{"Status":true,"Message":"","Response":{"post":{"postuid":"3aeb9bd4-53f7-4a03-90d7-e0cd3df62f2a","tenantuid":"d8b744fc-2e70-4089-bb80-dd1d08f6c7b2","projectuid":"239698c5-f7eb-4574-8cc8-c6568f08b3a0","title":"Bulk Segment Management","slug":"article/bulk-segment-management","html":"\u003Cp\u003EBulk Segment Management is used to create or update \u003Ca href=\u0022/article/lxpvj9ex98-create-a-dynamic-segment-from-search\u0022\u003Edynamic segments\u003C/a\u003E in bulk. You can bulk edit segments directly within the segment itself in DailyStory, or use a CSV file to create and update segments at scale. Bulk editing is an advanced feature and requires knowledge of DailyStory\u0027s \u003Ca href=\u0022/article/lxpvj9ex98-create-a-dynamic-segment-from-search\u0022\u003Edynamic segment syntax\u003C/a\u003E. Uses include:\u003C/p\u003E\u003Cul\u003E\u003Cli\u003EUpdating segment names to follow a consistent pattern\u003C/li\u003E\u003Cli\u003EUpdating search criteria across many segments at once\u003C/li\u003E\u003Cli\u003EActivating, pausing, or deleting segments in bulk\u003C/li\u003E\u003Cli\u003ECreating many similar segments\u003C/li\u003E\u003Cli\u003ERemoving unused segments\u003C/li\u003E\u003C/ul\u003E\u003Ccite class=\u0022important\u0022\u003E\u003Cspan class=\u0022title\u0022\u003EImportant\u003C/span\u003E\u003Cp\u003EBulk segment management is a feature only available to enterprise DailyStory customers.\u003C/p\u003E\u003C/cite\u003E\u003Cp\u003ETo access the bulk dynamic segment management tool navigate to \u003Cb\u003EContacts \u0026gt; All Segments\u003C/b\u003E.\u003C/p\u003E\u003Cp\u003ELook for \u003Cb\u003EBulk Update:\u003C/b\u003E\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022753\u0022 data-height=\u0022382\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/43635e0e-fa2f-42ac-88b4-648343014ea3.png?v=-2007719829\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003EThe below screen will appear:\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u00221028\u0022 data-height=\u0022353\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/e88435b3-7c2c-4dd8-b5a6-7ce16d21454c.png?v=1669374904\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ch2 id=\u0022bulk_edit_segments_directly_in_dailystory\u0022\u003EBulk edit segments directly in DailyStory\u003C/h2\u003E\u003Cp\u003EYou can now bulk edit segments directly within the segment itself, with no CSV download or import required. Changes are applied in place, making this the fastest way to update many segments at once.\u003C/p\u003E\u003Cp\u003EThe following fields can be edited directly:\u003C/p\u003E\u003Ctable border=\u00221\u0022 style=\u0022border-collapse: collapse; width: 100%;\u0022\u003E\u003Cthead\u003E\u003Ctr\u003E\u003Cth\u003EField\u003C/th\u003E\u003Cth\u003EWhat you can change\u003C/th\u003E\u003C/tr\u003E\u003C/thead\u003E\u003Ctr\u003E\u003Ctd\u003EName\u003C/td\u003E\u003Ctd\u003ERename segments, for example to follow a consistent naming pattern.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003EDescription\u003C/td\u003E\u003Ctd\u003EAdd or update the segment description.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003ESearch\u003C/td\u003E\u003Ctd\u003EUpdate the \u003Ca href=\u0022/article/w9704u8cc1-advanced-contact-search-guide\u0022\u003Esearch criteria\u003C/a\u003E that determines who is included in the segment.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003EStatus\u003C/td\u003E\u003Ctd\u003ESet the segment status to \u003Cb\u003EActive\u003C/b\u003E, \u003Cb\u003EPaused\u003C/b\u003E, or \u003Cb\u003EDeleted\u003C/b\u003E.\u003C/td\u003E\u003C/tr\u003E\u003C/table\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003EWhen to use direct editing vs. a CSV file\u003C/span\u003E\u003Cp\u003EUse direct editing for quick changes such as renaming segments, adjusting search criteria, or activating, pausing, and deleting segments. Use a CSV import when you are creating many new segments or prefer to prepare changes offline in a spreadsheet.\u003C/p\u003E\u003C/cite\u003E\u003Ch2 id=\u0022what_is_the_bulk_segment_file_format\u0022\u003EWhat is the bulk segment file format\u003C/h2\u003E\u003Cp\u003EWhen working with bulk management of segments, the file format is a comma separated value (CSV) file with a specific column names. A CSV file is editable in any spreadsheet software (Excel, Google Sheets, etc.).\u0026nbsp;\u003C/p\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003EUse the Download Dynamic Segments button to download your existing segments or to use as a template.