Help: Contacts

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Importing Contacts

Rather than adding existing contacts one-by-one, it’s helpful to import many all at once.

The Import Process

To start the Import process, go to the Lists page and click on the Import button of the list you want to add your contacts to.

List Page

Using the Contact Import Tool, you can import as many contacts as you’d like, and designate which lists, status, and other options get applied to those contacts.

There are 3 ways of importing: 1.  Import using a File (CSV or XLS);  2.  Import using an External Service (Google Contacts, Salesforce, Capsule, Etc.);  3. Import by Pasting/Typing your Data

Import Tool Page

For more import options, Click the “Advanced Importing Options” link.

Advanced Options

Here is an overview of each setting:

Drop-down Options:

  • Import As Active Contact: Imports contacts as active. If contacts have previously unsubscribed, they will not be re-added as active.
  • Import As Unsubscribed Contact: Imports contacts as unsubscribed.
  • Import As Excluded Email Address: Imports contacts as excluded.

Checkbox Option:

  • Update existing contacts while importing: By checking this box, any contacts in this import process which are already present in the system will be updated with any new contact information that is found during the import process. If this box is not checked, those contacts will be skipped during the import (their contact details will not be updated).

After that, you can select the List(s) that you want to import your contacts to.   You can then click the “Next” button after you’re done selecting the list. 

Select the List


Mapping Fields

The second step of importing contacts involves mapping fields from your import file to the Email Marketing software, The idea is to correlate fields from your import to matching fields in the Email Marketing software.  You can also create new custom fields on-the-fly, during the contact import process by clicking on the “Add New Field” option from the drop-down.

Map Fields

After you’re done Mapping the fields, you can click on the “Import Now” button.

 

After the Import

Once you are done importing your List, it is good practice to see view the report for your Import.  After your Import has completed, you will see the page below.  Click on the “View Reports” link to see a report of the Import Process.

View Reports

A pop up of the Import Reports will show up.  It will tell you how many has been imported and how many failed to import.   If there are any Failed imports, you will see a link for the explanations.

If your list contain rows that do not have an email address, that row would not be imported and would be reported as “Empty row – No Email Address”.

Also, if any contact has bounced or unsubscribed in the past, they will not be imported.  Lastly, if any contact is a duplicate, they will not be imported as well.

(NOTE:  you can still add bounced or unsubscribed contacts.  However, you would have to do it one by one or through your subscription form).

Reports

NOTE:  You can also view past Import Reports.   To do so, go to the Import page (click Lists then click the “Import” button).   On the Import Page, click the “View Recent Imports” link.  You will be presented with a drop-down of your recent imports.  You could click on one that you would like to view.

View Reports

 

More questions?

For more information about any feature of our Email Marketing software, please contact our Support Department. We would be happy to assist you.

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