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Import Dotdigital lists to Fresh Relevance

Automatically create segments in Fresh Relevance directly from lists in Dotdigital.

Updated this week

Before you start

Things you need to know:

  • You must first complete the initial connection of your Fresh Relevance and Dotdigital 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 and Fresh Relevance.

  • You can only import Dotdigital lists to Fresh Relevance segments. If you want to import a Dotdigital segment, you must first convert or copy it to a list.
    Learn more in the Dotdigital article Copy or convert a segment to a list.


Set up the import job

  1. In Fresh Relevance, go to Data > Segments in the left side menu.

  2. Select CREATE SEGMENT.

  3. 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:

  1. Expand the Person import channel drop-down menu and select your Dotdigital import channel.

  2. Expand the Build segment for imports from this list drop-down menu and select the Dotdigital list you want to import.

  3. 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:

  1. For Segment name, enter a descriptive name for the created segment.

  2. 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:

  1. Select the checkbox to send an email notification once the segment is built.

  2. 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.

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