Importing contacts into Constant Contact - Revision history

108.165.167.117 at 13:35, 25 April 2024

2024-04-25T13:35:59Z

23.247.137.96 at 20:14, 8 April 2024

2024-04-08T20:14:44Z

185.93.34.24: /* Import into Constant Contact */

2024-03-01T14:03:39Z

Import into Constant Contact

Amy at 18:53, 15 November 2013

2013-11-15T18:53:36Z

Amy: /* Prepare your import file */

2013-11-15T18:44:44Z

Prepare your import file

Amy at 18:44, 15 November 2013

2013-11-15T18:44:32Z

Amy: Created page with "Prepare your import file
In SME, go to customer module
click '''Search''' > '''Search Active Customers'''
Make sure you have a column for Name, Email and Contact in..."

2013-11-15T18:43:45Z

Created page with "Prepare your import file In SME, go to customer module click '''Search''' > '''Search Active Customers''' Make sure you have a column for Name, Email and Contact in..."

New page

Prepare your import file

 In SME, go to customer module
 click '''Search''' > '''Search Active Customers'''
 Make sure you have a column for Name, Email and Contact in your search window (Views > Add Remove Fields)
 Click '''Export''' > '''Export to Excel'''. Click OK to the path message.
 The contents of your search window will open in Excel.
 Filter your excel file as needed to get to your target list

 You will need to split the contact column into a first name and last name columns.

 Copy the contact column and paste it on the right, so it is the column furthest on the right
 click the column header for contacts to highlight the column
 Click '''Data''' > '''Text to Columns''' (image below)
 [[File:Data_TextToColumns.png]]

 In the convert Text to Columns Wizard - Step 1 of 3 window, make sure '''Delimited''' is selected ad click '''Next'''
 [[File:ConvertStep1of3.png]]

 In the Step 2 of 3 window, uncheck '''Tab''' and check '''Space''', so Space is the only one checked and click '''Next'''
 [[File:Convertstep2of3.png]]

 Click '''Finish''' in the Step 3 of 3 window.
 You will see your contact separated into two column like this:
 [[File:ContactsSplitIntoTwoColumns.png]]

 Rename the column headers “First Name” and “Last Name”
 [[File:ColumnHeadersRenamed.png]]

 Save the excel file

== Import into Constant Contact ==
Constant Contact changes the interface so these images might not reflect what is currently on their site, but you can navigate through their wizard like this:

 Log into Constant Contact
 Click '''Contacts'''
 [[File:CCContacts.png]]

 Click '''Add Contacts''' > '''Add from file'''
 Click '''Choose File''' and browse for your Excel file.
 [[File:CCAddContactsFromFile.png]]

 Click '''Continue'''

 In the next window, you will see a preview of your excel file and the column names. Use the “Fields in Contact Contact” column to map the excel columns to the correct field.

 For example, make sure “Name” is mapped to Company, Email is mapped to the correct constant contact email field, and the names are mapped to First name and Last name
 [[File:CCMapColumnsToFields.png]]

 Once you’ve mapped your excel columns to the Constant Contact fields, click '''Continue'''

 In the next window, click the plus sign next to '''Add to Email List''' and choose which email list you want the contacts to import into, or click '''Create New List'''.
 [[File:CCAddToEmailList.png]]

 Click '''Apply'''
 Click '''Import'''

@@ Line 1: / Line 1: @@
-Hello high5software.com Owner.
+Hi high5software.com Webmaster!
-Hi high5software.com Admin,
+Hi high5software.com Owner,
 Ready to take your website to new heights? I'm Mark, your go-to SEO professional on Fiverr! Check out my service at https://fiverrseopro.com/.

@@ Line 1: / Line 1: @@
-These instructions will guide you on exporting your contacts out of SME and importing them into Constant Contact
+Hello high5software.com Owner.
-<br>You will need to split the contact column into a first name and last name columns.
+Hi high5software.com Admin,
 Ready to take your website to new heights? I'm Mark, your go-to SEO professional on Fiverr! Check out my service at https://fiverrseopro.com/.

@@ Line 32: / Line 32: @@
 <br>Save the excel file
-== Import into Constant Contact ==
+high5software.com
-<br>Log into Constant Contact
+Hi high5software.com Administrator!,
-<br>Click '''Add Contacts''' > '''Add from file'''
+Ready to take your website to new heights? I'm Mark, your go-to SEO professional on Fiverr! Check out my service at https://fiverrseopro.com/.
-<br>Click '''Continue'''
+�� Service Highlights:
-<br>In the next window, you will see a preview of your excel file and the column names. Use the “Fields in Contact Contact” column to map the excel columns to the correct field.
+�� Why Choose Me?
-<br>For example, make sure “Name” is mapped to Company, Email is mapped to the correct constant contact email field, and the names are mapped to First name and Last name
+�� Limited Time Offer: Act Now!
-<br>[[File:CCMapColumnsToFields.png]]
+Take the first step toward SEO success. Click https://fiverrseopro.com/ and let's elevate your website's performance!
-<br>Once you’ve mapped your excel columns to the Constant Contact fields, click '''Continue'''
+To your online success,
+Mark

@@ Line 28: / Line 28: @@
 <br>Rename the column headers “First Name” and “Last Name”
 <br>[[File:ColumnHeadersRenamed.png]]
 <br>Save the excel file

@@ Line 2: / Line 2: @@
 == Prepare your import file ==
- In SME, go to customer module
+<br>In SME, go to customer module
 <br>click '''Search''' > '''Search Active Customers'''
 <br>Make sure you have a column for Name, Email and Contact in your search window (Views > Add Remove Fields)
@@ Line 30: / Line 30: @@
 <br>Save the excel file
 == Import into Constant Contact ==