What Happens When I Upload Users?

When you upload a list, each entry is evaluated during processing:

• If the user does not exist, a new user will be created with the data from your file
• If the user already exists, their data will be updated according to the file

Cortex is an automated marketing platform; new users will be put in queue for "New To Your Brand" and will start being evaluated for sends to other stages. 

Note: List upload users will not receive a transactional welcome email.

To reach these users with special messaging you'll want to control their data when you upload your list:

For example:

• If you upload a list and set your users' account_created_on values to one week in the past, Cortex will no longer try to send new to your brand messaging to these customers.
• If you upload a list and set a specific registration_source for your list you can segment a specific New To Your Brand template for those users.
• If you upload a list and set a date_unsubscribed for your users, they will only receive transactional messaging from Cortex.

List uploads can be used to set the following user properties:

• account_created_on (YYYY-MM-DD format required)
• date_unsubscribed (YYYY-MM-DD format required, any date will unsubscribe the user)
• full_name
• address1
• address2
• city
• state
• zip
• country
• phone
• birthday
• gender
• registration_source
• ip_address

Please note that the user record_id cannot be set or updated through the in-app tools.

Need more help?  See these articles:

• How To Upload Lists
• How To Email Blast a New User List
• How To Build Segments and Target Users

If you have any questions about how to control the messaging your new users receive, submit a request to the support team.