Email Marketing - Text File (CSV) Import Contacts into an Audience

If you want to import many contacts from another source, for example, a CRM, Spreadsheet, or accounting package, using a text import file (CSV format) is an easy method to complete this task.

The following tutorial describes the process to complete an import of contacts into an audience.

Click on the Campaigns option in the left toolbar, and select the Audience option in the top menu.

Sales Quote and Sales Proposal Software - Email Marketing - Text File (CSV) Import Contacts into an Audience - illustration 1

Click on the Action drop-down menu for the Audience you would like to import contacts. Then click on the Import option. (as shown in the example below)

Sales Quote and Sales Proposal Software - Email Marketing - Text File (CSV) Import Contacts into an Audience - illustration 2

Click on the Choose a CSV File button to upload your CSV import file.

Sales Quote and Sales Proposal Software - Email Marketing - Text File (CSV) Import Contacts into an Audience - illustration 3

The correct format for an import file is as follows

Email Address,First Name,Last Name,Tags,Email Marketing,Contact,Rating,Date Added
[email protected],Tag Name,Subscribed,1,2020-07-22

The first row must be exact as above, as the software uses the column titles to identify the columns to be imported.

The data columns are as follows:

Email Address: the email address of the contact
First Name: The first name of the contact to be imported
Last Name: Surname of the contact to be imported
Tags: if the contact is to be allocated, tag list them in the column, as tag is used to segment contacts in an audience, e.g. gender, age group, location, etc
Subscribed: the value must be "Subscribed" if you would like the contact to be in the correct status to receive emails in a campaign.
Rating: enter value 1 to 5 to rate the importance of this contact in your campaign
Date Added: enter a date in the following format yyyy-mm-dd

Related User Guide Topics

Edit a Contact in an Audience

12 Mar 2021

An Audience is a set of contacts that will receive an email from a campaign. The details of these contacts typically consist of a; First Name, Last Name, and Email Address. QuoteCloud makes it easy to edit the details of a contact at any point.

Creating Tags for Contacts

12 Mar 2021

Tagging contacts within QuoteCloud allow you to filter a group of contacts to quickly send documents and invoices

Email Marketing - Import Contacts to an Audience

14 Aug 2020

Upload contacts to QuoteCloud via a CRM, Spreadsheet, or accounting package, or by using a text import file (CSV format).

Email Marketing - Manually Unsubscribe a Contact from an Audience

11 Aug 2020

Learn how to manually unsubscribe a contact from an audience