518 N 40th St
Omaha, NE 68131
402-516-2899

This is the fourth lesson in our Contacts Area Series. We've looked at Fields, using the Easy Form, and now we're going to see another way to upload contacts into Channel.

If you want to upload many contacts at once, getting to know the File Upload option will help you import a batch, or multiple contacts, all at the same time. You can do this by using a Comma Separated Value (.CSV) spreadsheet. Anyone can do this with access to any spreadsheet program, such as Microsoft Excel.

The video will guide you through your first File Upload import. There are a few things you should know about using this option:

  1. You must use a .csv file to upload your data. A .csv, or comma separated value document is a file extension given to a spreadsheet program (like Excel for instance) instead of an .xls or .xlsx.
  2. You can save an existing file in your spreadsheet program with an .xls, .xlsx or .odt as a .csv when you go to save the document.
  3. You’ll need to have a list with a proper header row and consistent data in each column. This is to make sure your information will be pulled into Channel correctly.

Notes about Upload Options Before an Import

Before you choose to “Upload” your new connections, you’ll see the two below options. The first is “Optional Opt-In Override” and the second is “Add only if email address is not already in all contacts.” Both of these options are important to having a successful upload. Here’s more information on both of these:   

  1. The first is the “Optional Opt-In Override”, which gives you the ability to send bulk email communication to that contact. You must have permission from the contact to use this option. If you do not check this box, the contact(s) you are uploading will not receive email communication until you later manually subscribe them. The CAN-SPAM Act only limits mass email communication. You can still send a connection a Single Email even if you do not have permission to include a contact in a bulk email send.
  2. The second box is “Add only if email address is not already in all contacts”. This is especially important for the File Upload option and it omits any duplicate email addresses from being imported into your contacts.

We’ll start by clicking the File Upload button under Contacts.

Uploading Contacts into RenMind Wire

When you click on the “Choose File” button you will be taken to the file directory on your computer. You’ll want to navigate to the folder that contains the file you want to upload. Make sure that the file has the .csv file extension:

Uploading Contacts into RenMind Wire

When you select to open your .csv file you can see that you’re led back to the File Upload page. Note the arrow that shows your file is ready to be uploaded. Also, see the blue circle that points out the “Optional Opt-in Override” selection. If you have permission to send bulk communication (email newsletters) to these contacts, then you should check this box. Otherwise, they will be left out of mass email communication unless manually changed later.

Uploading Contacts into RenMind Wire

Once you click the upload button the system will process your list to pull in each contact. You will be taken a page that looks like the one below. This will let you match the column headers (on the left side) from your spreadsheet with the fields you’ve already set in the Fields area (to the right side). Make sure each category meets up with the contact you see. You want the email to meet up with the email field, city with city, etc… It’s good practice to name the column headers something similar to the Fields you’ve already set. This way you can be sure that similar data will be easy to identify during the upload process. It takes out the guess work. It will look like the image below:

Uploading Contacts into RenMind Wire

When you go back to your contacts area you can see that the contact Nicki has been added into your contacts area. Take the chance to look up a few of the contacts you’ve just imported and make sure they’re Subscribed. Now you’re ready to send them email newsletter information.

Some Added Notes

Any time someone signs up through one of your promotions through Review, Offer, Giveaway or a contact form they will automatically be pulled into your Contacts Area. It works much like any of these upload methods. When you’re given permission to send a contact bulk email you can see that on the far right where it says if they are Subscribed or Unsubscribed. 

Uploading Contacts into RenMind Wire  

Any of the contacts you have in the Contacts area can still be sent a Single Email (envelope icon on the right), and you can also keep updating their information in their notes. For more on these features, take a look at the last lesson in this series, 'Managing Contacts'.

 

Start the next assignment

To go through the next lesson click here: Contact Area #5: Managing Contacts. You can also access it by clicking the link in the email we sent you.

Bonus Material

Click the link to see extra material on The Can-SPAM Act. This is an introduction to bulk email legislation in the United States.
Here's another link. This one is about The CSV File Format , which is the type of files you'll use with the 'File Upload' option.

 

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518 N 40th St
Omaha, NE 68131
402-516-2899