Bulk Links (CSV Method) for PersistIQ

Create a CSV containing all your audience information and generate unique links for Nexweave media for each row of information. Import this CSV to PersistIQ to share personalised and interactive content at scale!

For our demonstration, we are sharing a personalised image in an email that hyperlinks to a video landing page.

Let’s begin by creating a new campaign. If you are new to creating Nexweave campaigns, you can have a look at our campaign documentation here

Configure a new Nexweave campaign

  1. Within the Nexweave platform, start by navigating to Campaigns and click on Create New Campaign.
  2. Set the Campaign Name and select the Campaign Type. You can read more about the available campaign types here. Since we aim to use both Image and Video templates as a part of our campaign, we selected the campaign type as Image + Video. However, you may choose either Image or Video campaigns, based on your preferences.

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3. Next select the Image and Video templates you would like to employ for this campaign.

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For our demonstration we have selected:

  • Image template : Welcome Message - Play
  • Video template : Welcome to the family
  • Video thumbnail : Welcome Message - Play

4. Select your either default or custom landing page URL and click on Save and Proceed  to continue.

Now let’s proceed to setting up the activation method.

Setting the Activation Method

  1. Start by selecting the Activation Method from the dropdown. For a CSV Campaign, select Bulk Link Campaign.
  2. Then click on Download CSV Template. This will download a template containing all the variables as column headers in the sheet.
  3. Populate this CSV template with user data and save it to your files.

Please note: If your variables do not include Email, you will need to add that as a CSV column header manually

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4. Next, click on Upload CSV and select the populated CSV created in the previous step. You can click to preview the image and video templates selected, if you wish to

5. Once done, click on Generate Links to create unique links for each row.

6. Finally, click on Download links to download the CSV sheet with Nexweave media links included. 

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You can also click on Embed code to view the Image embed code for email and the video landing page embed code. 

Let’s move to Persist IQ to setup contacts and create a Campaign

Setup prospects on Persist IQ

  1. Start by logging into your PersistIQ account.
  2. Navigate to Prospects. All your existing prospects are listed here along with prospect fields of information in various columns.
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3. In the next steps we will be importing the Nexweave CSV sheet containing audience information and unique image and video links.

As can be seen above, persistIQ has some default prospect fields available such as Name, email, company etc. However, it does not have prospect fields available for their personalised image and video links

4. To add custom fields, click on your Account Name at the bottom left corner of the screen and select settings and billing

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5. Then, click on Company settings to expand its menu and then click on prospect fields to view the list of existing fields and manage them

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6. Next, click on New Field. In the drop down that appears, name the field and set the type as Text. We have added the fields:

  • Imagelink
  • Videolink

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7. Once your custom fields are added, click on Prospects to navigate back to your prospect list. To import prospects, click on Imports.

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8. The Imports page will show you any past prospect imports that you’ve undertaken. To import a new list of contacts or data, click on Import Contacts

9. Then click on Select file and add the csv file containing audience information and personalised video and image links, extracted from the Nexweave Campaign. 

10. You will then be prompted to map the columns of the csv file (which are the Nexweave personalisation variables + image and video links) with the matching PersistIQ prospect fields.

Click on the dropdown against each column and select the Prospect field that matches.We have matched:

  • USERNAME - first name
  • EMAIL - email
  • Links - videolink
  • imagelinks - imagelink

11. You will also be prompted to either Skip or Update data for duplicates. Click on import to complete.

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Great! Once your prospects are setup, proceed with creating a campaign!

Setup a PersistIQ Campaign

  1. Navigate to Campaigns and click on New Campaign to start the process. 

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2. Set the Campaign name in the modal that appears. Click on Save to continue.

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3. Click on Add Step and select Email. This will launch the email editor.

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4. Add text to the email body. To add personalisation variables, click on Variables and select the field you want to add.

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5. Next, to add the personalised image to the email, click on <> to open the HTML editor

In the HTML block that appears, copy and paste the code :

<a href="{{videolink}}">  <img src="{{imagelink}}" width="60%">  </a> 


  •  {{videolink}} is the variable field we created to map with the Video URLs in the CSV file 
  • {{imagelink}} is the variable field we created to map with the Image URLs in the CSV file 

You may replace these fields with the custom fields you created and mapped at your end

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Please note : In the Preview mode, you may not be able to see the image, however the same will be reflected once you send it over an email.

6. Click on Save on the Email editor to save the email template created.

7. Once the email is saved, you can click on Send Test if you wish to send a test email. 

8. Click on Add prospects, to select the contact list to share this email with.

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9. Check the boxes against the prospects you want to send this email to and click on Add to Campaign to confirm

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10. You will be redirected back to the campaign summary. Here click on Review Email 

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11. In the review screen, you can view errors in the email, if any and get a preview of what the recipients will see at their end. For our demonstration, since we have hyperlinked the image in email to a video landing page. We can also click on the image to preview the personalised video. 

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12. Once you have reviewed your email, click on Send All to complete the process.

Your Nexweave personalised images and videos will be on their way to impress your audience!

Updated 06 Feb 2021
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