Uploading Multiple Selections to a Multi-Select Contact Field from Multiple Files

  • 1
  • 1
  • Question
  • Updated 10 months ago
  • Answered
I am updating contacts who appear in multiple lists. Most of these contacts will remain in multiple lists, even after I've completed the update. As such, I recently added a new multi-select contact field (pre-set, not free-form) that covers the entire audience. However, I just uploaded two excel files with the same contact who appears in multiple lists and has multiple selections for this specific contact field. I was hoping that My Emma would see both selections and upload both (since it's a multi-select contact field). On import, My Emma only selected the most recent selection and de-selected the initial selection (I realize the logic behind this makes sense, as My Emma is doing exactly what I asked it to do). With that in mind, how do I add multiple selections to a multi-select contact field (I'm using excel)? Duplicates of the same contact field are not allowed, so is there some other way (a semi-colon or a comma) to add multiple selections? 

Thanks!
Photo of CEME

CEME

  • 6 Posts
  • 1 Reply Like
  • Excited

Posted 3 years ago

  • 1
  • 1
Photo of Laura Dickerson

Laura Dickerson, Official Rep

  • 778 Posts
  • 64 Reply Likes
Official Response
Hello,

Emma will always take the most recent information from a file if "Add and update" is chosen. To have the system recognize multiple selections for a contact field, the file would need to have the information in that file in the following formats: 
  • For Checkbox menus, make sure each option is separated by ':::' (three colons, no spaces). For a menu of favorite pizza toppings, the options in your spreadsheet might look like this: cheese:::sausage:::onions.
  • For Dropdown and radio button menus, make sure your Excel file's options match your dropdown menu options exactly. 'New York' won't match up with 'NY' and needs to be converted prior to import. Also make sure your options don't contain more than 200 characters of text apiece.
  • For Select multiple fields, make sure each option is separated by ':::' (three colons, no spaces).
There are quick, easy ways in Excel to change the formatting of an entire column of data. Be sure to use Microsoft Excel's help section if you're not sure how.  I hope that helps!
Photo of Vinh Nguyen

Vinh Nguyen

  • 1 Post
  • 0 Reply Likes
Laura, is there more documentation on this?

I'd like to know if i can post an update to a member's multi-select field via the API without completely overwriting the contents. Assuming user Jill has Option 1 and Option 2 of multi-select field, Options, would updating that account with only Option 3 completely overwrite the previous selections?
Photo of Grey Stepp

Grey Stepp, Support Team Manager

  • 1700 Posts
  • 135 Reply Likes
Hi there Vihn, 

I believe what you're looking for is here:  https://support.e2ma.net/Resource_Center/Account_how-to/importing-audience-members#Importing_to_cust...

To answer your question directly, there is not a way to AMEND a multi-select field, but rather if the field is being updated, the entire field is being updated, so if you are updating the field with only "Option 3", it will remove the other options.  You would want to update it like this "Option 1:::Option 2:::Option 3" 



Photo of CEME

CEME

  • 6 Posts
  • 1 Reply Like
Laura,
Thanks for the quick response. That was exactly the answer I was looking for. I'll be sure to use the colons to separate different options.
Photo of Beck Aboard

Beck Aboard

  • 20 Posts
  • 4 Reply Likes
Laura,
Is there any way to add a checked field into a number of already checked fields without losing the ones that were previously checked? Hard to explain... Say I have 100 addresses. Some with Fruit: apples, oranges, bananas checked. Others with apples, oranges checked. Others still with bananas checked.  And later I want to add apricots to an assortment of those emails. Any way to add on without losing what was already checked?
Thanks!
Becky
Photo of Laura Dickerson

Laura Dickerson, Official Rep

  • 778 Posts
  • 64 Reply Likes
Yes. You should be able to add in new selections that will add to the others, not delete the previous.
Photo of Beck Aboard

Beck Aboard

  • 20 Posts
  • 4 Reply Likes
Thank you, Laura. I did a test and it didn't work. Tried by using ::: 
Thoughts?