You can import new contacts from either the Contacts tab at the top of the Send interface, or from the Recipients stage when sending a Campaign.
I'd generally recommend to get all of your importing completed before you create your Campaign, but the Recipients section is a good fall back if you need to make a last minute import.
Both ways will open a pop up with the five steps of importing:
- Find Contacts
- Map Fields
- Handle Duplicates
- Select Groups
- Confirm and Import
The first stage is Find Contacts, select the relevant tab to upload via a Microsoft Excel or CSV file or import contacts via an email account. The most common way to upload is click Browse and select a list of contacts from within a Microsoft Excel or CSV file.
Please note that all contacts must have an email address as this is the unique recipient identifier.
Click Browse and select the relevant spreadsheet from your documents. If the spreadsheet has more than one sheet, select the relevant sheet to upload.
Once the spreadsheet is imported, you will move onto the Map Fields section.
The left hand column contains the information inserted from the columns, and the right hand side column is what the platform has determined your entry as. If you've entered basic information (First Name, Last Name Email) the system will generally pair them up correctly but I'd always recommend to double check before you move onto the next step. To change the Store As field, use the drop down menus to select an alternative contact field. Once complete proceed using the Next Step button.
The Handle Duplicates stage gives you the option to review how you'd like the platform to deal with duplicate email addresses you may be importing. Review the different descriptions to see which action is most suited to you when uploading, select that action then click Next Step. The choices are:
- Append: This selection will add any additional information associated with the email address stored in your file to the contact details stored within Send (e.g. phone number).
- Leave: This selection will not change any of the contact's details in Send, but the contact will be added to the group you specify later in the import process (dependant on if you do chose to specify a group)
- Update: (Recommended) This selection will update the contact's existing details for mapped fields only. Those fields you have not mapped will not be updated.
- Replace: This selection will replace all of the contact's existing details with the information being imported.
Next is Select Groups, from here you can import the contacts into an existing group, create a new group or choose to not select a group at all.
Once the relevant Group has been selected, click onto the Next Step and you'll be directed to the final page of the importing process Confirm and Import. Make sure to double check all the fields are mapped correctly, as well as how the system will handle your duplicates and once you're happy click Import.
Once the importing is completed, a confirmation screen will appear with a breakdown of the contacts: inserted, updated and invalid.
Please note that you will always see at least one invalid contact which accounts for the headers from the imported document i.e. the column titles for First name, Last name and Email address.
You also have the option to download a spreadsheet of the invalid contacts where you can amend the errors and reimport.
|When importing new contacts, export from the Contacts section to get a Template with all available contact fields. Then, replace the rows with the new information.