Lately we have been receiving a lot of inquiries on how to manually import email addresses into Reloadify. In this article we will show you how to do that, step by step.
It's important to import email addresses manually if you, for example, have collected new ones at an expo. This feature also works the other way round. With this tool, you can exclude email addresses from your mailing list.
Step 1. Creating a chart
Open a blank chart (in OpenOffice or Excel). You can adopt the top row (all headings) from the chart below. Afterward fill in the data. If you already have a .CSV file, just adjust the headings.
Not every column has to have data. If you don't know the birthdate of a person for example, neglect this column. But make sure that the first row underneath the headings is fully filled. Otherwise, entire columns will not be imported, if a column in the first row below the headings is left blank. It is therefore advantageous to enter a person to the very first row (underneath the headings), of whom you possess the most data.
❗ Important:
"subscribed_to_newsletter" relates to being registered for the newsletter or not. Enter TRUE or FALSE here.
"active" relates to the active or inactive status of a profile for your email communications (independent of Newsletters). If you don't add anything in this cell, it will automatically fill to "yes".
"tags" is, for example, the name of a discount code.
"gdpr_source" means the source you got the email address from.
"gdpr_date" means the date you got the email address.
"reply to" means the reply e-mailadres specifically for that customer
❗Do you have an empty row in your CSV file? Delete all your unnecessary rows, including empty rows.
Step 2. Saving the document
It doesn't matter which program you use to create a .CSV file, but the saving process is different for the two (OpenOffice vs. Excel).
OpenOffice
Click on "File", select "Save As" and give the document a clear name. Under "File Type" select ".CSV" and tick "Edit filter settings" and save the document. Sometimes OpenOffice will ask you if you want to save your file in the current format, or if you want to replace it with a different format. Select "Save current format". For the following screen it's important to put a semicolon ( ; ) in "Field separator". You choose the semicolon because it's more adequate for importing data. The "Text delimiter" is already pre-filled and doesn't have to be changed.
Excel
Click on "File", select "Save As" and give the document a clear name. Under "Format" select "Text separated by comma (.csv)". Sometimes a window can pop up, which notifies you of a possible loss of data, but you can ignore it. An important fact in Excel is, that you don't have to worry about the "Field separator". You could think that Excel uses a comma to separate text, but it actually uses a semicolon.
💡 Tip: To make sure, that your document is saved as a .CSV file, you can open it with a program like text editor (Apple).
Step 3. Import into the app
Select in the menu on the left "Profiles" , 'all profiles'', then 'new profile'. Click on 'import from file':
The app will now import all the filled rows. In the following window you will be able to check everything again. Finally click "Save" and the new profiles are successfully imported.
Step 4. Matching the columns
You will now enter another screen, which is a screen with all the options for matching your own columns to the columns in Reloadify. This looks like this:
The only thing you have to do is to make sure that each column has the right value. For first_name the first name, for gender the gender, for email the email address and so on. If you have imported correctly you can fill in the fields as follows:
Via the dropdown menu it is possible to match your columns with the columns in Reloadify.
❗Note: When matching incorrect you see the following in the image:
Then your file is not properly separated with a , (comma) or ; (semicolon). In this way it is not possible to separate your columns properly. In that case you should upload your CSV file again with the correct separator.
Have you matched all columns? Then click on 'import profiles'. You will then almost immediately see in the overview how many profiles you have imported:
Good luck! 🙌