How to Configure Known Customers and Associates Function
Video Walk Through.
What Is a Suppression List?
The Known Customers and Associates list provides you with the ability to process your customers without being charged for identifications. The list supports email addresses in plain text and hashed format using SHA256 encoding.
There are three kinds of Suppression List
- Known Customers & Associates
- Suppression List
- Filter States
You will still see your Known Customers in your dashboard and your leads menu.
We will be covering the Known Customers and Associates in this article.
The Known Customers and Associates List are tracked, but there is no cost to these identifications. Additionally, they do not get sent to your marketing platforms.
Some examples for the Known Customers & Associates list are:
- Active Customers
- Employees
- Franchises
- Vendors
- & other groups you do not want to identify
Known Customers and Associates will show with no locations. This is how you ID them.
We do not validate the Known Customers emails after they've been added.
How to upload your Known Customers and Associates List.
Step 1.
From your Visual Visitor Dashboard go to 'Configuration-> Known Customers.'
Step 2:
When uploading to your Known Customer List you can add the email address itself, or upload a hash file. Selection 'Actions' to add your email addresses in the drop down menu.
A hash file is a one way encryption that can turn an email address into a code without people being able to see what that email address is.
You can add an email address or hash file with the Add Addresses or Upload Suppression List. For this example we will be manually adding the addresses.
Step 3 When Selecting Add Customer:
Input your hash file or email address and select 'Add Customer.'
Step 3 When Choosing Upload a Customer List:
Select 'Upload Customer List' and choose your file then select Upload.
This file MUST be in a CSV
You can find an example template below or select the Download Sample CSV File in your Upload Known Customers screen.
You're done!
Once you've input your addresses and/or hash files your list will be updated and nothing else needs to be done. You should see your added contacts on your screen.
To start your Suppression List, click here.
For help turning emails into SHA256, click here.
You MUST have headers in your upload file.
The Upload template is attached below.
Related Articles
How to Configure Known Customers and Associates Function
What Are Suppression Lists? The Known Customers and Associates list provides you with the ability to process your customers without being charged for identifications. The list supports email addresses in plain text and hashed format using SHA256 ...What is the Known Customers Function?
What is the Known Customers Function? The Known Customers function is part of our suppression features. The suppression feature is a list of contacts to whom you do not wish to send communications, either because you are already familiar with them or ...Suppression List
What Is A Suppression Lists? The Suppression list provides you with the ability opt out of any data processing for a specific email address. Situations that would warrant the use of this list include activities such as “do not sell my data” or “do ...State Suppression List
We have three Suppression Types! Suppression List Known Customer Local Filter Suppression Local Filter Suppression. Are you a local business? Only want to receive identifications from states you select? The Local Filter Suppression list only ...Uploading Known Customers Function In a Large File
Where do I start? To upload your Known Customers file you will first determine if you want to upload in text or SHA256. If you prefer SHA256, you will need to convert the emails. To learn more about SHA256, click here. SHA256 (also known as a hash ...