To send recurring messages to a segment you refresh regularly (for example a weekly CSV import) while keeping a single Customer Journey for continuous operation and aggregated statistics, use a 'control tag' pattern:
Create a control tag:
- Go to the Tags section of the Control Panel and create a tag dedicated to gating entry into this campaign. A Boolean tag is recommended (e.g.
is_weekly_target); an Integer tag also works.
- Go to the Tags section of the Control Panel and create a tag dedicated to gating entry into this campaign. A Boolean tag is recommended (e.g.
Prepare the CSV and update the tag values:
- The first column must be named HWID and contain hardware IDs of the target devices; other columns must be named exactly as the tags in your account. Only tags that already exist can be updated via CSV.
- Add a column for your control tag and set it to
true(Boolean) or1(Integer) for every user who should receive the campaign in this cycle. - Go to Import CSV → Update Tag values, select the project, press Upload CSV, choose the columns to import and press Start import.
- Rows whose HWID is not registered for the selected project are skipped — the import report shows processed and skipped counts.
Configure the journey:
- Start the journey with an Audience-based entry element and pick (or create) the segment in Audience Source.
- Add a filter condition on your control tag: is true (Boolean) or is 1 (Integer).
- In the same element open Entry schedule, choose Recurring entry and set the cadence — Periodically (e.g. weekly on a given day and time) or On specific dates.
- Add the message element(s) you need (Push, Email, In-app, SMS, …).
- Important: after the message element(s) add an Update user profile flow control and configure it to set the control tag back to
false(or0).
Launch the journey.
How it works: on every scheduled run only users whose control tag is true (or 1) enter. After the message is sent, Update user profile resets the tag, so those users will not re-enter on the next run unless a later import sets the tag again. Each import cycle therefore delivers the message once, while a single long-running journey keeps all statistics aggregated in one place.
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