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Create or Update Campaigns Using a CSV File Upload (Bulk update)
Create or Update Campaigns Using a CSV File Upload (Bulk update)
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Written by Selfie
Updated over 4 years ago

You can start by downloading the existing campaigns into a CSV file that includes all the campaigns’ data, adjusting the file as necessary, then uploading it back into the system. Your campaigns will then be automatically updated according to your modifications. Alternatively, you can download an empty template and fill it with the relevant data in order to create new campaigns.

You can use the same file for both updating existing campaigns and creating new campaigns. For example, you can download the existing campaigns into a CSV file, and in the same file, add new rows for the campaigns that you wish to create.

General Concept

In the CSV file, each row represents one campaign.

You can either create a new campaign or update an existing one. When you export campaigns, existing campaigns will have an ID in the ID field. When you upload a CSV file, if there’s an ID in the ID column, the system knows that it’s an existing campaign that you are updating. If the ID field is empty, the system will create a new campaign based on the information in that specific line.

It's important to note that the CSV bulk upload system supports only files in which values are delimited by a comma (","), such as CSV files. Uploading files that are not in that format will result in data error.

Download Existing Campaigns into a CSV File

Download All Campaigns

In order to export your existing campaigns into a CSV file, navigate to Campaigns, click on the ‘Download CSV’ button and choose ‘Download Campaigns’. This action will download all your campaigns into a CSV file, except for your removed campaigns. If you want the file to also include the removed campaigns, choose the option ‘Download Campaigns (including Removed)’.

Download Group’s Campaigns

In order to export the campaigns of a specific group, navigate to a specific group, click on ‘Download CSV’ button and choose ‘Download Campaigns’. This action will download all your campaigns into a CSV file, except for the removed campaigns. If you want the file to also include the removed campaigns, click on ‘Show Removed’ and then click on ‘Download CSV’.

Download an Empty Template

In order to download an empty template, navigate to ‘Tools’ > ‘CSV Campaign Update’. On the right-hand side, under ‘Did You Know?’, click on ‘Download a CSV template’.

Upload a CSV File

In order to upload a CSV file:

Navigate to ‘Tools’ > ‘CSV Campaign Update.’

Choose a CSV file to upload.

Review the ‘Preview’ screen.

Press the ‘Update/Create Campaigns’ button in order to complete the upload and update/create process.

In case of errors in the file, you should fix the errors and upload the file again in order to be able to complete the update/upload process.

Preview Screen

After choosing a CSV file and uploading it, the contents of the CSV will be visible in the ‘Preview’ screen.

The data that is visible in the ‘Preview’ screen represents the campaign’s status AFTER the CSV processing is completed.

The ‘Action’ column will be seen empty, as the action has already been processed.

Column Description and Valid Values

Click here to get a list of columns in the CSV file. Please note there is a different template for Optimizer and non-optimizer campaigns and for Pop & Domain redirect and Push campaigns:


Separator

Whenever you add multiple values into a single cell, the separator between those values should be a pipe (“|”).

Mandatory Values, Approval Process and Compliance

Campaigns that are created or updated using a CSV file upload have the same requirements in terms of mandatory/optional values and will go through the same approval process as if they were created through the platform. The campaigns should comply to the same terms and conditions as campaigns that were created through the platform.

Advanced Instructions and Known Limitations

Some advanced capabilities, such as Carrier Targeting and Day Parting, which are available when creating or updating campaigns in the platform, are not available using the CSV file update.

When editing a downloaded file, it must be saved as a CSV (Comma Delimited) file only.

Excel limits the number of characters per one cell to 32,700. If you have a long black/white list or a long KW list, make sure it doesn’t exceed 32,700 characters.

There is a limit of 1,000 rows per CSV file. In other words, it is possible to update or create up to 1,000 campaigns per one action.

The combination of ‘Campaign Group’ and ‘Campaign Name’ is unique per advertiser. It is not possible to create two identical campaign names under the same Campaign Group. The same restriction applies when editing an existing campaign or campaign group name.

When creating or editing a Whitelist campaign, it is not allowed to add blacklist sources.

When creating a new campaign, it is not possible to choose both Traffic types: Full-Page PPV and Domain Redirect. You should select either Full-Page PPV (TRUE) – which means domain redirect will be FALSE, or Domain Redirect (TRUE), which means that Full-Page PPV will be (FALSE).

The same as in the platform, a whitelist campaign can’t be changed into a blacklist campaign and vice versa.

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