Articles on: Contacts

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. Let’s learn what needs to be done:

👨‍💻 Steps to import contact lists

Go to the ‘Contacts’ section of your Automizely Marketing account

Click on the ‘Import customers’ 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 you’ve mentioned in your CSV file

Note: If you feel something is missing, you can define the property by simply choosing the ‘CUSTOM PROPERTY’ option from the dropdown menu

Once done, click on the ‘Next’ button and tick the given checkbox if you have the consent of your contacts regarding the marketing emails > Tap on the ‘Start importing’ button to upload your contacts

Voilà! It’s done. You’ll get the confirmation email as well 🤟

✍️ 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 doesn’t 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 ‘Email’ or ‘Phone number’ field to be uploaded successfully.

Contact profile will be updated to the ‘Subscribed’ status upon a successful upload.

A timeline will be shown for complete clarity regarding the source of gained subscribers.

👀 What should I do after uploading wrong contact information?

Let’s say that you’ve 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?

We’re afraid you have to delete those contacts manually and upload them again with the correct data.

🤓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: (No capitalization)
For phone number: Check this article

We hope that you’ve 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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