Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 6 Next »

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.

Import CSV/Text file


If you are importing the data from a CXV file, it is extremely important that the imported file be formatted correctly, in order to avoid issues with data corresponding to MailUp's dynamic fields (name, address, birthday format, etc.)

Here are some guidelines:

  1. The file should be in CSV format with a designated field separator*;
  2. The information in each field (e.g. name, last name, email address, etc.) should not contain any quotes or other characters that might be interpreted as separators by the system;
  3. Each field should not contain more than one e-mail address, or mobile number, or other data specific to that field;
  4. Phone numbers should be written as a series of figures, without any spaces or hyphens;
  5. When mapping the fields, map the mobile phone field to "Mobile";
  6. Each field should be filled, without leaving empty rows or columns (and we recommend not importing too many fields);
  7. Each row should have the same number of fields, and with the data in the same order (e.g. five fields for each row, containing email address, mobile number, name, last name and city, always in this order);
  8. It is better to have the e-mail address or the mobile number in the first field;
  9. On Step 2 (Next) of the import Wizard, assign groups (if any),
  10. On Step 2 (Next) of the import Wizard, choose the reading data options (field separator,) subscription status and replace new groups (if any.)
If you follow these steps, the file will be successfully imported, even if some of the fields happen to be empty (i.e. the mobile phone number is not available for some of the records).
* Here is an example of a csv.file shown on Notepad. The comma is the "field separator."

Import an Excel file

(from KB: http://support.mailup.com/KB/a542/how-to-import-an-excel-file-into-mailup.aspx)
Before importing into MailUp, be sure to configure your Excel file to have:

  • All the data 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. If you need to import a vast amount of data, you may choose instead an FTP-based import method.

 



In your MailUp platform, go Recipients > Import and click on 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:

  1. Click on the browse button to locate your Excel file and click on Upload. You should see that your file has been selected.
  2. Choose to assign the list of contacts from your Excel file into an existing Group in MailUp or create a new Group.
  3. Click on the "Next" button to continue.
  4. 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.
  5. Continue mapping all your columns and once you are done click on Import, and in this case also select Ignore First Row.
  6. 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

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. 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!

  • No labels