Step 1 - Choose the file from your computer
×
Important Points - Please read...and we apologise in advance for sounding so serious!
-
Please do not include a header row in the CSV/XLSX file you upload.
-
To ensure that MailChatter successfully processes your uploaded contact data, please ensure that the first row in your CSV/XLSX file is fully populated as we will be using the information in this row. Basically, if there is a blank cell in your first row then we will struggle to identify that column of data.
-
We currently only accept .csv (comma separated values) files and .xlsx (modern Excel file) files on this upload facility. To save in a .csv format from Excel, select "Save-as .csv" (Ensure you select Comma delimited). Most email programs (such as gmail) provide the option to export contacts in a csv format.
-
If you choose a CSV file then this is a file which uses commas to separate the data into columns, hence its name, "comma-separated-values"! If a comma exists in one of your columns of data the file will fail to upload and the commas need to be removed or changed. If you do require commas in the file then replace all the commas with || (above the # symbol on your UK keyboard). As the file is inserted into our database the || will be replaced back to commas. For example replace "10 my street, my town" with "10 my street|| my town".
-
The upload facility will ignore any more than 30 columns. If you need to upload a file with more than 30 different information types (columns), upload the first file with 30 columns and the second file with the remaining columns plus the email address column. As long as the email address is contained in each uploaded file, MailChatter will add this new information from the second uploaded file to the existing contact information. We use the email address as the unique identifier. This is also true for adding further data to existing contacts at a later date.
-
To ensure processing is carried out correctly please limit your upload files to 50,000 contacts in any single file upload. If you have more contacts to upload than this then please upload the remainder in a separate file.
-
If you are still unsure then please watch the tutorial video:
Watch Video
Step 2 - Map the columns below
×
Step 2 Information - Please read!
-
The data in the first column shown below (Entitled "Your Data") is taken from the first row of the CSV/XLSX file that you have uploaded.
-
Please use each dropdown menu (below "Your Information Types") to identify the type of information included in each particular column of your uploaded file. For example select "First Name" in the dropdown to tell us which column in your uploaded file contains your contacts' first names. If you do not want to include a column from your uploaded file and want MailChatter to ignore that column, then leave the dropdown as "Do Not Include" and the system will ignore that column.
-
MailChatter has some built-in (default) information types: first name, last name, email address, opted-in & mobile number. If you wish to upload additional information types (for example "Gender" or "Date of Birth"), then you will need to add these new information types. To do this simply enter the name of the new information type (for example "Gender") into the "New Info Type" textbox alongside. For example if your uploaded file includes first name, last name, email address & date of birth, then you will need to add Date of birth as a new information type as it does not automatically exist in the dropdown. Once you have created a new information type in MailChatter, our system will automatically add it to the dropdown for any future uploads.
-
If you are uploading a new information type (for example gender or Date of Birth) and you haven't already added it into our system then simply type it into the text box in the same row as the relevant data.
-
If the column contains a date then please check the relevant checkbox and this column will then be treated as a date rather than text. This can be used for a date-of-birth column for example.
-
If you are still unsure then please watch the tutorial video:
Watch Video
Step 3 - Select Groups
×
Step 3 - Yes, more important information...but fear not, you're nearly there!
-
If you want to add the contacts you are uploading into a specific group(s) then select which ones from your list of groups below. If this is the first time you are uploading a contact list, you will need to create a group by typing a name for this group into the text box at the bottom of the screen. This will create one new group.
-
Previously created groups will automatically appear on this screen with a tick-box alongside. When adding new contacts you can organise them into as many of these existing groups as you wish by ticking the relevant tick boxes as well as creating a new group specifically for those new contacts.
-
If you wish to create multiple new groups please use the "Groups" menu option on the left but only before or after an upload is completed.
Groups are used to organise your contacts and enable you to easily send to specific people within your list. Any one contact can exist in multiple groups.
If you are still unsure then please watch the tutorial video:
Watch Video
Step 4 - Finished
Complete
