ID Target uploads let you upload lists of activists using their unique ID instead of email address or mobile number which has two main uses, securely and rapidly matching data across systems without moving sensitive info like email/mobile number and appending data to existing activists for use via personalization clips. The activists you upload will be able to be targeted for emails, mobile messages, and reports.
You can find the unique ID for your activists by pulling a report in Action Network and including the unique ID column.
Note: ID Targets should be used to very quickly upload an audience of activists that should be included in targeting for an email, mobile message or report. They cannot be used to update data in existing activist records or create new records in Action Network. To update or add activist records, use a regular email/mobile number or unique ID upload.
For both use cases described below, activists will be matched on unique ID. If the unique ID in your spreadsheet matches an activist on your list, they will be included when targeting this list. However, if the ID you upload in the CSV is not found on your list already, the row will be skipped. Therefore, unique ID uploads cannot be used to add new activists to your list who aren't there currently (either subscribed, unsubscribed, bouncing, or spam complaint), unlike the upload by email type, which will add new email addresses to your list if no match is found (see note above).
To target only
To upload ID Targets for use in rapid targeting only, click the Details menu and select ID Targets. Click the blue +Add ID Targets button to add your CSV file containing the unique IDs of activists you want to reach out to. Click here for a sample file.
After you upload your ID Target file, you'll be able to reach out to the activists in the upload via email or mobile message, or run a report on them.
You can also automate the process of uploading and editing ID targets by adding them through the API. Click here to learn more.
To use data appends via clips
To use ID targets to append data for use in clips, click the Details menu and select ID Targets. Click the blue +Add ID Targets button to add your CSV file containing the unique IDs of activists you want to append data for. Click here for a sample file.
There are some important things to keep in mind when choosing to append data for use in clips via ID targets. You can append as many pieces of data as you like. Next, values being appended must be less than 1,000 characters and not contain any commas. Most importantly, none of the data appended to a unique ID via ID targets will appear in the Activist Record. If you'd like to add data that is saved to the activist record use a regular email/mobile number or unique ID upload.
Click Upload to upload the CSV file. This should take less than a minute to process for most uploads, but larger files may take several minutes. After upload, click the Copy Clip button to copy the clip that's been created for you. We will create a unique clip for each piece of data you upload. Paste this clip in an email or mobile message to insert the data you just uploaded in the message your activist will receive.
These clips can only be used in regular emails and mobile messages, not ladders or autoreponses. Previews in the interface will show sample data but sending yourself a test will show real values.