We sell a STEM product and have different kits depending on whether you’re a grandparent buying it as a gift for a grandchild, or a teacher purchasing a kit suited to their kindergarten.
We’re wanting 1 master list, and to segment that by different verticals that use our products. Our list size is around 5k contacts.
We want segments such as “gift buyers,” “kindergarten teachers,” “primary school teachers,” etc.
I’m lost as to where to start, have tried to look into tags, segments, properties...
So far I suspect it’s best to create custom properties?
But I can’t see how to bulk add properties to existing profiles.
Do I need to export our list, add the new column/property, then re-upload? I’m so worried it will override the existing profile of each email address!!!
But am OK with manually going thru the exported spreadsheet and updating each contact if that’s the best way to do it and it won’t affect other existing profile data when we re-upload.
And do I understand right that once we’ve uploaded these properties to our current list, only then can we add those properties as multi-choice options in our sign-up forms ---- that trying to offer these options in our form before having at least 1 profile already using that property will mean the form won’t collect that data????
Thanks for any help you can give me!
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