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    Uploading a Contact List

    Nov 06, 2015 Posted in: Lists & Data   lists & data (9)

    First go to contacts and then new contact list.

    You will now be presented with the list upload page. You will need to enter a name for your list and the list language from the drop down. Then you need to choose from one of the three options of how you wish to upload your list

    Upload via a .csv file
    Paste in via csv
    Past in direct from Excel

    Once you have chosen the way you wish to upload your file click next. You will then need to set up your list and map any custom data fields.

    Firstly in the email drop down select the email address- this confirms that everything in that column is an email address. If you data contains an SMS field, select this from the drop underneath.

    You can then map any columns for personalisation and list segmentation. If you have used the field before, it will be in the existing field column. Select it here and then choose the relevant field in under select matching column. If you haven’t used the field before and you want to upload a brand new custom field, simply enter the name of the field in the alternative column name, and then select the relevant field in under select matching column.

    If you need to upload any date fields, make sure you tick the date field checkbox and select the matching date format from the options.

    Once you have finished setting up all your fields click next. You can then add an email address to the box of where you would like the confirmation email to be sent to. Click finish and your list will be uploaded.

    Once you’ve uploaded a list you can’t retrospectively add additional columns. Instead, try adding spare columns during the upload so that you can simply re-name these as required at a later date

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