Create And Import Your List: How to Import a Subscriber List (VIDEO)

Last Updated: Jun 05 2019 05:05 pm UTC

 

Importing Emails to a list is simple.

To import Subscribers:

Go to the lists section and click on the desired list you want to upload emails to.

In the new window, there will be a button on the right-hand which says Add subscribers. After clicking on the button, a dropdown will appear and you can choose one out of the three options:

  • One-by-One—it is a pop-up where you can manually add a subscriber by filling in the form fields
  • Upload File—this is where you can import .xls, .csv or .txt file up to 7MB
  • Paste from Excel—here you can paste content from an Excel spreadsheet

One-by-One

To add subscribers one-by-one:

  • Choose the option from the drop-down.
  • Enter the contact information (email, name, surname are default) in the fields.
  • This subscriber does not have email — choose this box if you are uploading SMS subscribers (only phone numbers, without email addresses)
  • Send email confirmation request—this will send a confirmation email to each contact added. 
Note: If you select the option for the user to receive a confirmation email, the contact will not be added to the subscriber list until they have clicked on the link in the subscription email to validate their email address.

Click the Add Subscriber Button to add the contact.

Note: You cannot add a subscriber which has already been added. An error message will display indicating “This email address already exists and cannot be used!” if you enter an email address that is already subscribed to the list. We sort out duplicate emails for you. For the e-mail to be recognized as duplicates, the email can be in the active, inactive, unsubscribed, bounced, SMS, bounced SMS lists, so don't forget to check there.

Upload a File

 To upload contacts from a Microsoft Excel, .csv (Comma-Separated Variable), or .txt (Text) file,

  • Open the list you want to add the subscribers to. This will determine the fields that need to be filled out.
  • Choose the option from the drop-down. 
  • Click the Browse button to locate the file of subscribers on your hard drive
Note: You won't be able to upload .xlsx type of files. If you need to convert it, you can use a tool like Zamzar

Specify settings for the upload:

  • The first row is column headings—specify that the first row of your imported file has the field names.
  • Auto-update my existing list— If we find a list member with a matching email address in your import list and existing database, the system will update the member's information. Use this if you want to keep your existing list synced with an external list.
  • Add only SMS subscribers—this will import the contacts with a phone number only.

Next, click the Add Subscribers button at the bottom of the screen.

After the uploading processes have finished, you will need to map the fields from your Excel spreadsheet to the fields specified in your list.

 

Mapping Columns

After you have successfully uploaded subscribers, you will now need to map all columns. This ensures you have the data in the right place for further personalization of email campaigns.

 

To map columns of imported data:

  • You will need to click the checkbox to certify your subscriber list. This means you agree that these are subscribers, which have given you their personal permission to send them email campaigns.
  • Look at the information in each column.
  • Choose the appropriate field name and type or choose an existing field.
  • If a new field is added, don't forget to click "Add New Field" button.
  • The default field types are Email, First Name, Last Name and SMS.
Note: Field types are important for segmenting. Choose the needed type (either text, number, date etc.) and name the column. More information about field types can be found in the support article List And Form Field Types
  • If any columns are not needed for the import, just leave "Belongs to:" field as it is (Skip this column) 
  • It might occur that some lines contain errors. You can fix every single syntax error by clicking on the pencil which appears in the highlighted fields.

  • After that, you just need to click on the button Continue and all of the email IDs will be added to your list.

When the upload is done you will automatically be redirected to the list with your uploaded subscribers.

Paste from Microsoft Excel

You can also paste data from Microsoft Excel or another comma-separated variable (CSV) file rather than uploading.

This functionality is identical to uploading a file with the exception that instead of locating a file to upload you simply copy-and-paste from the file into the window. When you have pasted your data and checked the appropriate boxes, click the Add Subscribers button and that will take you to the field-mapping stage. For more information about this stage, see the Upload a File section of this support article.

Note: If you are adding subscribers and in the list, there is a date field then make sure that dates are in the format of yyyy-mm-dd

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