How to Import Contacts or Subscribers and Map Your Fields
ShinePages Support
Last Update một năm trước
SPECIAL NOTE: Before you import any .CSV file, please note that ShinePages' system has a "name" field - which is for full name (first AND last name). You would need to merge your first and last name fields within your file prior to importing. Here are instructions on how to do this.
There are 2 ways to import your contacts into your CRM: AS CONTACTS OR AS SUBSCRIBERS
*Note: ANYONE may be a "Contact" and you have UNLIMITED Contacts on your account. "Subscribers" on the other hand are "Contacts" who are also on your email list and who have given you their permission to receive marketing emails from you. You get a certain number of free Subscribers based on your ShinePages plan and you can purchase additional Subscribers as your numbers grow.
For more info on the difference between Contacts Vs Subscribers. Please click on this article.
HOW TO IMPORT YOUR CONTACT LIST AS "SUBSCRIBERS":
1S) Once you have your .csv file ready to import, go to Emails & Automations (in black bar at the top of the page) and then click on "Lists & Subscribers". Click the dropdown arrow in the "More" button to select "Import". This will allows you to import users via .CSV file format and map the fields to the properties in the CRM.
In the pop up menu - select a list by clicking on the dropdown OR create a list you would like to import to.
1C) HOW TO IMPORT YOUR CONTACT LIST AS "CONTACTS":
Once you have your .csv file ready to import, go to Contacts (in black bar at the top of the page). Click the dropdown arrow in the "More" button to select "Import". This will allows you to import users via .CSV file format and map the fields to the properties in the CRM.
2) "Tick" to agree with terms (please read carefully as this can affect your email sending score moving forward). Click on the button "IMPORT NOW".
3) Match the columns from your file to the contact properties in your CRM. Please go through these carefully and tick to match the information you would like to Map.
4) You will receive an email confirming that your contacts are imported and you're good to go!
