Overview

The foundation of any effective marketing campaign strategy is to have a specific and defined audience of contacts. Creating a targeted audience list by utilizing important customer data, such as past purchase history, product engagement or site interaction, or loyalty or subscription data, can be an effective way to test your marketing performance. 

As you export your campaign audience list to bring it into Lob, keep the following guidelines in mind when using the Campaigns feature, either in the Dashboard or the API. 

Step 1: Build your audience file

All CSVs are required to contain recipient address data. If you are using HTML templates with merge variables for your creative, your CSV must also include merge variable data.

Files must have a .csv filename extension and must not exceed 5GB. 

You are not required to name your columns to Lob's naming convention, as you can easily map them in the Dashboard. However, any fields that use Lob's naming convention will be automatically mapped. The Lob naming convention for CSV column headers are indicated below in bold. 

Required columns

• name: Recipient name must be 40 characters or less
• address_line1: Must be 64 characters or less
• address_city: Must be 200 characters or less
• address_state: 2-letter US state short-name code (e.g. CA for California)
• address_zip: Must follow the ZIP format of 12345 or ZIP+4 format of 12345-1234
• Any merge variable data
  • When using merge variables that point to a URL, like a variable image, ensure the link is public and can be accessed by Lob

Optional columns

• address_line2: Must be 64 characters or less
• company: Must be 40 characters or less
• address_country: Must be in ISO 3166-1 alpha-2 convention (e.g. US for United States of America )
• metadata or metadata_: Metadata must not contain more than 20 key-value pairs. Keys can be at most 40 characters and valuesmust be at most 500 characters. 
  • Mailpiece metadata: is passed in the CSV and applies to each individual row, or recipient. Mailpiece metadata is great for tags that are specific to each recipient, like state:NC or first_name:John. 
    
    Mailpiece metadata can be passed in the CSV one of two ways:
    
    
    1. As regular column data: You can use any number of the CSV columns as metadata for your mailpieces such as “name”, “address_line1” etc. The values for this column for each row should be regular text and not JSON formatted. See our API documentation on how to use more than one column from your CSV file as metadata.
       
       Example: If you have a column in your CSV file called “recipient” and the value of the cell for this column in the first row is “john_smith”, then the metadata that gets attached to your mailpiece for this row will be “recipient: john_smith”
       
       

       name	address_line1	address_city	address_state	address_zip	recipient
       John Smith	200 First St #1	Charlotte	NC	28209	john_smith

    2. In multiple columns, prefixed with metadata_. For example, your file could have metadata_state and metadata_firstname columns, and then the values that correspond to each mailpiece in each row.
       
       

       name	address_line1	address_city	address_state	address_zip	metadata_key1	metadata_key2
       John Smith	200 First St #1	Charlotte	NC	28209	value1	value2

       
       
  • Not to be confused with Campaign metadata
    • It is configured on the POST /v1/campaignsAPI call or in the dashboard, on the Campaigns Configure Settings screen at the bottom “Add Tags” section. 
      • Campaign metadata is not configured within your CSV
    • Each individual mailpiece created through the campaign will inherit Campaign metadata. This is great for tags you’d like to apply to an entire campaign and can be set in Step 1. 
      
      

Step 2: Map your data to your campaign

Dashboard

Upload your CSV file in Campaigns > Step 2: Add Audience. 

Campaigns API

When sending the POST or PATCH request to the /v1/uploads endpoint, you will need to pass in an array of key-value pairs in the requiredAddressColumnMapping property. The keys will be the Lob-required field names, and the values will be the column headers in your CSV. For the other properties that you can pass in the payload, refer to our API documentation.

Example: POST /v1/uploads

{
   "campaignId": "{{campaign_id}}",
   "requiredAddressColumnMapping": {
       "name": "recipient",
       "address_line1": "primary line",
       "address_zip": "zip_code",
       "address_state": "state",
       "address_city": "city"
   }
}

Step 3: Map merge variable data (if applicable)

Dashboard

Merge variable data (if applicable) is mapped in Campaigns > Step 3: Choose Creative 

Campaigns API

This can either be configured in Step 2 during the initial POST request or updated using a PATCH.  When sending the request, pass in an array of key-value pairs in the mergeVariableColumnMapping property. The keys will be the merge variable names defined in your HTML template and the values will be the column headers in your CSV. 

Example: POST /v1/uploads

{
   "campaignId": "{{campaign_id}}",
   "mergeVariableColumnMapping": {
       "mergeVariable1": "dog",
       "mergeVariable2": "cat",
   }
}

Troubleshooting common issues 

When uploading your CSV audience file, ensure the filetype is correct. 

• To ensure compatibility, ensure your CSV is UTF-8 encoded (Unicode). 
• Your file should have an extension that ends in .csv. 
• In rare cases, your file type might appear to have a .csv extension but actually be saved in a different, unsupported format. 
  
  

Avoid opening up your audience CSV in a spreadsheet program like Excel if possible. 

• If you do need to open the file, avoid saving the file or making updates. These programs will automatically make changes to your file when saved, which could potentially cause issues on upload. 
• Stripped leading zeros for zip codes are the most common issue. For example, the program turns Zip Code 07751 into 7751. Zip codes that begin with “0” are in the Northeast, specifically CT, MA, ME, VT, NH, NJ, RI.
  
  

Avoid line breaks in your audience file to prevent your CSV from being rejected. 

• If you need line breaks as part of a merge variable, consider using two merge variables at this time. 
  
  

Avoid commas in your audience file to prevent your CSV from being rejected. 

• Check if your CSV file has commas that are separating values that belong in unique columns per the specifications above.