To create a custom segment using the Guest ID's instead of email addresses, Navigate to Dashboard> Guests> Segment (beta) and click on a new segment
- Click on Add Rule and make the following selections
- Select the Segment type as "Custom List"
- Select List Type as New Custom List
- Once you select New Custom List, a new window will appear for uploading the CSV or adding Guest ID.
- For CSV Upload,
- The CSV file must be formatted with "Guest Id" as the header text and each guest Id in its own cell in the same column, as seen below.
- Any configuration outside of what is seen below will not work
- Any rows/entries containing non-guest Id entries should be removed from the CSV file, then attempt the import again.
- Once the segment is created, the box will display the email ids, even for the guests who were added using guest ids.
- For entering ID's manually into the Guests field,
- Paste the guest IDs in the list box
- Click on Done
- Once you have uploaded the List, you can save and close the Segment
Disclaimer:
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This additional disclaimer will be removed upon formal review of this article. The standard Punchh Inc. KB Disclaimer still applies, and can be found at: https://support.punchh.com/hc/en-us/articles/360040100273-Punchh-Inc-Knowledge-Base-Disclaimer
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