Selecting Subscribers

As part of creating a campaign, you’ll need to determine which customers, or subscribers, you should send the promotion to. You can choose between three types of subscriber lists: an automated opt-in list created by Podium, a targeted list using tags, or a static list you upload in a CSV file.

Using a Podium Opt-In List

Podium opt-in lists are updated dynamically as new users opt-in or unsubscribe. In addition, this list automatically excludes anyone who has received a campaign in the last five days.

To use a Podium opt-in list:

  1. Click Opt-Ins by Location.
  2. Choose the business location that’s offering the promotion from the drop-down menu.
  3. Continue with the next task, “Writing a Campaign Message.”

Targeting Subscribers Using Tags

You can send targeted campaigns to a group of subscribers using tags. For example, you can send a special offer to anyone you’ve tagged “new customer.”

Attention: You can add tags to users by uploading a CSV file of subscribers.

To target subscribers using tags:

  1. Click Tags.
  2. Choose tags from the drop-down menu to target a group of subscribers.
  3. Continue with the next task, “Writing a Campaign Message.”

Uploading a CSV File

If you have an existing list of subscribers, you can manually upload a spreadsheet (CSV) file.

Before you upload your file, make sure it meets these requirements:

  • The first row (header) of your CSV file contains columns for first name, last name, and phone number.
  • There are no rows or spaces above the header.
  • The file contains fewer than 1,000 rows.
  • The file size is under 5 MB.

If needed, download this sample CSV file to use as a template.

Attention: Before uploading a list, confirm you have express written consent to send promotional messages to every subscriber included on the list.

To manually upload a list:

  1. Click Subscriber List.
  2. Click Choose a CSV.
  3. Click Choose file. Select the file you want to use, then click Open.
  4. Click Preview File.
  5. Click the column header and select the fields for first name, last name, and phone number.
  6. Click Manage Subscribers.
  7. Add tags for the list of subscribers.
  8. Select a location. This can be the last location associated with a subscriber or a location of your choice.
  9. Click Summary.
  10. Review the summary, then click Ready to Upload.
  11. Continue with the next task, “Writing a Campaign Message.”