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Add Subscribers
Tip: Use report results from My Reports, My Surveys, and Subscriber Search to add or copy subscribers to categories or smaller Segmented Lists based on interests.
Step One – Select Categories
Subscriber Categories
You must select at least one Subscriber Category to Add Subscriber to your email lists. Subscribers
may be in multiple Subscriber Categories at the same time.
Subscriber Categories are used to Scheduled and Sent emails and for most functions involving email lists, including automated actions, such as self-starting follow-up emails that can be assigned to Subscriber Categories using Auto-Series.
Add Category
Enter a new Category Name and Description and click the Add Category button to
create additional Subscriber Categories for more control over your email lists.
Step Two – Add Subscribers
Quick Add
Add multiple email addresses by typing or copying text containing email addresses, with other
information ignored. This is useful for quickly adding just email addresses for basic email
marketing and email newsletters. Detailed subscriber data can be added later using Update Subscribers.
Form Add
Add email addresses individually with detailed information. This option pops up a form with all
available fields in the subscriber system. You can enter detailed subscriber information for
more powerful email marketing solutions using personalized content based on subscriber data.
Upload File
Upload a file with detailed subscriber information in a correctly formatted Comma-Separated Values
text document or spreadsheet. With detailed subscriber information, you can create professional email
marketing solutions using personalized content based on subscriber data.
Upload a CSV file to Add, Update or Clean Subscribers?
To upload a file with detailed information, the file must be saved as either .txt or .csv format.
- Add Subscribers – if you want existing subscribers to be ignored and only new subscribers are added. For example, if you are uploading an older list, you may not want to overwrite more recent contact information.
- Update Subscribers – if you want existing subscribers to be changed and new subscribers ignored. If you have previously uploaded a file with errors, you can correct the file and use Upload Subscribers to make corrections.
- Update Subscribers + Add Subscribers – if you want existing subscribers to be changed and new subscribers added, upload the same file using both Update Subscribers and Add Subscribers.
- List Cleaner – if you want to remove subscribers from one file using a second file.
What is CSV?
It’s an abbreviation for Comma Separate Values, a text format in which each block of information, or field, is separated by a comma. Documents with this format are usually saved with a .csv file extention. Each new record – in our case, each new subscriber – is listed on a separate line ending with a carraige return. Fields containing commas or carriage returns must be surrounded by straight double quotemarks. For example, hello, example becomes "hello, example" so that hello and example are put into the same field. Straight double quotes that are part of the subscriber information must be doubled to distinguish from straight double quotes indicating the beginning or end of a field. For example, William "Bill" Clinton becomes "William ""Bill"" Clinton".
Setting up your CSV file
The best and easiest place to edit your upload file is in a spreadsheet program such as Microsoft Excel or Google Spreadsheets, where the file formatting is handled transparently, so you don’t have to worry about extra commas or straight double quotes. You’ll see each subscriber on a single row with each subscriber field in its own column. Just remember to Save or Export your edited spreadsheet document in .csv format.
- Each column must have a label in the first row (first line) of the file.
- One column must be labeled "email".
- Every subscriber must have an email address in the "email" column.
- Subscribers without email addresses in the "email" column will be ignored.
- Column labels must be all lowercase.
- Column labels may be any or all of the following: email, first_name, middle_name, last_name, company_name, job_title, phone_work, phone_home, address_1, address_2, address_3, city, state, zip, country, custom_1, custom_2, custom_3, custom_4, custom_5, custom_6, custom_7, custom_8, custom_9, and custom_10.
Using Detailed Subscriber Data
You can retrieve and email-merge Detailed Subscriber Data into your email content using Subscriber Tokens.
Click this button in the Content Editor toolbar to insert Tokens using a convenient drop-down menu.
Subscriber Tokens
See My Subscribers > Categories – to search, edit, manage, upload, and download Subscriber data.
See My Account > Settings > Subscription Preferences – to allow subscribers to manage their own data.
- #subscriber_id#
- #email#
- #first_name#
- #middle_name#
- #last_name#
- #full_name#
- #address_1#
- #address_2#
- #address_3#
- #city#
- #state#
- #zip#
- #country#
- #company_name#
- #job_title#
- #phone_work#
- #phone_home#
- #custom_1#
- #custom_2#
- #custom_3#
- #custom_4#
- #custom_5#
- #custom_6#
- #custom_7#
- #custom_8#
- #custom_9#
- #custom_10#