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Monday, October 23, 2017

Bulk Email Express Get Started Help

How to import my contacts list?

Import a contact list from a formatted file

 To import a contact list from a formatted file, go to “Import and Export” menu.

 

  1. From the “Import and Export” menu, select “Import CSV or Text File (Excel)”. The “Open File” dialog box will be displayed.
  2. Search and select your document and click “Open”. Note: The first row of your document should contain the name of the fields (e.g.: last name, first name, title (prefix), company, email address, etc.).
  3. After clicking on “Open”, the “Contact Import...” dialog box will be displayed.
  4. You must choose your type of delimitation.
  5. You have to choose the text delimitation. The text delimitation can be a comma (,), a semicolon (;), a colon (:), or others.
  6. The Quotation character is a quotation mark (“) - leave the quotation mark in the field.
  7. After setting the delimitations, click “Load Preview” button.
  8. The contacts list will be loaded. See image below.


    Through this dialog box, you can modify one or more contacts. To modify a contact, select it and click in the field that you wish to modify, then, make the modification.

    If you are satisfied with the results then click on the “Next” button in order to continue the process.

    Note: If you try to import after choosing your delimitation (for example, the comma (,) and if you see that the program doesn’t import or import all the data of each contact on a single field then try other delimitation (for example, the semicolon (;) and click again on the “Load Preview” button. Be sure that your document is well formatted. If your document is not correctly formatted then you can have problems that can disable the import.

    If for any reason, you are not satisfied with the results, click on the “Abort” button and make the necessary corrections in your document, text or CSV. After making the corrections, please restart the “Import a contact list from a formatted file" process

  9. Match the layout of the imported data with the page setting tool of Bulk Email Express. For example: you match “Email” with “EMail”, “First Name” with “First Name”, “Business” with “Organization”. The page setting is done according to the titles you have. You only have to match the names of the fields! If a field is empty, leave the default value: <Null>.  See the screenshot below.

  10. Optional - If your contacts aren’t assigned to a group and if you want to add them to a specific group then, you only have to check the box “Add the contacts to the checked groups”. Then, add your groups and check the groups you want to have. A contact can be included in one or several groups. Once have finished, hit “Click here to start the importing” button.


    Note: It is important to group your contacts because you could regroup your emails by groups and send your campaigns to these groups.

    Note*: This step is optional
  11. After adding your contacts in certain groups, click “Click here to start the importing” button to import your list.
  12. At this point, you only have to click on the “Ok” button! The program Bulk Email Express will notify you about the total number of imported contacts and the total number of duplicated emails addressed.
  13. If you don't want to import other lists then click "Close" button. The contacts will be added to your list automatically.
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