Before you start
You must first complete the initial connection of your Personalization and Marketing accounts, including an initial import task. The steps in this article allow you to set up further import jobs for additional lists.
Learn more in Connect Dotdigital Marketing and Personalization.
You can only import Marketing lists to Personalization segments using these steps. To work with Marketing segments in Personalization, see Sync Marketing audiences and data fields to Personalization.
Set up the import job
In Personalization, go to Data > Segments in the left side menu.
Select Create segment.
Select Import, then Create segment.
Once the segment is created, there are three tabs to allow you to configure the segment settings.
Import settings
On the Import tab:
Expand the Person import channel drop-down menu and select your Dotdigital Marketing import channel.
Expand the Build segment for imports from this list drop-down menu and select the Marketing list you want to import.
Expand the Each time the list is imported drop-down menu and choose from:
Clear this segment then create the segment from the email addresses in the file
Update this segment by adding or merging the email addresses from the file
Options settings
On the Options tab:
For Segment name, enter a descriptive name for the created segment.
Optionally, for Expire and delete segment after, enter the number of days after which you want the segment to be deleted.
If you leave this field blank, the segment is deleted after seven days.
Post-build settings
On the Post-build tab:
Select the checkbox to send an email notification once the segment is built.
In the Email field, enter the email address you want the notification to be sent to.
Once you’ve configured all the settings as you want them, select Generate segment to build the segment now, otherwise select Save.