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Import email addresses from Excel/CSV - How to?

How can I import email addresses from an Excel/CSV file?


Goto:

Login »  Surveys »  Send »  Email Management »  Email list

Click on Email Lists


Click on Create New Email List

Under Upload Email Addresses (CSV / Excel File), select the File Format from the drop-down and click on Choose File to select excel file and
Upload it.
What format should the file be in?
The file should be in Excel (.xls) or CSV (.csv) file format. If you have Excel 2007 then please save the file as a .xls file i.e. Excel 2003 or earlier format.
All Spreadsheet Application Softwares have the option for saving files as .csv files. Your data in the file should confirm with any of the format option
as below:

License Level: Web Professional


Column 1 Column 2 Column 3
Email
Email First Name Last Name

License Level: Corporate / Enterprise


Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7 Column 8 Column 9 Column n
Email Field1 Field2 Field3 Field4 Field5
Email First Name Last Name Field1 Field2 Field3 Field4 Field5
Email First Name Last Name Password Field1 Field2 Field3 Field4 Field5
Email Field1 Field2 Field3 Field4 Field5 Field6 Field7 Field8 Field(m).
Email First Name Last Name Field1 Field2 Field3 Field4 Field5 Field6 Field(m).
Email First Name Last Name Password Field1 Field2 Field3 Field4 Field5 Field(m).
Email First Name Last Name Address Line1 Line2 City State Zip Code
Email First Name Last Name Address Line1 Line2 City State Zip Code Phone IP Address

Correct format for the "Notepad" file:


You can also upload from Notepad (.txt) file. The email addresses and custom variables must be in the following format: email_address, first_name,
last_name, custom1, custom2, custom3, custom4, custom5 For example:

kevin111@surveyanalytics.com, Kevin, Battey


support@surveyconsole.com, Nick, Smith
tom@gmail.com, Tom, Russell

Please see Personalize emails to your distribution list help file (referenced below) for more information on how to use the custom variables
uploaded with the email addresses.

How can I save an Excel file to a CSV file?


The Excel File should be in the following format:

Click on the File menu in Excel and select the Save As option.

Select the File Type as CSV(Comma Delimited)and click on the Save Button.
Compliance format for the email address file:

1. There should not be any Spaces in the email address field


2. The email address should be in plain English. The FIRST / LAST NAME variables and Custom Variables support multi-lingual characters.
3. There should not be any Commas within the CSV / Excel(.xls) file

I am trying to upload multilingual variables but they don't get uploaded properly.
When uploading multilingual variables make sure you use an Excel file. A .csv file doesn't support multilingual characters.

To track e-mail addresses / Custom Variables please use the Respondent Tracking link when sending emails via SurveyAnalytics Email
Management.

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Add Email Addresses Manually (/help/128.html)
Personalize emails to your distribution list (/help/customer-experience/cx-email-disposition.html)
Email Lists (/help/.html)
Add contacts to existing list (/help/sync-offline-contacts-email-list.html)

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