STEP TWO: Upload a subscriber list

Before you can send out a mass email, you will need to create a list of contacts. You can either add email addressees manually or you can import a csv file which has a list of email addresses with assigned names and details.

File Requirements:

• The file can be in .txt (text) or .csv (comma separated values) format (i.e. mylist.txt, mylist.csv) and either tab, comma, semicolon, or colon delimited. We find that a tab-delimited, text (.txt) file works best. If you have the data in a Microsoft Excel file (.xls), you can open it in Excel, then go to File->Save As, and choose ‘Save as type’ to ‘CSV’.
• Maximum file size is 10MB (please contact us if you need to upload a larger file).
• All lists should be cleaned before you import them (i.e. remove unwanted columns, fields, etc.).
• Each member’s email address and demographic data must appear on a separate line.
• Subscribers will see their imported demographic information.
• As per our Terms of Service, you MAY NOT import purchased or co-registered lists.

Once you have confirmed that your file meets the guidelines above, you will need to import the file. To do this, follow the directions below:

1) On the Dashboard, click the Subscribers tab.

2) Click on the Add/Import button.

3) Select the Upload a File radio button.

4) Click the Browse button and select the file that you would like to import.

5) Make a selection off the Separator drop-down. CSV files will always have Comma as the value. If you are not sure what to select here you will need to consult with the e-mail service provider or application vendor that generated the file. Click Continue.

6) Now you will need to associate the information in your file to our data fields. Look at the image below for an example. The value on the left, Email Address, came from the file being imported. On the right side you would choose E-Mail address to associate the Email Address values in the file to the E-Mail address fields in our database.

7) The Advanced Options section contains two areas. The first, Merge matched records?, is asking what to do if any e-mail address are both on your subscriber list in Email System and the list you are uploading. Choosing No will stop the upload if any duplicates are found. Choosing Yes will cause the duplicate entries to be overwritten with the values of the list you are uploading.

The second section, Keep first row?, is asking if the first column in your file is a subscriber or if it contains the name/heading of each column. The first line in most files contains column names.

8) Select Don’t Update Columns with Blank Input. This will prevent information already uploaded from being overwritten with blank values from your file. Click Continue.

9) Create a new list or import your subscribers into an existing list – then click Continue.

10) Confirm that you have selected the correct lists, agree to our legal agreements and then click Start Import.

11) If the import process goes through, you will get a confirmation showing that the import was complete.

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