Advocate File Uploads
CQRC Engage allows you to upload advocate data from other systems using a formatted CSV (or Comma Separated Value) file. Engage will look at the headers for your file and try to match the information against our existing database. You’ll have a choice regarding what to upload and what to exclude from the file. Advocate Fields The upload file will match data to existing advocates, or if an advocate does not already exist, it...
Engage Advocate Subscription Scenarios
Scenarios: When a new advocate takes action or registers on Engage, the advocate will have status neverSubscribed = true if they do not select the emailOptIn field. The advocate profile for a new advocate created under this condition will look like this: At a later time, if the advocate selects the emailOptIn field when taking action, the advocate will become subscribed and the profile will be updated to: If an advocate has never...
Video: Uploading Advocates
Watch this seven minute video about how to upload advocates to your Engage database. Click here for the Advocate Upload Guide and Basic Advocate Upload Template referenced in the video....
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