There are 2 ways to create contacts in EmailsAndSurveys. The easiest way is to just create a New Group in the User Interface and manually create your contact list. The green icon on the far left will create a new group.
The green icon in the middle of the page will add a new member. You edit & remove groups and members with the pencil and trashcan icons.
Upload as a CSV or Supported Interface
EmailsAndSurveys also supports a number of different file formats including excel, QuickBooks, Constant Contact, MailChimp and QuickBooks. Click the black up arrow icon to get started.
In this example we will import a CSV. So click the CSV icon. We highly recommend you download our sample format, it is available on this help page or in the import wizard.
The only required field is an Email Address or a Phone Number. You will see there are 10 UDF fields or User Defined Fields in this spreadsheet. 3 have been set to Promo Item, Discount and Exp. Date. If you do NOT want to load UDFs you need to change the header to say UDF1, UDF2, UDF3 and remove the data.
If your data passes the integrity checks, you will be prompted for a data format for any dates that might be uploaded
Once you data is uploaded, we will check for errors and give you one more chance to edit any data errors that might exist. This form is editable
You can either upload to an existing group or create a new one and map your fields to our Contact List.
Once you have mapped your data, EmailsAndSurveys gives you the opportunity to clean your email list with industry-leading vendor Zerobounce. It is optional, but if your campaigns have more than a 6% bounce rate, it will be required. Charges apply.
Most customers have either email addresses or phone numbers. EmailsAndSurveys helps you build your customer list by sending a SMS and a Email to your contacts to collect missing data in your CRM. This feature may also be used to enforce Opt-In requirements. EmailsAndSurveys highly recommends that you personalize the email and SMS template to explain to them why they should give you more information.
Once you have mapped all fields, you can click Import and Finish.
EmailsAndSurveys gives you the ability to see users that have unsubscribed or became a bad email address. Just click on the buttons you see below for unsubscribed or bad email addresses.
EmailsAndSurveys highly recommends you periodically download or export your contacts down and back them up on your computers so you have them for safe keeping. Accidents do happen.
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