\u003C/p\u003E\u003C/cite\u003E\u003Ch3 id=\u0022column_names_used_for_bulk_create_and_update\u0022\u003EColumn names used for bulk create and update\u003C/h3\u003E\u003Cp\u003EThe table below identifies the column names used in the bulk segment CSV file.\u003C/p\u003E\u003Ctable border=\u00221\u0022 style=\u0022border-collapse: collapse; width: 100%;\u0022\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Cb\u003EColumn Name\u003C/b\u003E\u003C/td\u003E\u003Ctd\u003E\u003Cb\u003EDescription\u003C/b\u003E\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003ESegment Id\u003C/td\u003E\u003Ctd\u003EThe numerical id of the segment to update. If the id is not present this instructs the bulk import to create a new segment.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003EName\u003C/td\u003E\u003Ctd\u003EThe name of the segment. Required.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003EDescription\u003C/td\u003E\u003Ctd\u003EThe description of the segment. Optional.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003ESearch\u003C/td\u003E\u003Ctd\u003EThe search criteria of the segment. Required.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003EStatus\u003C/td\u003E\u003Ctd\u003EThe status of the segment: Active, Paused, Deleted. If blank or not present, the status of the segment is unchanged.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003EIs Call List\u003C/td\u003E\u003Ctd\u003ETrue/False indicating if the segment is used in call lists. Optional.\u003C/td\u003E\u003C/tr\u003E\u003C/table\u003E\u003Ch2 id=\u0022how_to_create_or_update_a_hrefarticlev1v5lti4gfsegmentsexisting_segmentsa\u0022\u003EHow to create or update \u003Ca href=\u0022/article/v1v5lti4gf-segments\u0022\u003Eexisting segments\u003C/a\u003E\u003C/h2\u003E\u003Cp\u003EEdit the CSV file, ensuring the above columns are included, then click the \u003Cb\u003EImport Segment File\u003C/b\u003E and select your .CSV.\u003C/p\u003E\u003Ccite class=\u0022important\u0022\u003E\u003Cspan class=\u0022title\u0022\u003EImportant\u003C/span\u003E\u003Cp\u003EWhen editing an existing download of your dynamic segments to modify, only include rows for segments you want to update or create.\u003C/p\u003E\u003C/cite\u003E\u003Ch3 id=\u0022update_existing_segments\u0022\u003EUpdate existing segments\u003C/h3\u003E\u003Cp\u003EIf the row includes a numerical value for the segment id this instructs the import to update the segment with that id. If no segment is found for that id it is logged as an error.\u003C/p\u003E\u003Ch3 id=\u0022search_criteria_validation\u0022\u003ESearch criteria validation\u003C/h3\u003E\u003Cp\u003EDuring import the search criteria will have a light validation done to ensure if conforms to a valid \u003Ca href=\u0022/article/w9704u8cc1-advanced-contact-search-guide\u0022\u003Esearch format\u003C/a\u003E. If it does not, an error is logged for that row.\u003C/p\u003E\u003Ch2 id=\u0022frequently_asked_questions\u0022\u003EFrequently Asked Questions\u003C/h2\u003E\u003Cp\u003EBelow are some frequently asked questions about bulk segment management.\u003C/p\u003E\u003Csection class=\u0022faq\u0022\u003E\u003Ch3\u003ECan I use this to bulk delete, activate or pause segments?\u003C/h3\u003E\u003Carticle\u003E\u003Cp\u003EYes. You can change the status of segments to \u003Cb\u003EActive\u003C/b\u003E, \u003Cb\u003EPaused\u003C/b\u003E, or \u003Cb\u003EDeleted\u003C/b\u003E directly within the segment itself when bulk editing, with no file required.\u003C/p\u003E\u003Cp\u003EYou can also change status with a CSV import. Include the Segment Id column and the appropriate status. If the status is not present, the segment\u0027s status will not be changed.\u003C/p\u003E\u003C/article\u003E\u003C/section\u003E\u003Csection class=\u0022faq\u0022\u003E\u003Ch3\u003EDo I still need a CSV file to bulk edit segments?\u003C/h3\u003E\u003Carticle\u003E\u003Cp\u003ENo. Existing segments, including their status, can be bulk edited directly within DailyStory. The CSV import remains available and is best suited for creating large numbers of new segments or preparing changes in a spreadsheet.\u003C/p\u003E\u003C/article\u003E\u003C/section\u003E\u003Csection class=\u0022faq\u0022\u003E\u003Ch3\u003EI received an error that my search text was invalid, what does that mean?\u003C/h3\u003E\u003Carticle\u003E\u003Cp\u003EDynamic segment rely on a search string that is used to determine who is included in the segment. If the search string is malformed or has clear errors, you\u0027ll receive an error message. This can include searches that don\u0027t start w\u003Ccode class=\u0022inline-code\u0022\u003Es=\u003C/code\u003E, search text that is enclosed in quotes, and more. While we do our best to validate your search criteria during import, there can still be other errors such as misspellings.