Member Segments

How to import members into static segments using CSV files in Open Loyalty, including prerequisites and common pitfalls.

Use the segment import to populate a static segment with members in bulk. This is useful when you need to manually define a group of members — for example, a list of VIP customers, a target audience for a campaign, or members selected for a specific promotion.

File format: CSV

Prerequisites

The segment must be of type Static. You can only import members into segments of type Static. If your segment is condition-based (dynamic), the import will silently fail — no error message is shown, the members simply won't appear in the segment.

To verify: open the segment in the Admin Panel under Members → Segments and check that it is set to Static type before importing.

Uploading a new CSV replaces the current list. Importing a new file into a static segment overwrites all existing members in that segment. If you want to keep existing members, include them again in the new CSV.

Choosing a member identifier

During import, you select which type of identifier your CSV contains. The supported options are:

• Email address

• Phone number

• Loyalty card number

• Member UUID (the internal Open Loyalty identifier)

You must use one identifier type per file — do not mix emails and phone numbers in the same CSV. The identifier you choose in the import dropdown must match the data in your file.

The CSV header is always memberId regardless of which identifier type you use. The system determines how to match members based on the identifier type you select during import, not the header name.

Sample files

87B

Member Segments.csv

Open

Using email

segment-import-by-email.csv

memberId
[e-mail]
[e-mail]
[e-mail]

Using phone

Using loyalty card

Using UUID

Format rules

• The file must include the header row memberId — do not rename or remove it

• Each subsequent row contains one member identifier

• Use only one type of identifier throughout the file

• Save as .csv with UTF-8 encoding

• The import can handle up to 500,000 members (processing typically takes around 10 minutes for large files)

Step by step

1

Create or verify a static segment

Go to Members → Segments and either create a new segment with type Static, or open an existing static segment.

2

Prepare your CSV

List the member identifiers in a CSV file with the memberId header. Use one identifier type consistently — do not mix emails and UUIDs in the same file. Ensure there are no extra columns or blank rows.

3

Import the file

Go to Imports & Exports → Imports, select Member segments from the dropdown, upload your CSV, and select the target segment. Choose the identifier type that matches your file (email, phone, loyalty card, or UUID).

Common mistakes

Mistake	Fix
Importing into a condition-based segment	Only static segments support CSV import — the import silently fails otherwise
Mixing identifier types in one file	Use one type per file — all emails, all phone numbers, or all UUIDs
Selecting the wrong identifier type during import	The dropdown must match what's in your CSV (e.g., select "Email" if your file contains email addresses)
Missing header row	The memberId header is required, even when using email or phone
Extra columns in the CSV	Only memberId is supported — remove any additional columns
Expecting the import to add to existing members	A new import replaces the entire segment list — include existing members if you want to keep them

To find out more, please refer to the article below:

Creating Segments