Tips for Setting Up Your Import Template for a New Mailing List

Tips for adding customer data to an import template for use with email/newsletter campaigns.

Download Import Template

Open the file

Open the file

Open the file downloaded - 'Entities_Basic_Import_File.xls'

The .csv file consists of three sheets - 'Overview', 'Sheet 1', and 'Sheet 2'.

Follow the instructions on the Overview sheet exactly.

Overview Instructions:

You will find these instructions on the overview sheet - follow them carefully.

OVERVIEW

This file demonstrates how you setup an Excel file to import your contacts easily into this system.

Use the basic contact import feature if your customer data is limited to information such as contact name, email address and company. If your data file contains details such as address and phone numbers

or you wish to take advantage of some of the other data that the system enables you to import then use the standard contact import feature.

Each worksheet (select the tabs below) demonstrate how you setup the Excel file for various scenarios. These are:

Sheet 1 Import contacts

Sheet 2 Import contacts during campaign creation

When you are ready to import your file you must save your file in either a CSV or TAB delimited format. To save your Excel file in either of these two formats select Save from the File menu

and choose Comma Delimited (CSV) or TAB delimited in the Save Type As option.

When importing you must provide either an email address, first name or last name for each contact.

It is recommended that you provide an email address as this enables the system to identify one contact from another and update their details

instead of adding them each time when no email address is provided.

NOTE: If you choose CSV each column is separated by a comma. You cannot use commas inside any of your columns.

Sheet 1 - Import contacts

Sheet 1 - Import contacts

Sheet 1 can be used for simply importing a list of contacts at any time.You will see that there are columns for a client's email address, title, first name, last name, and company name.

IMPORTANT: the red bar, the message it contains, and the black border around it must be deleted - otherwise the system will report an error when you try to re-import the template. Please also delete the section labelled #NOTES.

Sheet 2 - Import contacts during campaign creation

Sheet 2 - Import contacts during campaign creation

Sheet 2 is used for importing a list of contacts during campaign creation.You will see that there are columns for a client's email address, title, first name, last name, and company name.

IMPORTANT: the red bar, the message it contains, and the black border around it must be deleted - otherwise the system will report an error when you try to re-import the template. Please also delete the section labelled #NOTES.

Helpful Hints:

Summary:

- make sure there are no stray commas

- make sure there are the right amount of columns, don't add new columns or delete existing columns

- you must have at least a name or email address.

- Make sure names are in the right column, for instance don't put name in the email column etc.

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