Upload Email List

Quick Steps Guidelines

  1. Upload Your Email List Navigate to:Email Targeting > Email Contact Upload > Upload Email List Provide list details (name, file name, tags) and upload your CSV or TXT file.

  2. Organize Profile Attributes Match CSV columns to existing profile attributes. Fix any mismatches by editing or creating new attributes to ensure accurate data mapping.

  3. Send Targeted Emails When creating a new campaign, select the relevant profile attributes to tailor your email audience precisely.

Email File Upload Dashboard

Here's a breakdown of the dashboard components:

  • Date Range: Select a specific date range to filter and view email file uploads within that timeframe.

  • Upload Date: This column displays the date when the email file was uploaded.

  • List Name: Identify the email list associated with each upload.

  • Rows: View the number of rows or entries within each email file, providing insights into the scale of your uploads.

  • Status: Check the status of each upload, whether it's a draft or ready to use.

  • Source: Identify the source of the email file upload, providing clarity on the origin of your data.

  • Actions: This section provides the action to edit each upload or review it.

How to Upload an Email List

Step 1: Upload Email List

  • List Name: Assign a clear, descriptive name for easy identification.

  • File Name: Use this for tracking in the File Transfers section.

  • Tags: Optionally tag contacts for better organization.

  • File Format: Upload .csv or .txt files; each line should contain one email.

  • Status: Choose between Subscribed (allowed to receive marketing emails) or Unsubscribed (opted out).

  • Update Contacts: Enable to update email marketing-related attributes for existing contacts. Note: This only updates email-specific attributes, not general user profiles.

Sample File for Email Uploads

Below is a sample data file that can be used for email uploads.

Sample Email Data File
Sample File

Step 2: Organize Profile Attributes

  • After uploading, profile attributes appear for each CSV column.

  • Attributes matching the system are shown in white with a green checkmark.

  • Attributes without matches are highlighted in red.

  • Click Edit to assign the correct attribute or create a new one if necessary.

  • Click Save to confirm your changes.

Step 3: Send Your Emails

  • Create a new campaign: Create New Campaign > Email

  • At Step 2: What, select the relevant profile attributes you want to target.

  • This ensures personalized and effective email delivery.

Last updated

Was this helpful?