How to Bulk Update BrandChamp Tags via CSV Upload
You can now update BrandChamp tags in bulk by uploading a simple CSV file. This is especially useful when you want to tag users based on data from external systems (e.g., CRM, surveys, behavior exports) or maintain tag consistency across tools.
🧭 Where to Find the Tag Import Option
- Go to the BrandChamps tab.
- Click on the Bulk Update button (top-right corner).
- Select Update Tags from the dropdown menu.
📤 Upload Your CSV File
In the modal that opens:
- You’ll see instructions for formatting and an option to download a sample CSV file.
- Drag and drop your CSV file or click to browse and upload.
✅ CSV Format Requirements
Your file should have two columns:
Email– to identify the BrandChamp (must match existing users)Tags– a comma-separated list of tags for that user
Example:
| Tags | |
| john@example.com | vip, gold |
| alice@example.com | community, tier-2 |
📎 Sample file: Download here
Note:
- Tags are automatically converted to lowercase.
- Spaces and special characters are replaced with hyphens (e.g.,
My Tag!→my-tag).
👁 Preview & Confirm Updates
After uploading, you’ll see a preview of the changes before anything is applied.
You must select an Update Mode:
- Add – Adds the new tags alongside existing ones.
- Remove – Removes the listed tags from users (if present).
- Replace – Completely replaces all existing tags with the ones in the file.
Click Update to apply changes.
🧾 What Happens After Upload?
- The system will validate that each email exists.
- If there are errors (e.g., unmatched users), you’ll be notified before continuing.
- A success message will confirm the tag updates.
🧠 Pro Tips
- Use this feature to sync tags from a CRM, email platform, or segmentation tool.
- You can combine this with filters and bulk update actions in the UI for full control.
🔒 Permissions
Only users with Admin access can use the Tag Import feature.