A list is used to organise your contacts in a better manner. You can create different lists by uploading contact files in CSV format. A contact can be part of multiple lists.
Click on the “Create List” icon and upload your list file. A list should be either in a CSV or TSV file format with a maximum file size of 5 MB.
A sample CSV file is provided. To get started, you can download the file and try uploading the same.
Once you upload the list and click on next, the column headers on your CSV file will match Freshmarketer’s default contact properties. You can modify these properties using the dropdown or create a new custom property. The unmatched column headers will be listed separately below, providing an option to match.
If your imported list contains the same email address more than once, the duplicate contact will be removed automatically.
Default matched columns:
Few standard properties will be mapped to the columns by default. You can either proceed with the same or you can modify the contact field property using the dropdown. The dropdown lists all the contact properties (both default and custom).
The default contact properties in Freshmarketer includes the Email address, First name, Middle name, Phone, Country, City, Last name, Mobile, Facebook, Twitter, LinkedIn, Company, Address, State, Zipcode and Timezone.
Unmatched columns with the option to match with existing properties:
The unmatched columns will be shown separately below providing you an option to map with the existing contact properties. Ensure to select the checkbox of the mapped fields to include it as a column in your list.
It is mandatory to match the email field. Once the columns are mapped with the contact properties, you need to enable the permission checkbox wherein you confirm the contacts imported are genuine and permitted by the contact for sending email. Click on the 'Finish' button to create your list.
Updating the existing list and segmentation:
After importing, the list would look like below.
You can either import a new list or add a new contact inside the existing list.
1. IMPORT - Import a new list within the existing list.
An existing list can be updated with new contact list using the import list feature. The new list will get added to the existing list.
While importing new list, to avoid duplicate contacts, new records can be added with or without overwriting the existing values by using the below option.
2. ADD CONTACT - Add a single contact within the existing list.
A new single contact can be added within the list by clicking on Add contact. A side tab will be opened which shows the existing contact properties where you can add values and create as a new contact.
3. SEGMENT - Now that you have the contact list updated and ready, you might want to segment your contacts based on certain criteria for your convenience. Campaigns can be sent to specific contact segments alone. More than one segments can also be chosen while configuring.
A user can belong to multiple segments within the same list. You can create your segment by clicking on the segment -> create segment. Specify the segment name and configure the required conditions. You can add more than one condition with logical AND and OR operations.
Click on the ‘save & apply’ button to proceed.
After creating segments, you can switch to other segments and view their contacts using the dropdown as shown below.
4. MOVE TO LIST - Moving contacts between Lists.
A contact from within a list can be moved to another list. Select a contact from the checkbox on the left and click on 'Move to List'. All the available lists in Freshmarketer will be populated. Click on any list where you want to move this contact to.
5. EDIT COLUMNS - Columns that are visible on the List view.
You can choose the columns that needs to be visible inside the list. Email is chosen and shown by default. You can add other columns and click ‘Apply changes’ to view the columns on the List view.
Unsubscribe and delete:
Unsubscribe - When you unsubscribe a contact from the list, the contact will no longer be a part of that list. But still, if he is subscribed to any other list, he will be part of that list. His information will be retained.
Delete - When you delete a contact, all information of the contact will be deleted permanently from Freshmarketer.