To import contacts into your Marketing section you have to prepare a .CSV document. To prepare a .CSV document one must open spreadsheet document (Example: Excel), where you type in all your contacts and their details. Each information about the contact must be written in its own column. Certain personalized information about your contacts will have to be added to your marketing section as new attributes and those have to be prepared in advance.
To prepare customer’s attributes, please read Attributes in Marketing section or see the tutorial.
Each contact in your .csv file should contain at least one unique identifier. Identifiers that are checked by the system are ID numbers, CODES, and EMAIL addresses.
- At the first import, the ID number will be given to each imported contact automatically. After that, you can use that same ID number for any updates.
- CODE can be given to contacts either manually or automatically.
- DEFAULT EMAIL address is the third and the most common identifier which is given to each contact manually.
After the import, you can see the ID number and code by clicking the View button in your contacts list.
Before the first import, we suggest you prepare a file with all the contact information. If you decide to prepare import files with codes and emails, make sure, each contact gets a unique and only one time used code. If you only decide to use emails, then all the codes and IDs will be given to contacts automatically.
Every import of new contacts will override already existing contacts if one of the three unique identifiers will match the already existing one. Example: If your contacts list already includes a contact with CODE number 101, and you prepare a new import file that also contains CODE number 101, then the latest import will override the already existing one. This way you can lose already existing contacts.
Our advice is to import contacts with Codes and emails and let the system give them automated ID numbers. Once the amount of contacts grows, you can always export them, arrange them by identifiers (either codes or IDs) and edit them or add new ones and then import them back.
IMPORTING CONTACTS WITH MULTIPLE CONTACT DETAILS
When importing contacts with multiple contact information of the same type (Example: contact with more than one email address), you must first import those contacts with only one contact information of the same type. After contacts are imported, you can manually add the other information of the same type.
If you wish to import more contact info with the importer, then you must identify the contact by the code and add the new contact info in the .csv file. The system will add the contact info to the existing one.
IMPORTING CONTACTS WITH ADDRESSES:
When it comes to importing contacts with addresses, make sure you put each info in a separated column and ALWAYS add all the required info: FIRST NAME, LAST NAME, EMAIL, STREET, STREET/HOUSE NUMBER, POSTAL CODE, CITY/TOWN, AND COUNTRY. Without all this information the import will fail.
To create an import document (CSV) with ease, we have prepared a table of content you can import when adding contacts to DG1 marketing to facilitate the process of importing contacts.
|ID||The ID number is a unique number of the contact. At the first import, the ID must NOT be written, but it must be added to your .csv when UPDATING the import.|
|Code||The code will be generated automatically.|
|First name||Use any letters. Example: John|
|Middle name||Not obligatory. Use any letters. Example: Paul|
|Last name||Use any letters. Example: Fitzgerald|
|Full name||Use any letters and put a space between the first, middle, and last name. Example: John Paul Fitzgerald|
|Username||It is created automatically. Or you write your own. Note that has to be one word only.|
|Gender||Write the gender with a word. Example: Male|
|Date of birth
Date of birth
Date of birth
|Write the date in one of the three date formats:
|Default E-mail *||Obligatory
Write emails only in the email format. Example: email@example.com
|Country calling code||Do not use +. Only use the number of the country calling code. Example: 44|
|Telephone||Numbers only. Example: 1 123456798|
|Mobile||Numbers only. Example: 41 3562564|
|ADDRESSES||Note! If you add the address of your contacts, you must add all the information marked with * but there are several options on how to add certain data.|
Street with No. *
Street No *
|Use only one option.
Add the street with number. Example: Kensington avenue 101
Use letters only. Example: Kensington avenue
Use numbers or numbers and letters. Example: 303
Postal code *
Town with postal code *
Postal code with town *
|Use only one option.
Write the name of the town or the city in a separate column. Example: London
Use capital letters and/or numbers only and write the postal code in the separate column. Example: W2 3XA
Write the name of the town and the postal code all in one column. Example: London SW1A 2AA.
Write the postal code followed by the name of the town or the city in one column.
|Country *||You must write the name of the country according to the ISO standards. Click here to find the correct representation of the country.|
|Country State *||The state must be written according to ISO 3166-2 Code format or simply with a name.
Example for the United States
Example for Canada
Example for Italy
Example for Switzerland
Example for Japan
|Global - All channels||1 - checked (YES), 0 - unchecked (NO)|
|Global - Email||1 - checked (YES), 0 - unchecked (NO)|
|Global - SMS||1 - checked (YES), 0 - unchecked (NO)|
Warning! Site languages affect only mailing lists and no other functionality. The rest of the marketing works globally and for all sites and site languages. You don’t need to select a specific language for no functionality other than mailing lists.