Knowledge Base - Subscribers

Not sure how to do something in TouchConvert? This is where we post 'how-to' guides, explainations and answers to our most frequently asked questions.


Category: Subscribers

Step by Step Guide to Importing your Spreadsheet

Step by Step Guide to Importing your Spreadsheet

Posted By Olivia Justice
May 02, 2017 Category: Importing, How To Import, Importing Contacts, Contacts, Subscribers

How do I import my contacts into TouchConvert from a Spreadsheet? Importing contacts into TouchConvert doesn’t have to be something you need to lean on a TouchConvert team member for assistance with. Whether you already have your contacts in an organized spreadsheet or all over the place, this article will get you in the right place to import your customers (or potential customers) into our platform.   Quick 2-minute summary:   Preparing and Organizing Your Excel Sheet for Import Organize your data into separate columns (first name, last name, email address, etc.) Add any custom fields you’d like to import into TouchConvert Use the find and replace tool to remove any commas, apostrophes or quotes Save your file as a CSV Your spreadsheet may look something like this: Notice how all of the contact fields are a header for the column underneath? Be sure to give a header to all of your fields.  Uploading your file to an Email Campaign For a New Email Campaign: From your Dashboard click on Email Campaigns > The Green '+' button > and then under Import a New List click 'Choose File' and search your desktop for the new file. For Existing Email Campaigns From your Dashboard, in the right-hand menu click on Email Campaigns. Click on the name of the existing email campaign you wish to add contacts to. In the right-hand panel click on Manage Subscribers > then Import. On the screen a new field will come up th

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