How to Import Contacts to Smoothly Run Marketing Campaigns
Every shopper matters, even passive ones because you can turn them into active buyers by pushing customized emails and jaw-dropping offers. Once they start shopping from your store, it would be a matter of time when you start enjoying the benefits of repeat purchases.
Automizely Marketing lets you import your contact list to ease the pressure of running marketing campaigns effectively. Letâs learn what needs to be done:
Go to the âContactsâ section of your Automizely Marketing account
Click on the âImport customersâ button > Download the CSV template
Fill out all the details you have on your contacts > Upload the CSV file
Now, you will see a table, where you need to check those properties that youâve mentioned in your CSV file
Note: If you feel something is missing, you can define the property by simply choosing the âCUSTOM PROPERTYâ option from the dropdown menu
Once done, click on the âNextâ button and tick the given checkbox if you have the consent of your contacts regarding the marketing emails > Tap on the âStart importingâ button to upload your contacts
VoilĂ ! Itâs done. Youâll get the confirmation email as well đ¤
Maximum 5 CSV files can be uploaded at the same time.
Up to 100 custom properties can be created.
Make sure your CSV file doesnât cross 200k rows and should be limited to 20 MB.
The upload will fail if your CSV file contains empty or duplicate fields in any column.
Your CSV file must carry either the âEmailâ or âPhone numberâ field to be uploaded successfully.
Contact profile will be updated to the âSubscribedâ status upon a successful upload.
A timeline will be shown for complete clarity regarding the source of gained subscribers.
Letâs say that youâve uploaded incorrect information like residential address, DOB, etc. of 500 contacts and want to update it at once, create a CSV file with the correct data and upload it to Automizely Marketing.
Our system will match properties like email address and phone number with the existing data during the update. In case of positive result, the new information will be updated. It prevents the creation of duplicate contact profiles, saves you ample time, and builds an immersive user experience.
What should I do in case of uploading incorrect email addresses or phone numbers in the first place?
Weâre afraid you have to delete those contacts manually and upload them again with the correct data.
Yes, you have to stick to some specific formats to upload your CSV file successfully:
For DOB (Date Of Birth): YYYY-MM-DD
For email address: xxx@xxx.com (No capitalization)
For phone number: Check this article
We hope that youâve understood the whole process and conditions of importing contacts. In case something is still unclear, our chat support team will be happy to address your concerns.
Automizely Marketing lets you import your contact list to ease the pressure of running marketing campaigns effectively. Letâs learn what needs to be done:
đ¨âđť Steps to import contact lists
Go to the âContactsâ section of your Automizely Marketing account
Click on the âImport customersâ button > Download the CSV template
Fill out all the details you have on your contacts > Upload the CSV file
Now, you will see a table, where you need to check those properties that youâve mentioned in your CSV file
Note: If you feel something is missing, you can define the property by simply choosing the âCUSTOM PROPERTYâ option from the dropdown menu
Once done, click on the âNextâ button and tick the given checkbox if you have the consent of your contacts regarding the marketing emails > Tap on the âStart importingâ button to upload your contacts
VoilĂ ! Itâs done. Youâll get the confirmation email as well đ¤
âď¸ Key information to keep in mind
Maximum 5 CSV files can be uploaded at the same time.
Up to 100 custom properties can be created.
Make sure your CSV file doesnât cross 200k rows and should be limited to 20 MB.
The upload will fail if your CSV file contains empty or duplicate fields in any column.
Your CSV file must carry either the âEmailâ or âPhone numberâ field to be uploaded successfully.
Contact profile will be updated to the âSubscribedâ status upon a successful upload.
A timeline will be shown for complete clarity regarding the source of gained subscribers.
đ What should I do after uploading wrong contact information?
Letâs say that youâve uploaded incorrect information like residential address, DOB, etc. of 500 contacts and want to update it at once, create a CSV file with the correct data and upload it to Automizely Marketing.
Our system will match properties like email address and phone number with the existing data during the update. In case of positive result, the new information will be updated. It prevents the creation of duplicate contact profiles, saves you ample time, and builds an immersive user experience.
What should I do in case of uploading incorrect email addresses or phone numbers in the first place?
Weâre afraid you have to delete those contacts manually and upload them again with the correct data.
đ¤Are there any specific formats I need to follow while importing contacts?
Yes, you have to stick to some specific formats to upload your CSV file successfully:
For DOB (Date Of Birth): YYYY-MM-DD
For email address: xxx@xxx.com (No capitalization)
For phone number: Check this article
We hope that youâve understood the whole process and conditions of importing contacts. In case something is still unclear, our chat support team will be happy to address your concerns.
Updated on: 13/07/2022
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