Prospect Source Import

Purpose

This SOP explains how to use the Prospect Source Import feature in the Stochastic Marketing App within Hub+ to upload purchased prospect lists and tag them for campaign use.

Scope

Applies to all internal employees responsible for importing prospect lists into the Stochastic Marketing App.

Overview

The Prospect Source Import tab under Uploads allows you to import purchased prospect files into Hub+.

• The file must follow the required Acxiom format (see column list below).

• You must assign a tag name to each upload to organize and retrieve prospect lists when creating campaigns.

• Multiple files can share the same tag to append data to an existing list.

File Format Requirements

Your prospect file must include all of the following columns exactly as listed:

PREFIXTTL  
INDIVIDUALNAME  
FIRSTNAME  
MIDDLENAME  
LASTNAME  
ADDRESS  
ADDRESS2LINE  
CITY  
STATE  
ZIP  
ZIP4  
DPBC  
CONFIDENCECODE  
AGEOFINDIVIDUAL  
ADDRTYPEIND  
NETWORTHPREM  
HOMEOWNREN  
HOWNRENFL  
CRRT  
DSFWALKSEQUENCE  
YEARHOMEBUILT  
AREACODE  
PHONE  
PHONE_NOSPACE  
PHONEFLAG

⚠ Important Notes:

• All columns must remain in the file — even if data is blank.

• Column headers must match exactly.

• File types accepted: CSV, XLSX, XLS.

• Files should be provided directly by Acxiom or formatted to match their export.

Step-by-Step Process

1. Navigate to Prospect Source Import

1. Log in to Hub+.

2. Open the Stochastic Marketing App.

3. Go to the Uploads section.

4. Select Prospect Source Import.
   (Screenshot: Prospect Source Import Tab)

2. Select Data Source

• From the Select Data Source dropdown, choose the correct source (currently Acxiom List is supported).
  (Screenshot: Data Source dropdown)

3. Choose Import Type

• Select Prospects (the only available option).
  (Screenshot: Import Type)

4. Tag Your Upload

1. In the Tag Upload field, type a unique, descriptive tag name.

   • Recommended Format: AccountName_MMDDYYYY

   • Example: acxiom_prospects_2025-09-05

2. Press Enter to save the tag (the tag will display as a blue bubble once saved).

3. To add prospects to an existing list, re-use the same tag name.
   (Screenshot: Tag Upload Field)

5. Upload the File

1. Click Upload or drag and drop your prospect file into the upload box.

2. Ensure your file is in the correct format (CSV, XLSX, XLS).

3. Once selected, click Upload at the bottom of the screen.
   (Screenshot: Upload Button)

Important Notes

• Tag Management: Use consistent tag naming conventions to make lists easy to find during campaign creation.

• Appending Data: To add more prospects to an existing list, use the same tag name as the original file.

• Column Accuracy: Upload will fail if any column is missing or renamed.

Best Practices

• Always save a local copy of your uploaded file with the same tag name.

• Keep a record of tag names in use across campaigns for tracking.

• Validate file formatting before upload to reduce errors.

Support

If you encounter issues:

• Contact: [email protected]

• Provide:

  • The tag name used

  • A copy of the file

  • The date and time of upload

  • Any error messages received