From the Home page, click the Create Append button.

OR from the Audiences screen (Activities -> Audiences), click the Create button then Append from the dropdown.

The screen refreshes to display the New Append page.

1. Type the name of the append. This is a required field.
2. The Account field is defaulted to the account that you have permission to create audiences for and place orders for. Some business types may have more than one account to choose from in the drop down menu.
3. Choose a Marketer from the drop down menu that you want to create the audience for. Depending on your business type, this option may default to a pre-determined selection.
4. Select the Mart you will create an audience for. You can make a selection by clicking the drop down arrow.
5. The Build For field defaults to your user ID. This selection can be changed by making a selection from the drop down menu.  
6. The suppliers are selected by default based on the suppliers currently available to you. If you do not need to use one or more of the defaulted suppliers, simply deselect the check box.
7. Select the usage type for your audience; the page refreshes to display a green banner message confirming that the usage type(s) selected are available for your use. In the event the banner displays red, contact Client Services for assistance.
8. If applicable, select the Limit To criteria.
9. Click the Save & Continue button.

1. Click the Choose File button.
2. The file upload menu opens. Select the file you will use for your append.
3. Click the Open button.

The Progress Bar will be displayed showing the progress of your upload/import.

1. Select the Append Level from the drop down list: Individual or Individual & Household.
2. Map the fields in your file by clicking the check box in front of the field names you would like to map.
3. Select the Destination for each field from the drop down list. For example, if your first field is fname, then the destination for that field is First Name.
4. Scroll to the top of the page and click the Map button to continue.

1. Review the mapping you just completed. To make edits to the mapping, click the Back button to return to the Map Fields page.
2. If no changes are required, click the Confirm button.

The Progress Bar will be displayed showing the progress of applying the mapping information to your data.

The first section of this page displays the Match Report. This information confirms the number of records that match the suppliers you have chosen.

1. Scroll to the Global Geography section and enter the geography that will be applied to all levels of this append. Click either the Include or Exclude button as is appropriate for your append audience.
2. You may enter Global Suppressions as well as Global Rejects at this time.
3. Click the Save & Continue button.

The screen refreshes to display the Geography and Criteria Selections sections on the Defining Levels page. The information entered on this page is specific to the Level you are currently building.

1. Type a name or description in the Level Name text box.
2. If you have already entered geography selections on the Global Criteria page, click the Criteria Selections link.
   • Note: Global Geography can be removed for a level, by de-selecting Use Global Criteria and selecting geography specifically for a single level.
3. Add criteria appropriate to your audience.
4. Scroll to the top of the page (or press CTRL+PageUp) and click the Save Level button.

1. The page refreshes to display the Level Summary. If additional levels are required for this audience, click the Add Level button and complete the necessary information.
2. Levels can be hidden/displayed by clicking the arrow next to each level.
3. The icons in each row can be used to edit, delete, or copy.
4. Click on the up/down arrow icon at the end of each row to drag levels around and change the order.
5. When you have added as many levels as necessary, click the Continue button. Note: at least one level is required to continue.
   Note: if editing a program that is on auto-order, continue will take you to the auto-order screen to review your auto-order settings as re-ordering or removing levels may impact those settings.

On the Build Summary page, you may review the various options you have selected for this append audience

Click the Build Audience button located at the top or bottom of the page to continue building your audience from the append you have just uploaded.