The Import function allows you to import a variety of formats: manually, copy/paste email, CSV/TXT file, Excel, and XML.
Attention: Recipients are imported as "Subscribed" by default!
Add individual recipient
You can add a new individual recipient to a List easily by first selecting the List > Recipient > Import and clicking on the Add Recipient icon. From there data can be entered in the fields. Inputting data to all the fields is not required but recommended to allow for highly targeted messaging. To add fields, go to Settings > Account Settings > Recipient fields.
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- All the data in one worksheet. All the data should be in one worksheet. MailUp will automatically import the worksheet based on alphabetic order (not according to the sequence in the file. For example, if you have two worksheets in your file, the first named Volunteers and the second named Committee Members, MailUp will choose the worksheet named Committee Members.) To rename the worksheet, right click on it and select "Rename."
- The first row of your worksheet can have any value, such as the names of each column. How you order your columns in Excel is not important for the import. As we will see, during the import you can choose not to import the first row.
- Excel file not to exceed 10MB. If the Excel file that you are trying to import is bigger than 10 MB, the system may not be able to process it via the Web-based import procedure. In this case, consider reducing the file size by deleting any columns or data not strictly necessary for your email marketing campaigns.
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- If you need to import a vast amount of data, you may choose instead an FTP-based import method.
Importing Into MailUp
In your MailUp platform, go to the Recipients tab, Recipients > Import and click on Import and choose the "XLS" format icon. This method supports both past versions of Excel 97-2003 (i.e. .xls files) and current Excel versions 2007 and 2010 (i.e .xlsx files). Next, follow these steps:
- Click on the browse button to locate your Excel file and click on Upload. You should see that your file has been selected.
- Choose to assign the list of contacts from your Excel file into an existing Group in MailUp or create a new Group.
- Click on the "Next" button to continue.
- Now, you can map the columns of your Excel file to match the MailUp fields. You must match the fields in order for the data to be imported correctly.
For example, the first column in my Excel file has email addresses, so I need to choose from the drop down tab Email. - Continue mapping all your columns and once you are done click on Import, and in this case also select Ignore First Row.
- The system will import your Excel file and show you the status of the import.
For large Excel files, the import process may take a few minutes. During this time, you can perform any other task and even log-out. The import process will continue until completed!
Advanced Import Options: Group Assignments and Subscription Preferences
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When importing a file, the Advanced Options section that allows you to override existing assignments/subscription preferences. Go to Recipients > Import, click on file format. On the import page, upload your file and click the Next button. Go to the Advanced dropdown and select from the various options. Here Below is an example of an Excel file import process.
It is important to choose the correct subscription preference! Attention: Recipients are entered as "Subscribed" by default!