Overview
If you need to activate 30 or more cohorts at once, Permutive’s Technical Services team can process the activations in bulk using a CSV file you provide. This guide explains how to prepare the CSV and submit the request.Prerequisites:
- 30 or more Custom or Lookalike cohorts that require activation.
- The cohort ID (cohort code) for each cohort you want activated.
- Destination-specific configuration values (e.g., network codes, advertiser IDs) ready for each activation.
- Your workspace name and ID.
- Bulk activation is only supported for Custom and Lookalike cohorts. Contextual and Classification cohorts cannot be bulk activated.
- A minimum of 30 cohorts is required per bulk activation request.
- Each workspace requires a separate CSV file.
Supported Destinations
The following destinations are supported for bulk activation. Use the correspondingactivation_type and storage_key column value in your CSV.
The Index Exchange integration uses the Local Storage integration. In your CSV, set
activation_type to local_storage and storage_key to _pindexs. Ensure the Local Storage integration is enabled in your Dashboard before submitting the request.Steps
1
Gather your cohort codes
Collect the cohort ID (cohort code) for every cohort you want activated. You can find cohort codes in the Custom Cohorts list in the Permutive Dashboard — the code is displayed alongside each cohort’s name.
2
Note your workspace name and workspace ID
You will need to provide these alongside your CSV when contacting Technical Services. Both are available in your Permutive Dashboard workspace settings.
3
Create the CSV file
Create a CSV file with the following header row, then add one row per cohort activation:See the CSV Columns reference below for details on what to include in each field.
4
Submit the request to Technical Services
Send the CSV file to Technical Services along with your workspace name and workspace ID.
CSV Columns
Example
The following example shows a single cohort (ID123456) activated to Pinterest, Facebook, and Index Exchange (via Local Storage):
Next Steps
Creating Custom Cohorts
Build a new audience segment using the Cohort Builder
Creating Lookalike Cohorts
Create lookalike cohorts from a trained model
Back to Custom Cohorts
Return to product overview