Bulk Operation of Visitor Target

Overview

The Visitor Target Rule Bulk Operation feature allows you to efficiently manage visitor target in bulk. This functionality is essential for large-scale visitor target rule management, enabling you to export and import visitor target quickly and accurately. Follow the instructions below to perform visitor target bulk operations using the dashboard.

Exporting Visitor Target

  1. To navigate to the Visitor Target Administration page, click on the "Workbench" tab in the top navigation bar.

  2. Next, click on the "Merchandising" tab in the left navigation

  3. Then click on the "Visitor Targets/Personas" from the menu. You will then be taken to the Visitor Target Administration page.

  4. Select the visitor target that you would like to export

  5. Click on "Actions" then select "Export selected"

  6. Finally click on "Download File" to download the XSLX file

    Importing Visitor Target

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Note

Please do not create a new XSLX file from scratch. Please download the template file provided on the dashboard and edit it if you prefer not to use the exported file.

The "Visitor Target Bulk Load" page streamlines your workflow by enabling you to upload multiple visitor targets simultaneously, saving you the time and effort of entering them individually.

  1. To navigate to the Visitor Targets Bulk Load page, click on the "Workbench" tab in the top navigation bar.

  2. Next, click on the "Merchandising" link in the left navigation

  3. Then click on the "Visitor Targets/Personas" from the menu. You will then be taken to the Visitor Targets Administration page.

  4. Select the "Bulk Load" tab at the top of the page.

  5. Click "Upload" to upload your XSLX file

  6. Select "Continue".

  7. Confirm that your XSLX file had been uploaded properly and select "Import Visitor Targets" to start the process.


  8. Remember to create a new index to ensure the new visitor targets take effect.