\u0026nbsp;\u003C/p\u003E\u003C/article\u003E\u003C/section\u003E\u003Csection class=\u0022faq\u0022\u003E\u003Ch3\u003EIs there a limit to how many segments I can create, delete, or update at once?\u003C/h3\u003E\u003Carticle\u003E\u003Cp\u003ETechnically no, but we generally recommend keeping it under 100 segments. However, we have tested with larger numbers of segments too.\u003C/p\u003E\u003C/article\u003E\u003C/section\u003E\u003Csection class=\u0022faq\u0022\u003E\u003Ch3\u003EWhat does it mean if I receive an error that no changes were made?\u003C/h3\u003E\u003Carticle\u003E\u003Cp\u003EWhen updating segments we compare the current name, description, search, etc. if they are the same as what the segment is already set to this is flagged as an error as no changes were made.\u003C/p\u003E\u003C/article\u003E\u003C/section\u003E\r\n\u003Cscript type=\u0022application/ld\u002Bjson\u0022\u003E\r\n{\r\n  \u0022@context\u0022: \u0022https://schema.org\u0022,\r\n  \u0022@type\u0022: \u0022FAQPage\u0022,\r\n  \u0022mainEntity\u0022: [\r\n{\r\n    \u0022@type\u0022: \u0022Question\u0022,\r\n    \u0022name\u0022: \u0022Can I use this to bulk delete, activate or pause segments?\u0022,\r\n    \u0022acceptedAnswer\u0022: {\r\n    \u0022@type\u0022: \u0022Answer\u0022,\r\n    \u0022text\u0022: \u0022Yes. You can change the status of segments to Active , Paused , or Deleted directly within the segment itself when bulk editing, with no file required. You can also change status with a CSV import. Include the Segment Id column and the appropriate status. If the status is not present, the segment\u0027s status will not be changed.\u0022\r\n    }\r\n},\r\n{\r\n    \u0022@type\u0022: \u0022Question\u0022,\r\n    \u0022name\u0022: \u0022Do I still need a CSV file to bulk edit segments?\u0022,\r\n    \u0022acceptedAnswer\u0022: {\r\n    \u0022@type\u0022: \u0022Answer\u0022,\r\n    \u0022text\u0022: \u0022No. Existing segments, including their status, can be bulk edited directly within DailyStory. The CSV import remains available and is best suited for creating large numbers of new segments or preparing changes in a spreadsheet.\u0022\r\n    }\r\n},\r\n{\r\n    \u0022@type\u0022: \u0022Question\u0022,\r\n    \u0022name\u0022: \u0022I received an error that my search text was invalid, what does that mean?\u0022,\r\n    \u0022acceptedAnswer\u0022: {\r\n    \u0022@type\u0022: \u0022Answer\u0022,\r\n    \u0022text\u0022: \u0022Dynamic segment rely on a search string that is used to determine who is included in the segment. If the search string is malformed or has clear errors, you\u0027ll receive an error message. This can include searches that don\u0027t start w s= , search text that is enclosed in quotes, and more. While we do our best to validate your search criteria during import, there can still be other errors such as misspellings.\u0026nbsp;\u0022\r\n    }\r\n},\r\n{\r\n    \u0022@type\u0022: \u0022Question\u0022,\r\n    \u0022name\u0022: \u0022Is there a limit to how many segments I can create, delete, or update at once?\u0022,\r\n    \u0022acceptedAnswer\u0022: {\r\n    \u0022@type\u0022: \u0022Answer\u0022,\r\n    \u0022text\u0022: \u0022Technically no, but we generally recommend keeping it under 100 segments. However, we have tested with larger numbers of segments too.\u0022\r\n    }\r\n},\r\n{\r\n    \u0022@type\u0022: \u0022Question\u0022,\r\n    \u0022name\u0022: \u0022What does it mean if I receive an error that no changes were made?\u0022,\r\n    \u0022acceptedAnswer\u0022: {\r\n    \u0022@type\u0022: \u0022Answer\u0022,\r\n    \u0022text\u0022: \u0022When updating segments we compare the current name, description, search, etc. if they are the same as what the segment is already set to this is flagged as an error as no changes were made.\u0022\r\n    }\r\n}\r\n    ]\r\n}\r\n\u003C/script\u003E","publish_status":0,"post_type":"Article","authoruid":"3dde8c16-763a-4a2b-ae0b-1d8c50c62e3d","author":{"authoruid":"3dde8c16-763a-4a2b-ae0b-1d8c50c62e3d"},"featured_image_updating":false,"meta_description":"Bulk Segment Management lets enterprise users create or update dynamic segments in DailyStory via CSV. Supports bulk rename, edit, and delete actions.","display_toc":true,"has_workingcopy":false,"allow_indexing":true,"sort_order":10,"total_views":354,"date_published":"2026-03-17T05:00:00","date_updated":"2026-10-01T17:49:01.957","date_created":"2026-03-06T15:07:43.983"}}}