In this article, you'll learn how to perform three upload processes:
Upload Opt-Outs
Let's take a look at how to use an upload process to associate opt-outs to contacts in your account.
Step 1 - Choose your opt-out upload method
- Navigate to Contacts > Upload > Opt-Outs.
- Choose your upload method:
- Select Upload a file to upload a file from your computer. Select Choose File, and then select the file. Make sure there are no spaces in your file name!
NOTE: The system cannot read a CSV file (such as MS Excel), so ensure that your file is saved as a tab-delimited text file. If you've prepared your subscriber file as a spreadsheet, remove the header row and delete all columns except for the email address column. Email addresses must be located in the first column of your spreadsheet. Once you've formatted your spreadsheet, save it as a Text (Tab Delimited) file. This creates a formatted .txt file that you can upload.
- Select Enter email addresses to upload a list of email addresses (one address per line). If you're uploading anything other than email addresses, we recommend using the Upload a file method. Also, if you want to include additional data fields with the email addresses, you can separate the data by pressing Tab or by using one of the following delimiters: | (vertical bar), ~ (tilde), or , (comma).
- Select your Upload Source from the associated menu. This will allow you to keep track of where the lists you're uploading are coming from. For example, perhaps a batch of business cards were dropped off or you have an attendance sheet from a recent conference.
- Click Next.
Step 2 - Preview the data
- Verify the data preview.
- When ready, click Next.
Step 3 - Select opt-outs
For this step, you will associate opt-outs to the contacts you're uploading.
To add one or more opt-outs:
- Select the opt-out(s) to associate with the contacts you're uploading. Any existing opt-outs are listed in the Available Opt-Outs box. To add one of these, click to highlight one or more and then click Select >> to move them to the Selected Opt-Outs box.
TIP: To select multiple at once, hold Ctrl or Shift and then make your selections.
TIP: To remove an opt-out, select it in the Selected Opt-Out area and click << Remove. It will move back to the Available Opt-Outs area.
- The opt-out(s) you're going to associate to the contacts are listed in the Selected Opt-Outs box. After verifying this is accurate, click Upload.
NOTE: Before uploading, consider the "empty Personal Info fields" checkbox. If checked, and your upload contains empty Personal Info fields for an existing contact, any existing data in those fields will be removed (and cannot be retrieved). You may want to use this option if, for example, you want to update specific Personal Info fields for a batch of contacts as part of the upload process.
Result
A confirmation message displays noting that your opt-outs are being uploaded. You'll receive a confirmation email when your upload is complete. Click Click Here to view the results in your Upload History (view by navigating to Contacts > Upload > History).
Upload Unsubscribers
Uploading unsubscribers lets you manage many unsubscribed email addresses simultaneously.
NOTE: By uploading subscribers this way, all email addresses in the uploaded file are marked as unsubscribers. Additionally, any new email addresses uploaded are added as new, "unsubscribed" subscribers.
- Navigate to Contacts > Upload > Unsubscribes.
- Choose your upload method:
- Select I have a file to upload a file from your computer. Select Choose File, and then select the file. Make sure there are no spaces in your file name!
The system cannot read a CSV file (such as MS Excel), so ensure that your file is saved as a tab-delimited text file. If you've prepared your subscriber file as a spreadsheet, remove the header row and delete all columns except for the email address column. Email addresses must be located in the first column of your spreadsheet. Once you've formatted your spreadsheet, save it as a Text (Tab Delimited) file. This creates a formatted .txt file that you can upload.
- Select I just want to enter the information to upload a list of email addresses (one address per line). If you're uploading anything other than email addresses, we recommend using the Upload a file method. Also, if you want to include additional data fields with the email addresses, you can separate the data by pressing Tab or by using one of the following delimiters: | (vertical bar), ~ (tilde), or , (comma).
- Click Upload.
Result
A confirmation message displays noting that your unsubscribers are being uploaded. You'll receive a confirmation email when your upload is complete. Click Click Here to view the results in your Upload History (view by navigating to Contacts > Upload > History).
Upload Resubscribers
Uploading resubscribers lets you manage many resubscribed email addresses simultaneously.
NOTE: This upload process resubscribes all email addresses in the uploaded file that were previously marked as unsubscribed.
- Navigate to Contacts > Upload > Resubscribes.
- Choose your upload method:
- Select I have a file to upload a file from your computer. Select Choose File, and then select the file. Make sure there are no spaces in your file name!
NOTE: The system cannot read a CSV file (such as MS Excel), so ensure that your file is saved as a tab-delimited text file. If you've prepared your subscriber file as a spreadsheet, remove the header row and delete all columns except for the email address column. Email addresses must be located in the first column of your spreadsheet. Once you've formatted your spreadsheet, save it as a Text (Tab Delimited) file. This creates a formatted .txt file that you can upload.
- Select I just want to enter the information to upload a list of email addresses (enter one per line). If you're uploading anything besides just email addresses we recommend using the Upload a file method. Also, if you want to include additional data fields along with email addresses, the following delimiters are accepted: "|", "~", "," and y.
- Click Upload.
Result
A confirmation message displays noting that your resubscribers are being uploaded. You'll receive a confirmation email when your upload is complete. Click Click Here to view the results in your Upload History (view by navigating to Contacts > Upload > History).