Yes, to change the status of segments you must include the Segment Id column and the appropriate status, e.g. Deleted, Active, or Paused. If the status is not present, the segments status will not be changed.
The Bulk Segment Management tool is used to create or update dynamic segments in bulk. Using the bulk edit tools is an advanced feature and requires knowledge of DailyStory's dynamic segment syntax. Uses include:
Bulk segment management is a feature only available to enterprise DailyStory customers.
To access the bulk dynamic segment management tool navigate to Segments > Bulk Edit.
When 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.).
RecommendedUse the Download Dynamic Segments button to download your existing segments or to use as a template.
The table below identifies the column names used in the bulk segment CSV file.
| Column Name | Description |
| Segment Id | The numerical id of the segment to update. If the id is not present this instructs the bulk import to create a new segment. |
| Name | The name of the segment. Required. |
| Description | The description of the segment. Optional. |
| Search | The search criteria of the segment. Required. |
| Status | The status of the segment: Active, Paused, Deleted. If blank or not present, the status of the segment is unchanged. |
| Is Call List | True/False indicating if the segment is used in call lists. Optional. |
Edit the CSV file, ensuring the above columns are included, then click the Import Segment File and select your .CSV.
ImportantWhen editing an existing download of your dynamic segments to modify, only include rows for segments you want to update or create.
If 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.
During import the search criteria will have a light validation done to ensure if conforms to a valid search format. If it does not, an error is logged for that row.
Below are some frequently asked questions about bulk segment management.
Yes, to change the status of segments you must include the Segment Id column and the appropriate status, e.g. Deleted, Active, or Paused. If the status is not present, the segments status will not be changed.
Dynamic 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'll receive an error message. This can include searches that don't start ws=, 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.
Technically no, but we generally recommend keeping it under 100 segments. However, we have tested with larger numbers of segments too.
When 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.