Quick tips:

  • We recommend you read about segmentation best practices before importing your list.
  • Use a CSV file that includes a header row with field names. View example.
  • Be sure to assign at least one internal list or subscription during the import process so you can easily segment your contacts later. 
  • Contacts will be merged by email address if they already exist in your database.

List file

Prepare your import file in Excel or Google Sheets or export it from another source. In the end the file needs to be saved in a CSV format. Each column in the file needs to include a header to indicate the name of each field. (view example)

At a minimum your file must include an email field, however, we recommend you also include additional fields that you can use for personalizing email messages. For example, importing "first name" will allow you to add a personalized salutation or merge this or other imported fields into the body of your messages.

Importing internal lists and subscriptions

Follow these steps below to import internal lists and subscriptions. In this example there are three internal lists (Staff, Student and Volunteer) inside a folder called "Contact type".

The import file should be formatted like this:

On the import settings page you need to map the "Lists" column from your import file to the corresponding internal list folder from your account:

Duplicates

If your import file contains duplicate records they will be automatically merged based on the email address. If your file contains records that are already in your Envoke database then imported fields will be updated for the existing contact records. 

It's possible to use an external ID as a key field instead of the email address. This is an advanced setting, please contact support for more details.

Field updates

Fields for existing contacts are overwritten when contacts are re-imported, except for blank values. (fields are only updated, not deleted)

Internal lists and subscriptions are cumulative. New internal lists and subscriptions are appended to records but never removed.

Preview

On the import settings page you'll see a preview of the list. This provides you with a way to confirm the fields aren’t misaligned or scrambled. If the preview looks good you can continue to the next step, otherwise the file format needs to be fixed first.

Field mapping

Map fields from your file to the corresponding field in Envoke. You can also use the “Skip this field” option to exclude a field from the import.

Consent

Contacts with existing express consent will not be "downgraded" to implied consent status if you are re-importing existing contacts.

Contacts with revoked consent (unsubscribed contacts) will not be re-subscribed if they are re-imported.

Submit import & approval process

After you click the Import button your file will be queued for importing. Importing generally takes only a few minutes.

Import requests from new users are manually reviewed to maintain Envoke’s deliverability ratings and for security reasons. This manual review process generally takes less than 60 minutes during regular business hours. After you've sent a few email campaigns without generating above average complaints we'll enable auto-importing and this review process will be bypassed.

Import completed

When the import is completed you’ll receive an email confirmation with a summary showing new contacts added, contacts updated, duplicate records merged and records that didn't get imported such if they had an invalid email address.

You can also view the status of your import from this page.

Rejected records

Contacts that didn't get imported due to an error (for example a syntax error in the email field) are saved in a separate file for your review. The file is called "YourFileName - rejected records.csv". You can download this file and import it once the errors are fixed.

Country field

If you're importing a country field, here is a list of ISO country codes and names to use. All other data in the country fields will be rejected.

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