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Update the configuration with the Participant field and Date field. click Save.
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Upload cadences and general best practices
The data from your custom data source will be driving some part of your digital intervention. You should work with the project team to identify an upload cadence based on the needs of the intervention. Here are a few scenarios:
If participants will receive a weekly feedback message on Fridays, you might consider starting all participants on a Monday and conducting uploads on Thursdays.
If participants will receive daily feedback messages, you will need to be sure someone is available to conduct daily uploads.
If you are using a date column from your data source to trigger actions and messaging, you will need to upload with enough days notice. For example, you might build an event block with reminder messages for an appoint to go out 2 days befor the appointment. You’ll want to make sure all dates in your file are at least 2 days in the future before conducting the upload.
Uploading data
When you are ready to upload data from a csv file, navigate to the Manage Participants and go to CSV Upload.
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