How can we help you?
How can we help you?
In this training article, we'll show you how to:
As a marketer, it can be very time-consuming to add objects (such as keywords or creatives) to the Platform manually. That's where the bulk upload functionality comes in handy.
With a bulk upload, you can add multiple objects all at once -- saving you time to work on something more important. Bulk uploads can be performed by either pasting details into a text box in the Platform (up to 1000 rows), or by uploading a .csv or Unicode .txt file created in a spreadsheet program like Microsoft Excel.
You can use bulk uploads to add any of the following objects within the Platform:
Join a member of the Marin Software team in our video, and learn how to make bulk changes to your objects using the Platform's handy bulk upload feature.
Click the play button to get started. (Length: 3:09).
There are two steps to a standard bulk upload: creating your bulk sheet and uploading it. Below we'll briefly explain each of these.
Before you can create a bulk sheet, you need to know which columns to include. To do this, go to the main tab that contains the relevant objects (e.g. Keywords) and click the Bulk add/edit link in the lower-left of the screen. You'll see a list of [Optional] and Required columns. Optional columns will always be shown in square brackets. Everything else has to be included for the bulk upload to succeed. With that info to hand, follow these steps:
Once you've created your bulk sheet, you can upload it by following these steps:
Want to try out the bulk upload process before doing it for real? Not a problem. With our nifty interactive widget below, you can run through all of the steps we explained above in a totally safe environment. Once you're confident with how it all works, you'll be ready to head to the Platform -- and really hit the ground running.
Click an icon below to begin.
If you're ready to begin uploading your own bulk sheets to the Platform (and saving time), we've got something to make the task even easier.
Click the links below to download pre-populated bulk sheets for the most frequently used bulk tasks. We've included all of the required columns in these samples, but please do check the bulk add/edit screen in the Platform for any optional columns you may want to add.
Note: Please be sure to open these files in Microsoft Excel (or similar spreadsheet editor).
We've given the basics of bulk uploads above, but there's a lot more detail you can learn. Try the link below to explore bulk adding and editing in more depth.