Importing contacts
Knowledgebase Article
Importing contacts
Description
You can import contacts into MailMachine from a CSV file or manually add them to your contact list. It's essential to have the contacts' consent before adding them, in line with our strict anti-spam policy.
Why this is useful
MailMachine allows you to send emails to a list you've acquired through hard work and prospecting. This feature enables you to easily import the valuable list you've compiled into our system.
How to import your contacts
Import a CSV file
- To import an Excel contact list into our system, you must first convert it using the software you have installed on your computer.
- Open the contact list file using Excel.
- Click File then Save As.
- Choose a name for your contact list. In the Save as type list, choose CSV (comma delimited).
- Click Save.
- Go to Contacts
- Click on the circle button with the + sign.
- Select Import contacts.
- Select Import CSV file.
- Click Browse for a file to upload to find the contact list file on your computer.
- Once the file is selected, you can uncheck the fields you wish to remove from your list import. Click on Continue.
- Click on Continue to confirm you have the consent to add this list.
You will be alerted once the process is complete. Once it is done, you will be able to see your new contacts under the active subscribers list. For the time being, fields that include date/times have to be added in a yyyy-mm-dd hh:mm:ss format, otherwise the field will be replaced with N/A.
Import an individual contact
- Go to Contacts
- Click on the circle button with the + sign.
- Click on Add a contact
- Fill in the contact information below and click on Save.
- Alternatively, click on Save and add another, to import a new contact.
Tips and recommendations
We don't want to overstate things, but it cannot be stressed enough; your recipients must have subscribed to your list online and have opted in to receive one or more mailing types. With everything in order, It's now time to start sending emails to your contacts!
Excel tip #1 – Some programs will import your data and combine fields like first and last name in the same column. Use “space” and “comma” separators to separate your data into different columns.
Excel tip #2 – Replace (Ctrl + h for Windows Users, CMD+SHIFT+H for Mac users) to remove unwanted punctuation.
Excel tip #3 – Save your CSV file in Unicode UTF-8 format, as that is the default for most online databases.
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