Step 1

Click the “Import” button from the All Contacts tile in the Contacts dashboard.

Step 2

On the next screen, click the "Browse Files" button. This will open the file directory on your computer. Find and double-click your CSV file to select it for upload. Then click the "Next" button.

Note: When a file is selected, the system will run a few checks on the file to ensure it's in the CSV format and that the file is not corrupted. When the process is complete, the box will turn green. If the box turns red, a descriptive error message will be displayed on-screen indicating the cause of the error.

Step 3

In the next step you will see each column from your CSV file listed on-screen as a row. If needed, use the drop-down menu to match the Delivra field. This identifies where the data should be stored.

Notes:

• The importer may attempt to match Delivra fields based on the column name from the CSV uploaded. Please note that this may not always be accurate; double check each row before proceeding.
• When a row is not matched (or not matched correctly), click open the drop down menu to the right and scroll to find the field. Click the field name to select it for the match.

Step 4

In the next step you will configure settings for how your account should handle the email addresses in CSV file. These options include:

• Import action - choose to send or not send an automated message to imported contacts, like a welcome or an opt-in confirmation.
• Ignore blank fields - choose to ignore blank cells in the uploaded CSV file. This eliminates the possibility of existing data being overwritten with a blank if a contact already exists in your account.
• Report Held and Unsubscribed addresses - collects contacts that already exist in your account in the Held or Unsubscribed status. This information will be sent to you in a report and those contacts will be skipped.
• Create new tag - check the box to label the contacts being imported now with a name. This creates a group in the system that can be used to target a specific audience for an email later.

Step 5

If there are Tags that you manage on an ongoing basis, you can also add the contacts being imported now to an existing Tag. Select one or more Tags by moving them to the right column.

Step 6

Click the “Import” button at the bottom of your screen to start the import process. You will be redirected to a landing page that outlines next steps. Click the "Done" button. You will receive an email from the system when the import is complete.

Step 1

Click the “Create” button from the Segments tile in the Contacts dashboard.

Step 2

In the "General Information" box, provide a name for the new segment.

Optionally, enter a description for additional context and place the segment in a folder.

Step 3

In the "Builder" box, click the "Add Clause" button.

The New Clause builder will then be displayed on-screen for you to use to build the criteria of the segment.

Step 4

Click to open the Select field menu to display segment clause options.

Scroll through the list, or use the search box to find your field.

Click on the field name to select and insert it into the clause builder.

Step 5

Click to open the "Is" operator menu. Choose the operator for the clause evaluation. 

In this example, we want to find contacts in the city of Indianapolis. The operator used would be "equal to".

Step 6

Lastly, type in the value for the clause evaluation.

In this example, we'll enter "Indianapolis" to find contacts that have this value in their city field.

Click the "Save and Next" button to continue.

Step 7

In the last step of the workflow, Test, you can see how many contacts currently match the clause criteria.

Click "Exit" to jump out of the workflow.

Note: Segments are dynamic in nature. This means that when data changes or new contacts are added with data that matches, your segment count will be updated.

From the left column click and move one or more tags to the right column. 

And, if you have not yet imported your mailing list, click the “Import Contacts” button. You can quickly import your list and tag it to receive this campaign.

The Preview step includes:

• From & Subject line
• Contact merge
• File size indicator
• Link to the online version

Here you will configure these options:

• Send test to - the email(s) of people to receive a copy of the campaign for review.
• Send this many test copies - how many copies should be sent to each person indicated.
• Send the following parts - choose if the HTML or the TEXT version of the campaign should be sent.
• Send a spam analysis report - run your campaign through email client spam filters & get a score back.

Also in this step you will see a "Selected Contacts" section. This section will display an estimated number of recipients that will receive your campaign.