Import

The Import function allows you to import a variety of formats: manually, copy/paste email, CSV/TXT file, Excel, and XML.

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.)

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 to 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.

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!

Copy/Paste

Allows you to import recipients by copying and pasting information from any document: mobile numbers will be automatically extracted.

The, click the Extract Emails button:

Advanced Import Options

The Advanced section on the Import page is a crucial step in the import process. It ensures your file is read properly upon import and allows you to choose the subscription preference.

After uploading your file on the import page you are taken to the second stage of the import process. to the Advanced dropdown and select from the various options.

1. Uncheck the box if you want empty fields to override any existing recipient data in the system. By default, the box is checked. So, if this box is not checked, all existing data in the imported fields will be erased!
2. If you are using a CSV file, choose the field separator. (For more details, see CSV File import above.)
3. Choose the mobile number format correctly.
4. Select "Replace Current Group Assignments" when exporting existing recipients from MailUp and re-importing them. All previous group assignments will be erased and replaced with new groups assigned in the import process.
5. Choose the subscription preference. (Remember, all imports default to the "Subscribed" status.)

Email Marketing Best Practice

When importing new recipients, it is recommend to mark their status as "pending" and send each a confirmation opt in message. This will ensures a clean list for optimum deliverability (i.e. fewer bounces, spam complaints.)