Overview


Uploading a file of subscribers is an easy way to get a group of subscribers added to a List or to your subscriber pool. This page details the steps to upload a list from the Subscribers tab.

For information on uploading subscribers from the creation or management of a List, see this article.


Steps


  1. On the Subscribers page, click the Import Subscribers button.

    Result: The first page of the Upload List wizard displays.
     
  2. In the dropdown at the top of the page, you can select to upload to your subscriber pool, to one or more Lists, or to one or more Automated Campaigns. If you choose to attach the upload to Lists or Automated Campaigns, you will be provided with a field to enter part or all of the List/Campaign name(s). Any lists/campaigns matching your entry will be displayed in a dropdown, and you can select them from there.

  3. You can also select from this page whether to import your subscribers as an Add Only, Add & Update, or Overwrite import.

    • Add Only: This option will only add subscribers that are not already a part of the your selected upload target (subscriber pool, Automated Campaign, or List). If subscribers have already been uploaded, their information will not be updated.

    • Add & Update: This option will add new subscribers, but will also update any new attributes for those subscribers in the list. It will not remove any information from attributes with values assigned that are not included or changed in the list you are uploading.

    • Overwrite: This option will wipe the membership of the upload target (subscriber pool, Campaign, or list) for the subscribers to match the current list’s attributes.

      WARNING: Use of this option to import to your Subscriber Pool (i.e., with no Campaign or List selected) will replace the entire subscriber pool for your account with the contents of the file being imported. It is strongly advised that you do not use Add & Overwrite without a List or Campaign identified. 

  4. After selecting an import target and options, click Next to continue the Import Wizard, or click Cancel to cancel the import. When you click Next, the Upload List screen appears.

  5. After you click the Next button, the Upload List step of the Subscriber Import wizard displays.

     
  6. Under Upload List, click Select File.

    Result: A Choose File to Upload dialog box displays.
     
  7. Browse to the location where you have stored the file that you wish to upload, select the file and click Open.

    Note: Multiple file formats for upload are allowed. For more information, read this article.

    Result: The file will be uploaded and its size and filename displayed onscreen.
  8. If your file does not have a header row, uncheck the File Contains column headers checkbox. NOTE: Having a header row identifying the attribute name for a column will speed up your Subscriber Import process.
     
  9. If you do not wish to receive an email notification when the subscriber list file is finished importing, deselect the “Email me when the import is finished” check box.
     
  10. If you want to move to the next step in the wizard, click Next and proceed to step 11.
    OR
    If you want to exit without saving the subscriber information loaded, click Cancel.
     
  11. After you click Next, the Column Mapping wizard displays. In this step, you have the ability to match columns for the file that you uploaded to available subscriber attributes. Engage will attempt to auto-map any column that matches the name of an attribute already existing in the system, but there may be some columns that require manual mapping to be imported. The method we'll look at here involves Engage reading Headers off the imported file.
     

  12. To map an attribute to the global attribute list, click Map to next to the attribute’s name.

    Result: The global attribute list will display. You can either select an attribute from the Existing Columns values, click on New Column to create a new attribute, or choose to Skip the column.
    If you select an attribute from the global list, all of the values in the column you are mapping will be mapped to that attribute for each subscriber in the uploaded list.

    If you select New Column, you will be provided a field in which to enter a name for the new attribute column. Enter the desired name and click Save.
     
  13. If you do not want to map an attribute, click Nothing (Skip) in the mapping dropdown.

    Result: The unmapped row is shaded Red to denote it being skipped.
     
  14. After you have completed mapping or skipping all of the fields in the attribute list, click Start Import.

    Note: You must either map or skip each field before you click Save.

    Result: The system will process the mapping and show a message that your subscriber import is in progress. If you chose to be emailed upon import completion, watch your inbox for the notification that import has completed.