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Importing Your Subscribers Using
a CSV file
A CSV file is a file created in a spreadsheet
program. CSV stands for (comma separated values).
You can use Microsoft Excel or another
spreadsheet program like Open Office to set up your columns for your
subscribers.
A CSV file contains the information you would like
imported for your subscribers info. To setup a CSV file you need to
make rows that contain data that the Lyris™
database can read.
The first row of the file tells
Lyris ListManager™
which field the data in each column should be imported into. See
screen shot below.
To create a .CSV file of your subscribers, follow
the steps below:
1. Open your spreadsheet program.
2. Create your columns shown in the screen shot
above. Row (1) needs to have the info that corresponds to the
default database fields in Lyris ListManager™.
They need to be typed as shown in row 1 followed by an underscore.
For the following rows starting with row (2) under heading (A) you
can now type in your subscribers email address. Then in the next
column of heading (B) you can type in their name.
3. When saving a file, it needs to be saved as a .CSV.
To do this, click File and Save As in your spreadsheet program.
Choose CSV (comma delimited) *CSV. from the "Save As Type" in
dropdown then click Save.
Importing The CSV File
After you have created your CSV file now it is time
to import it into your Lyris ListManager™. Log into your account and go to "Members-Add Members-Import from
CSV file.
In the new window for "Import Members from CSV File
click the circle next to the action you would like your Lyris ListManager™ to do. If you are not
sure just choose the top choice for now. Then click on browse to
locate your saved CSV file.
Click on the "Import" button to upload your list.
Once your list is imported and everything is successful you will get
a message of how many members were successful imports.
Setting Up Additional Columns
Once you have your original spreadsheet, you can use
the same spreadsheet to configure additional information you would
like to be imported and store for your subscribers.
Below are other column names you can type in for
inputting additional information into your Lyris ListManager™
database.
MemberType_
Specifies the membership status. Some of the formats that can be
used are "needs-goodbye, needs-hello,
needs-confirm, unsub or held.
Additional_
Placeholder for any information you want to store associated with
this member. Such as "Client, Prospect, Friend".
Company_
Phone_
Field_10_
To specify segment group for creating a mailing segment.
Field_1_
To specify segment group for creating a mailing segment.
In the screenshot below you can see how to setup the
additional columns for your CSV file for your subscribers list. The
columns for "Field_10_ and Field_1_" can be added for creating
segments at a later time so you could do mailings to groups of
subscribers that fall into that segment group. If one of your
subscribers dose not need to be in a group you can leave the field
blank.
Now you can upload your updated CSV file choosing the
settings shown in the screenshot below.
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