Automatically Create a Segment on CSV Import

Migrated from Canny.

Canny Post ID: 678f8b2ab51d3c4f7720c2ed

Canny URL: https://spur.canny.io/admin/board/feature-requests/p/automatically-create-a-segment-on-csv-import

Category: New Feature

Original status: open

Original votes: 1

Original comments: 0

Original author: Royal Tomar

Created at: 2025-01-21T11:55:22.455Z

Original request details:

Currently, when a user imports a CSV file, they need to manually create a segment after the import if they want to categorize the imported data. Adding an option to automatically create a segment during the CSV import process will save time and streamline the workflow.

Suggested Feature:

Checkbox Option: Add a checkbox during the CSV import process labeled "Create a Segment with this Import."

When checked:

Automatically create a segment named after the file name or allow users to specify a name for the segment.

Assign all imported entries to this segment, making it immediately usable for automation flows, broadcasts, or analytics.

When unchecked:

The import proceeds as usual without creating a segment.

Benefits:

Efficiency: Eliminates the need to switch between tasks, reducing time and effort for users.

Organization: Ensures imported data is grouped effectively for immediate action.

Ease of Use: Simplifies the user experience by combining related actions into one seamless process.

Requested by Università Telematica Pegaso Polo Didattico Start Up