Bring data into Engage
Import contacts and transactions from CSV files supplied through SFTP.
Automation and data
CSV over SFTP + Purple Engage
Connect the systems that work with files.
What connects with Engage
Contacts and transactions flow in from CSV files. Audiences and events flow out.
Explore customer data in EngagePut the connection to work
Two ways to use CSV over SFTP with your Engage marketing.
Send data back to your tools
Export audiences and events for use by your connected systems.
From connection to campaign
Start with one useful workflow. Check the data, then decide how much control to give your agent.
Connect your account
Choose the data source, destination and permissions for your connection. Your technical team can use the API, events or file workflow described above.
Check the data and permissions
Review a sample record and confirm the relevant marketing permissions before adding people to campaigns.
Set your goal
Let your agent prepare the work. Approve each action, or enable autopilot within the limits you set.
Questions
What connects between CSV over SFTP and Engage?
Contacts and transactions flow in from CSV files. Audiences and events flow out.
Do I need Purple WiFi?
No. Engage works with customer data from your existing tools. WiFi is an optional source of guest and visit data.
Who controls the campaigns?
You choose. Approve each action and campaign, or let your Engage agent run agreed workflows on autopilot within your limits. External assistants connected through MCP have read and draft access.
Make your connected data work harder
Bring your tools into one marketing platform. Set the goal and choose your level of control.