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:
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Create a control tag:
- Go to Audience > Tags in 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 Audience > Tags in the Control Panel and create a tag dedicated to gating entry into this campaign. A Boolean tag is recommended (e.g.
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Prepare the CSV and update the tag values:
- Name the identifier column
HWID(device hardware IDs) orUser ID(user IDs). Name the other columns 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, click Upload CSV, choose the identifier type and the columns to import, and click Start import.
- Identifiers that are not registered in the selected project get no tag values. The import report shows the Matched and Updated counts.
See Update tags via CSV for the full format.
- Name the identifier column
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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, …).
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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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