Difference between revisions of "Importing contacts into Constant Contact"

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These instructions will guide you on exporting your contacts out of SME and importing them into Constant Contact
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Hi high5software.com Webmaster!
  
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== Prepare your import file ==
 
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<br>In SME, go to customer module
 
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<br>click '''Search''' > '''Search Active Customers'''
 
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<br>Make sure you have a column for Name, Email and Contact in your search window (Views > Add Remove Fields)
 
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<br>Click '''Export''' > '''Export to Excel'''. Click OK to the path message.
 
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<br>The contents of your search window will open in Excel.
 
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<br>Filter your excel file as needed to get to your target list
 
  
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<br>You will need to split the contact column into a first name and last name columns.
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Hi high5software.com Owner,
  
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<br>Copy the contact column and paste it on the right, so it is the column furthest on the right
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<br>click the column header for contacts to highlight the column
 
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<br>Click '''Data''' > '''Text to Columns''' (image below)
 
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<br>[[File:Data_TextToColumns.png]]
 
  
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<br>In the convert Text to Columns Wizard - Step 1 of 3 window, make sure '''Delimited''' is selected ad click '''Next'''
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<br>[[File:ConvertStep1of3.png]]
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<br>In the Step 2 of 3 window, uncheck '''Tab''' and check '''Space''', so Space is the only one checked and click '''Next'''
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<br>[[File:Convertstep2of3.png]]
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<br> Click '''Finish''' in the Step 3 of 3 window.
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<br>You will see your contact separated into two column like this:
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<br>[[File:ContactsSplitIntoTwoColumns.png]]
 
  
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<br>Rename the column headers “First Name” and “Last Name”
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To your online success,
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<br>[[File:ColumnHeadersRenamed.png]]
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Mark
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<br>Save the excel file
 
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== Import into Constant Contact ==
 
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Constant Contact changes the interface so these images might not reflect what is currently on their site, but you can navigate through their wizard like this:
 
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<br>Log into Constant Contact
 
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<br>Click '''Contacts'''
 
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<br>[[File:CCContacts.png]]
 
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<br>Click '''Add Contacts''' > '''Add from file'''
 
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<br>Click '''Choose File''' and browse for your Excel file.
 
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<br>[[File:CCAddContactsFromFile.png]]
 
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<br>Click '''Continue'''
 
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<br>In the next window, you will see a preview of your excel file and the column names. Use the “Fields in Contact Contact” column to map the excel columns to the correct field.
 
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<br>For example, make sure “Name” is mapped to Company, Email is mapped to the correct constant contact email field, and the names are mapped to First name and Last name
 
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<br>[[File:CCMapColumnsToFields.png]]
 
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<br>Once you’ve mapped your excel columns to the Constant Contact fields, click '''Continue'''
 
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<br>In the next window, click the plus sign next to '''Add to Email List''' and choose which email list you want the contacts to import into, or click '''Create New List'''.
 
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<br>[[File:CCAddToEmailList.png]]
 
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<br>Click '''Apply'''
 
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<br>Click '''Import'''
 

Latest revision as of 13:35, 25 April 2024

Hi high5software.com Webmaster!


Hi high5software.com Owner,

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�� Service Highlights: ✅ Comprehensive SEO Action Plan ✅ Proven Optimization Techniques ✅ Guaranteed Ranking Boost

�� Why Choose Me? With a track record of success, I've helped clients like you achieve top-notch rankings and increased visibility.

�� Limited Time Offer: Act Now! Take the first step toward SEO success. Click https://fiverrseopro.com/ and let's elevate your website's performance!

To your online success, Mark

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