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Would you like me to walk you through the process? (Have you ever created…
Would you like me to walk you through the process?
Have you ever created a zip-code file before?
Yes!
Awesome. The first step is to format the zip code file itself. Do you have a zip code file template?
Yes
Great. Then, go ahead and let me know when you've opened it, and are ready to proceed.
Ready
No
Fair enough. You can find it right here. \n
https://www.dropbox.com/home/Customer%20Care/Onboard%20training%20program/Phase%203%20-%20MixR%20Basics/6%20Audience%20Setup%20Tab/4.5%20Zip%20Code%20Subset?preview=Zip+code+file+upload+example.csv
Do you know what information to put in each column?
Yes
Wow - you are a pro! You probably didn't need my help after-all.
"Let's proceed to MixR, and upload the file in the panel demo's tab in mixR.
https://s3.amazonaws.com/chatbot.criticalmix.com/resources/images/26613127_315531142285841_1501656486_o.png
\n\nClick on 'create from file' (highlighted in Red): \n
https://s3.amazonaws.com/chatbot.criticalmix.com/resources/images/26692553_315523708953251_871072492_o.png
\nWhen the window pops up, let's fill in the 3 main fields before we upload. In the 'name' field, name it something like 'CX-xxxxxx zip codes' (replacing the x's with your CX number). That will make it easier to find when you add it to your project. \nThe description can be the project title, or even the grouping of the zip codes (i.e. 'west-coast zips'). The 'genre' should always be 'ad hoc.' Finally, just browse and select your CSV file that we've just created from the template and hit save!
1 more item...
No
Alright. Let me describe it.
https://s3.amazonaws.com/chatbot.criticalmix.com/resources/images/26241468_315534445618844_1927665959_n.png
Column 1, you want to put the 'code' or 'punch' designation that corresponds to the city, county, or state of the zip code grouping. The next column, column B, corresponds to the name of the city, county or state. The 3rd column, column C, always needs to say "postal code" - all lowercase, no extra spaces after 'code.' Finally, column D, put the actual zip codes.
https://s3.amazonaws.com/chatbot.criticalmix.com/resources/images/26610636_315534448952177_1680211627_o.png
Be sure to format column D as 'number, special, zip-code', otherwise any zip codes with a leading zero may not format properly as a 5-digit number!
Save the entire file in CSV format! (very important)
Now, we're ready to name the zip code file.
Ready
1 more item...
No
OK - No worries. There's a first time for everything. Go ahead and watch this background video and let me know when you're ready to proceed.
https://www.dropbox.com/home/Customer%20Care/Onboard%20training%20program/Screencasts?preview=Zip+Code+Subset+Creation.mp4
Ready
No
OK, then. Be sure to hit me up if you change your mind!
Yes!