate the upload with a particular Coupon Manager campaign. Therefore, if you want to upload codes for multiple campaigns you need to configure a separate Data Loader import for each campaign. As long as you use the same filename matching pattern for each import, you will be able to upload coupon codes for each campaign from the same file or set of files.

To add or update contacts:

Procedure

  1. Go to Settings > Data Loader.
  2. Click Create Import.
  3. Enter the relevant information in the Create Import Job window.
    1. Enter a name for the import in the Name box.
    2. Enter a description for the import in the Description box.

      The description is a good way to distinguish between similar imports.

    3. Select Upload Codes from the Type list.
    4. Click Create Import Job.
  4. Click Upload Sample File To Begin Mapping to map the categories in your file to fields in Bronto.

    This let's Bronto know how to appropriately manage your data as it is imported. For Upload Codes the only available field you can map is Coupon Code.

  5. In the Upload Sample File window, select the delimiter used in your file from the Delimiter list.
    The delimiter is the character that is used to offset, or indicate, unique pieces of information in your file. For example, if there is a comma between the fields in your file, then your file uses a comma as a delimiter. Data Loader supports:
    • Pipes |
    • Commas ,
    • Semicolons ;
    • Tabs
  6. If you have not transferred your file to the server, upload the file as a sample file so you can use it to complete the import mapping:
    1. In the Upload Sample File window, select Upload a file.
    2. Select your file from the Files list.
    3. Click Upload Sample File.

    If the file upload is successful, the mapping page will be displayed. This does not upload the file to the FTP server or import the data into Bronto. You will still need to complete a file transfer and configure your import for that to occur.

  7. If you have transferred a file to the server that you want to map data for:
    1. In the Upload Sample File window, select Select one of the files in your account.
    2. Click Choose File, select your file in the finder window, then click Open.
    3. Click Upload Sample File.

    If the file upload is successful, the mapping page will be displayed.

  8. On the mapping page, select Coupon Code from the Mapped to list.
  9. On the Configuration tab in the General area, configure the general settings for your import:
    1. Select Yes or No in the Skip First Row Header list.
    2. Select 30 days or 3 days from the Cleanup Schedule list.

      This determines if you want the files to persist on our servers for the minimum of 3 days or the maximum of 30 days.

    3. Select the method you want Bronto to use for filename matching from the Filename Matching Scheme list
      • Ends with will match files based on the extension specified for the Filename Matching Pattern. Only use Ends with when this your only import that uses this file type and you are only submitting one type of file for this import. If you have multiple Data Loader import jobs and want the file extension taken into consideration, Custom Glob is the best choice.
      • Starts with will match files based on the characters specified for the Filename Matching Pattern starting with the first character. For example, if you have contact for the Filename Matching Pattern then all files on the FTP server that start with the word contact will attempt to be imported.
      • Custom Glob will match files based on the characters and the extension specified for the Filename Matching Pattern. This allows you to use wildcards in order to build more complex import queries.
    4. Enter a full or partial filename in the Filename Matching Pattern box.

      This is used in conjunction with the Filename Matching Scheme to recognize what files on the FTP server should be imported using this import job. If you use the Custom Glob option for Filename Matching Scheme you can use wildcards. Make sure the information you include here is specific enough that the import job won't attempt to import files on your FTP server location that are intended for other import jobs you may have configured. But also keep the filename general enough that the import will be able to import multiple files with slightly different names if your import requires using multiple files.

    5. If you want to receive an email notification when your imports complete, enter an email address in the Confirmation Email box.

      The notification email contains high-level information about the import and includes a link to download a run log that contains any errors the import may have.

  10. In Expected Data Format, select the delimiter for your file from the Delimiter list.
  11. In Bronto Settings, select the Coupon Manager campaign you want to associate the coupon codes with from the Coupon Manager Campaign list.
  12. When you have finished import configuration, click Save & Close.
  13. If you haven't already, Transfer Your Files to the FTP Server.
  14. Find the import you just configured and Perform a Test Run to ensure that the files are valid.

    Based on the results of the test run, fix any issues as necessary.

What to do next

After the import has run, you can Data Loader Reports to see details about your import.