How can I set up a recurring campaign (e.g., weekly) for users imported via CSV, using a single journey for aggregated stats?

To send recurring messages to a user segment that you update regularly (e.g., weekly via CSV import) while using a single Customer Journey for continuous operation and aggregated statistics, you can use a 'control tag' method:

1. Create a Control Tag:

   • Navigate to the Tags section in your Pushwoosh Control Panel.
   • Create a new Tag specifically for managing entry into this recurring campaign. Using a Boolean type tag is recommended (e.g., name it is_weekly_target). Alternatively, an Integer type tag can be used.

2. Prepare Your Import File & Update Tags:

   • Each time you prepare your user list (e.g., weekly CSV file) for import:
     • Ensure the file contains a unique identifier for each user (UserID or HWID).
     • Add a column corresponding to the control tag you created (e.g., is_weekly_target).
     • For all users who should receive the campaign during this cycle, set the value in the control tag column to true (for Boolean type) or 1 (for Integer type).
   • Import Process:
     • First, import your user list via CSV import as usual to add or update user profiles.
     • Second, use the same CSV file to update the control tag values. Go to Tags - Import Tag values. Upload your file and map the UserID/HWID column and your control tag column. This step specifically sets the control tag to true (or 1) for the users targeted in this cycle.

3. Configure Your Customer Journey:

   • Create a new Customer Journey or edit an existing one.
   • Set the Entry Trigger to On Schedule and configure the desired frequency (e.g., repeat weekly on a specific day/time).
   • Define the Entry Segment. Add a filter condition based on your control tag:
     • Select your tag (e.g., is_weekly_target).
     • Set the condition to is true (for Boolean) or is 1 (for Integer).
   • Add the desired message element(s) (Push Message, Email, In-App, etc.) to the journey flow.
   • Important: After the message element(s), add an Update User Profile element.
     • Configure this element to change the value of your control tag (e.g., is_weekly_target) back to false (for Boolean) or 0 (for Integer).

4. Launch the Journey:

   • Save and launch your journey.

How it works: The journey runs on schedule. It only allows users with the control tag set to true (or 1) to enter. After sending the message, the journey automatically updates the user's profile, setting the control tag to false (or 0). This prevents them from re-entering the journey during the next scheduled run unless they are included in a subsequent import where their tag is explicitly set back to true (or 1). This ensures users receive the message only once per import cycle and allows you to use a single, long-running journey for your recurring campaign.