Bulk Update Segment Metadata

Bulk Update Segment Metadata

The Salesforce Data Management Platform (DMP) allows publishers and marketers to assemble and audience segment by combining one or more common attributes from first-, second- and third-party data.  These segments can be found in the Segments menu of the DMP UI. As data changes, there may be a need to update the metadata of a segment to support new organization or classification structures.  Metadata consists of name, category, sub category, and/or type, and does not include any of the segment rules.  For any meta data alterations, please provide a CSV file with changes to your account manager to get uploaded into the DMP.

Segment Metadata Format for Bulk Update

Prerequisite:

  • UTF-8 encoded CSV file
  • Column header row is required and case sensitive.  Column header should be: ID, Name, Type, Category, SubCategory
  • ID must match an existing ID in the DMP.  The ID is not overwritten. All other columns (Name, Type, Category, SubCategory) are overwritten. If an ID in the CSV file is invalid, the related row/record is skipped. All other valid IDs are processed.
  • CSV file should contain records to update.  Any Segment IDs not included in the CSV file will not be changed.

File format for changes to apply to segment metadata.

Column

Description

Required

Data Type

ID

Segment ID (lowercase version*)

Yes

String

Name

New Segment Name

Yes

String

Type

New Segment Type

Yes

String

Category

New Segment Category

Yes

String

SubCategory

New Segment Sub-Category

Yes

String

*lowercase version can be found at the top right of the segment listing -- “Standard Segment / ID:”

Example Data File:

ID,Name,Type,Category,SubCategory

acbowaynz,A&E_BatesMotel,Campaign,Television,A&E

pc9ab67a2,A&E_BatesMotel_[3rd],Campaign,Television,A&E

p3mbaoqge,A+E_BatesHotelWB,Campaign,Television,A&E

z3bbaoqge,A+E_BatesHotelWB_2,,Television,A&E

Additional Notes:

Q:  How are blank values handled? In the example data file above, the last row has Type with no value.

A:  This will result in a blank field for the metadata Type in segment A+E_batesHotelWB_2.  

z3bbaoqge,A+E_BatesHotelWB_2,,Television,A&E

Q:  If only one column needs to be updated, can I submit a change with the remaining columns blank?

A:  All columns are required, and you should carry the existing values of the other columns to the update file. If they are not carried over, then those columns will appear as blanks in the UI.

Example Update to Category

Before: p3mbaoqge,A+E_BatesHotelWB,Campaign,Television,A&E

Update submitted: p3mbaoqge,A+E_BatesHotelWB,Campaign,TV,A&E

Processed change: p3mbaoqge,A+E_BatesHotelWB,Campaign,TV,A&E

Vs.

Before: p3mbaoqge,A+E_BatesHotelWB,Campaign,Television,A&E

Update submitted: p3mbaoqge,,,TV,

Processed change: p3mbaoqge,,,TV,

(Values of Name, Type and Subcategory are overwritten with blanks.)

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