SUMMARY: To add emails to your database, use the Profile tab to input various fields such as email, phone number, and country. For detailed instructions, you can watch a video or view screenshots provided. When uploading a list, ensure you include first and last names, using placeholders if necessary. Use the CSV template for data entry and avoid deleting columns to ensure successful uploads. Specify a valid source name without special characters. If using an existing data source, duplicate emails will not be re-uploaded. To confirm consent for communications, mark the list accordingly before submitting.
Are you looking to add emails to your database? Utilize the Profile tab to add email, phone number, country, and a number of different fields into your database. Watch the video below for step-by-step directions or navigate the screenshots below.
If you're looking to add a single guest at a time click here.
In order for your list to upload successfully, you must include a first and last name. If you don't have a first and last name you can utilize placeholders such as "Dear Valued Guest" or create dynamic content to address other characters in the field. We have two email editors that support the creation of dynamic content - Studio or the HTML Editor.
How to upload a list
If you have access to multiple properties, note which property you're in when you upload a list, as it will be permanently associated with that specific property. When you use a list for marketing campaigns, you'll need to include the associated property to generate counts. Learn more about setting up the criteria for an email marketing campaign.
- Select the Profile tab.
- On the Add Guest(s) tab, select Upload New File.
- Select Click here to download a CSV template. The downloaded file will be called GuestProfile.csv.
-
- Browse to your Download folder to locate, open and enter your data into the file in Microsoft Excel.
Deleting any columns in the CSV template will cause the file to not upload. For the file to successfuly upload, make sure you save as a CSV and include data in the first and last name columns.
- When your file is complete proceed to enter a new source name for your data or select an existing source for your data.
Valid source names may include letters, numbers, underscores and spaces. Do not use punctuation or special characters other than an underscore.
Correct example: Summer_2014_Member. Incorrect example: Summer-2014!
If you select an existing data source you will add to the existing data. If an email exists in the source it will not upload again.
- Browse and select the file you created.
- To designate all guests you are uploading as having consented to receive communications, check the Mark list as Consent box.
- Select Submit.
0 comments
Please sign in to leave a comment.