Importing Contacts into Your Email Program

Once you have a list of a least a few emails we can proceed to the next pre-step in sending an email campaign: Uploading your new contacts into your email program.

Whether you are recording your leads manually in an excel spreadsheet or adding them to a CRM, your list will probably look similar to the image below.

Before we can upload the contacts to the email service, we need to make sure we have our email list saved in the correct format, CSV.  CSV stands for Comma Separated Values and is a file format similar to an excel document except all the data (email, first name, etc) is scrunched into 1 “column”, and all extraneous formatting is removed. If you are using a CRM, there should be a “download contacts” button which usually will download in .csv or .xlsx (Excel) format. If the document is in excel format, you just need to “save as” and choose “CSV Comma Delimited (.csv)”.

Now its time to upload the contacts.