How to import a Subscriber List
It's super easy to import your existing subscriber list into Campaign Refinery.
First and foremost, it's important to know that we are assuming you are working a CSV to import your subscribers as this is the most common way that data is formatted when exporting from other subscriber-based marketing applications.
(CSV stands for Comma Separated Values)
To start your import, find the import process under Contacts > Import Contacts:
Once there, select "Upload a .CSV file" to choose the file you'd like to upload.
Note: You can drag your file over the "choose" button to have most modern browsers link to the file you want for ease of use.
Once you've selected the appropriate file, click the "Continue" button to get your options on how to map the data.
On the next screen, you'll see a preview of a few rows of your import so you can correctly map your data.
By default all columns will be set to "Do Not Import", so review every single column to make sure you get what you want and nothing you don't.
If your CSV has titles in the first row, which is very common, you can tick the box for "Ignore first row with headers". This will keep the system from trying to import a 'contact' that is simply words that are intended to be used as titles.
Campaign Refinery is savvy enough to recognize if one or more contacts exist in your account already so you may see a drop-down asking if you want to skip or update existing records.
In most cases, you'll want to skip existing contacts so you're only adding new contacts to your account.
However, if you have new custom fields or want to update tags for a specific use case, using update contacts is very helpful.
You will not be charged cleaning credits for contacts that have already been cleaned and are in your account.
These fields are available by default in every new Campaign Refinery account: Email Address, First Name, Last Name.
If you require additional custom fields, you can either create them in advance or on the fly during import using the drop downs for each column.
Additionally, if you have attributes such as "Product A Customer" or "Webinar 123 Attendee" that would make sense as a tag, you can select the "Add as Tag" option for the column.
If a tag is created during import and is found on other contacts in the CSV file, it will correctly apply that newly created tag without duplicating it.
If you have multiple tags, just make sure that only one tag is in a column at a time. If you have a string of tags separated by commas, use this excel function to split them up into their own columns before starting the import process.
Tagging Entire Imports
It can be really helpful to apply a tag to every contact in any one particular import so you can go back and do something else specific with that audience in the future.
You can use this tag simply for future use, or you can use a tag associated with an automation to drop them into a campaign right away.
However, it's important to remember that we validate every email during import through our cleaner so it may take some time for these leads to be eligible to receive email from a campaign.
Once you've clicked "Start Importing", you will be prompted to click a link to check import status.
Each file you've imported will show the file name, what happened with those contacts (added, updated, skipped) and if the leads are waiting for a response from the validation process.