Onboarding - Uploading in the Lotame UI

OVERVIEW

This article will overview how to use the Lotame UI to upload both Onboarding (emails-to-behaviors) and Onboarding Opt-Out (list of emails to opt-out of Lotame onboarding) files. The format of these files are described in our Onboarding - File Format article.

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EMAIL File Upload

Log into https://platform.lotame.com/  and navigate to the File Management by first selecting Connections in the left hand menu.

Next select the Upload button in the top right.

Select Onboarding as the File type, add your file, select the Child Account to upload to, provide consent, and select Submit. Note that the checklist on the right will validate your file so you know what you uploaded will load correctly.

Once complete, you will be directed back to the listing of the files you have active within Lotame Onboarding.

OPTOUT File Upload

The format of the optout file is described in our Onboarding - File Format article.

The process of uploading an OPTOUT file is the same as email except you select Optout as the File Type at the top of the page.