CSV bulk generation allows users to send Mail by uploading a CSV of input values, rather than entering input values via the form in Matik. Cases where this might be useful include:
- If you want to run a Matik Mail send for a very specific batch of input values
- If you want to be able to preview all the input values in a CSV before sending
- If the setup of your data and your template make it easier to provide input values in CSV format.
Setup
To use CSV bulk generation, create a CSV file with the format outlined in the CSV Bulk Generation Help Article. The CSV should include a column for each input the template, and each row should include the corresponding input values you want to use to generate.
There is a 15,000 row limit for CSV Bulk Generation. If your CSV file is more than 15,000 rows you will need to split it into separate files and batch send. Note that your organization must have CSV bulk generation turned on in its Enterprise Settings.
When ready to send, navigate to the email template on which you wish to send a CSV bulk generation. Navigate to the "Send and Schedule" tab, select "CSV Upload" in the form on the left, and upload your CSV. Then you can choose to schedule a send or to send immediately.
Use caution when creating your CSV file to ensure that the format and the values you enter are correct. There is no input validation on CSV generations so any incorrect or invalid values may result in the wrong data being sent or errors to occur in your emails.
Remaining Emails and Status during CSV Bulk Generations
Since the number of emails generated during a CSV Matik Mail bulk generation can vary, the number of remaining emails displayed in the Flows tab may vary throughout the generation process.
Example: Using a CSV to Send for a Specific Set of Input Values
You might want to use bulk gen via CSV if you want to send Mail for a set of input values, that's difficult to populate via the UI. For example, you might do this if:
- You want to regenerate for specific input values as part of troubleshooting errors that occurred in a previous run.
- You want to generate using input values that are difficult or impossible to populate using the form.
- You want to batch your bulk generation into smaller runs, and managing this via a CSV is easier.
To do this, you would simply upload a CSV with the desired input values. For example, say you have a template:
- Uses the following inputs
- &:account_name, that takes an account name
- &:custom_text, that takes some text string
- With the following DC
- {{Recipients_DC}}, which returns email addresses based where account = &:account_name
- {{customized_text_block}}, which returns the text that's entered in &:custom_text.
To bulk generate via CSV, you could upload a CSV with input values like this:
In that case, assuming that {{Recipients_DC}}
- Returned 2 emails for Acme Corp: john@acme.com, jane@acme.com
- And 1 email for Wonka Industries: jeff@wonka.com
Then 3 emails would be sent:
- To: john@acme.com, with the message "Here's a custom message for Acme!"
- To: jane@acme.com, with the message "Here's a custom message for Acme!"
- To: jeff@wonka.com, with the message "Here's a custom message for Wonka!"
Example: Send Mail to a CSV of Email Addresses
If you prefer to populate your email recipients with a CSV export, you can do this using CSV bulk gen. This might be helpful if your process involves ad-hoc manual review of recipients, or if you can't or don't want to connect your recipients list directly to Matik.
To do this, you would set up your inputs and DC to expect a list of email addresses. Here's an example setup for this use case.
Set up an input to be populated with email address(es). For example, here is an example &:email_address_csv_gen Text Box input.
Set up Recipients DC based on that input. For example, here is a Static {{manual_email_input}} DC that's set up to just ingest the text values from &:email_address_csv_gen.
Set up your email template. Configure your Matik Mail template, using the Recipients DC you have created. If you want to personalize your email for each recipient, make sure all the other DC in the email reference the input used for your Recipients DC. Otherwise, there's no way to map the content to the appropriate recipient.
Matik only supports including 1 recipient in the To: field. Each individual primary recipient must have its own row in the CSV, even if all the other input values remain the same.
For example, "To: jane@acme.com" would
be supported, but "To: jane@acme.com, john@acme.com" would not.
If you would like more than one recipient to receive a given email, use the CC:
or BCC: fields.
The end result will be a template where you manually populate recipients by providing a list of email addresses as input values. You can then do this either by filling out the inputs form, or by uploading those values in bulk via CSV.
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