Omnisend synchronizes data with your store, so your store contacts are automatically added to Omnisend. In addition to this, you can import contacts from file or other services.
Before you begin
You can import contacts using the following methods:
- Add single contact
- Paste contact's details
- File import
- Import from Mailchimp
Importing from file
In order to import contacts successfully, the file has to be set up properly. All information about each contact should go into one separate row and each column should contain a single type of information, e.g., First name, Last name, City, etc.
Just like in the example:
When you setup your file, follow the steps for successful import of contacts (video below for guidance):
1. Go to Audience tab > click Add contacts from All contacts list or the Imports page
2. Click Open wizard next to the File import when importing from file. You can upload contacts from .csv .xls .xslx .ods format files.
3. Select file you wish to upload > click Next
4. Map the attributes to help us map your contact's details from your file in Omnisend app > click Next. Don't forget to check, if we should treat the first row as the column header!
5. Add a tag to organize your contacts > click Next. You can also check the box for us to automatically create a segment for that import.
6. Review the details for your import > click Import
That's it! You will be brought back to the imports tab where you will see the progress of your import. Click Report to see the detailed report on how many new and existing contacts have been added as well as how many good/bad emails/phone numbers were found.
Email is always imported as subscribed to email channel status for the new contacts added via the manual import, while the phone number is imported as non-subscribed to SMS channel. To add the phone number as subscribed to SMS channel, you will need to add the opt-in date column to the file and map it to the SMS opt-in date in the Map the attributes step. Follow this article to learn more about the different channel statuses your contacts can have.
Mapping the attributes
Don't forget to map the attributes during your imports. Attributes help us map the data from your file, i.e. email to Email address, name to First name, etc. Property is mapped after selecting one of the properties from the drop-down menu:
- Default properties
- Custom properties
You can also search for a property, but note when searching for a property all lowercase letters must be used. Note, if you are searching for a property and we cannot find such property, you will get an option to "create as new custom property" right away. After mapping and clicking continue, newly created properties will be available in forms, profile page, etc.
Once the attribute is set, it will be marked as mapped. You can still change the property after mapping.
Preferred import options
Adding a Tag
Finally, choose the preferred import options:
- Add a Tag. This will add a tag to all of the contacts you are about to import. Just type in the name of the tag > click Add as tag. You can add as many tags as you wish to your import. When you add a TAG, all of the contacts you are about to import will be tagged so you could filter and segment them in the future.
Creating a segment
Mark the checkbox Create a segment of imported contacts to automatically create a segment for your import in the Organize your contacts step. The segment will be named after the type of import and date of import "Contacts imported via <manual_import_type> on <date_of_import>”.
IMPORTANT: You will not be able to create a new list, therefore all the imported contacts will be tagged automatically according to the type and date of the import. Two auto tags will be added:
- "imported via <manual_import_type> on <date_of_import>”
- "source: manual tag"
You can find the imported segment by navigating to Audience > Saved segments.
Import from other services
We made it fast and easy to import contacts from other email marketing services to Omnisend. See an example of how to import subscribers from MailChimp.
Have more questions? Feel free to contact us at email@example.com.