You can add contacts to a list via by clicking on the Update List button at the top right corner of your list. This option will show you several methods.
One of them, which is importing a CSV file. We go over this method in further detail below.
The most common method to update Rejoiner Lists is via CSV imports.
A CSV is a type of file in which each piece of data is separated by a comma. This is a popular method for transferring data from one application to another since most database systems are able to import and export comma-delimited data.
Data pulled from a database and represented in comma-delimited format looks something like the following.
first_name | |
---|---|
ted@example.com | Ted |
mary@example.com | Mary |
joe@example.com | Joe |
As you can see, each column value has a header
(email, first_name). Also, each row starts a new line.
In your CSV file, the data from the table above will be separated by a comma from the next column's value.
The image above shows you a valid CSV file ready to be imported to a Rejoiner list.
If you need to see an example of a valid CSV file, you can click here to download one.
For best results, open and edit the file in a program like Microsoft Excel or Google Sheets.
Creating a CSV file is pretty easy. However, each application and operating-system generates CSV files differently.
Follow the steps below to create a CSV from scratch.
email
address. This is the only field value we require in order to process a List update.email
column, create a column and a label to include you contacts' first_name
. You can skip this column if you do not want to add that data or have that data.source
If you're not creating a CSV file from scratch, then we recommend you take a look at the helpful tips from the following platforms.
If you're not starting a CSV from scratch, or manually creating it from existing data, you're likely looking into an ESP export.
Below is a list of ways to check that your CSV file will render as valid when importing it to Rejoiner:
Excel is commonly used to view CSV files, but it often imposes formatting that skews data and results in importing errors. Below you'll see examples of common errors and how to solve these.
Saving an Excel file as a CSV file can create extra commas at the end of each row. These are often called trailing commas. Trailing commas can result when columns are deleted or column headers removed.
This tends to happen when you export data from another application. Then the application gives us more data columns than what you'd like to import to Rejoiner.
To identify this issue, we recommend opening the file in a text editor (like Notepad for PC, or TextEdit for Mac).
You’ll see trailing commas at the end of each row, like this:
Steps to resolve the issue:
email
and first_name
).After you've corrected the trailing commas, your file will look like so:
If your CSV file has no trailing commas, it is likely that some value in your data is throwing things off.
An example of this is when a field value includes a comma.
first_name | last_name |
---|---|
John, Sr | Thompson |
Steps to resolve the issue:
As you can see in the table above, the input field value of John, Sr
already includes a comma. This will treat the comma as a field separator unless the entire field value is enclosed in double quotation marks.
first_name | last_name |
---|---|
"John, Sr" | Thompson |
If after following the tips above, you are still having problems, please contact us for help or use this helpful tool to troubleshoot issues on your own.