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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.
Limitations:
  • 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 corresponding activation_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.
Bulk activations are typically completed within two weeks of submission.

CSV Columns

Leave optional columns present in the header but with an empty value for rows that do not use them. Do not remove columns from the CSV header.

Example

The following example shows a single cohort (ID 123456) activated to Pinterest, Facebook, and Index Exchange (via Local Storage):
Each row represents one activation. A single cohort can have multiple rows if it needs to be activated to more than one destination.

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

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