Contact Import is a feature that enables quick creation of a contact list for SMS, Viber or Email campaigns. It’s often used for manual mapping of the contact base from the internal CRM (Hubspot, Agile, AmoCrm, etc.) to the eSpuntik system.
Contact List is a file with all the information about clients organized in rows and columns. The file formats that are supported for import are: xlsx, xls, csv, and txt.
Contact Import Stages
- File Preparation;
- File Upload;
- Field Mapping;
- Import Parameters.
1. Validate your base to verify your contact list and delete non-valid and fake contacts.
2. Available email and/or phone number are a must for import: the system uses them to recognize unique contacts. A file with names and addresses only will not be downloaded.
3. Prepare a file with contacts in one of the supported formats. It should be saved in one worksheet. If the file contains two or more worksheets, the system will not process them: only the contacts from the first worksheet will be imported.
4. Text fields of the list should have no spelling mistakes (gmeil.com, mail..com, etc.). Number fields of the list should be saved in the international format. Fields with errors will not be imported into the system. See more detailed requirements for contact fields.
5. You can download file examples from the system to see how every format should be organized.
6. Your contact list file size shouldn’t exceed 300MB. If it’s over 300MB, split the file into several parts by removing the unused columns.
1. To start an import, go to Contacts > Contact import.
2. To upload the file from your computer, click on Upload File.
3. Here, you can also see and download the examples of files in the supported formats.
After you’ve downloaded the file, you need to map the columns from your file to the corresponding fields in the system. This will allow using these data for more targeted personalization and segment creation.
1. Set the necessary conditions in the system:
- Unique contact field: choose what field - Email, Phone Number, or both - will determine the uniqueness of the contact. For example, if your main communication channel is SMS, choose Phone Number; if you mostly use email campaigns, choose Email. This condition is necessary to avoid duplicates.
- Import empty values: enable this condition to import even empty fields.
- Ignore first line: enable this condition if the first line in your file contains column titles.
- Map fields: map the columns from your file to the corresponding fields in the system. The system automatically determines the format - text or number - and offers the corresponding fields.
2. If you don't need some information, click on Skip above the corresponding column. The successfully matched columns are highlighted green.
3. If standard fields are not enough to include all the necessary data, go to Settings and add additional fields. You can add an unlimited number of fields to enable better personalization. See how to do it.
4. The first 100 contacts from the file are available for preview in the upload tab, and the system automatically calculates the number of errors and warnings, if any. The contacts with errors and warnings are labeled with a red or orange marker:
- Errors in the Unique contact field (Email or Phone Number) are labeled with red markers.
- Warnings in all other fields are labeled with orange markers.
- Contacts with errors or warnings are not uploaded or updated in the system.
5. To correct the mistakes straight in the fields, click on Start the search of errors.
6. Having mapped all the fields and corrected all the errors, if any, click on Next to proceed with import parameters.
At this stage, you’ll have to choose list segments and restore the deleted contacts.
1. Choose a list where imported contacts will be added: a new list, an already existing list segment, or both. Contacts cannot be added to a dynamic segment or a combined segment.
2. You can select an unlimited number of lists to add new contacts to. An import won’t start until you choose at least one list (new or existing one).
3. When you import to a new list, add tags to ensure list filtration.
4. You can launch a workflow, for example, a welcome series, right after an import. To do this, you need to create the right event and scenario in the system.
5. You can restore previously deleted contacts by enabling the corresponding condition.
7. You can see the details of every import in Import History:
- time and type of the import;
- import executor;
- contact statistics;
- lists where the contacts were added.
You can open any list by clicking on Go to List.
8. And there you can also make a separate list for new contacts, for example, to send a message:
1) I have a legally collected validated contact base. How come there are blacklisted contacts in it?
After an import, you may find some of the imported contacts blacklisted. Don't panic. It happens because the system checks emails on its own general blacklist. If a contact is blacklisted, it means it has already been used for some campaigns, and the system defined it as invalid. Blacklisted contacts aren’t included in workflows and have no impact on your reputation as a sender.
2) How do I download the phone number database?
The Phone Number field is a standard field that can contain only integer numbers; no text or special characters are supported.
The contacts from this field are used to send SMS and Viber messages. The number should be specified in the international format:
See more detailed requirements for contact fields.
Note: you can import only phone numbers valid in the country that you have selected while registering in the system. If you want to import phone numbers valid in other countries, contact our support.
3) Can I buy a contact list from you and use it for my campaigns?
If you care about your reputation, never use bought lists. Otherwise, you risk facing bans by email clients, problems with an ESP, fines, poor response rate and loss of credibility.