Importing Double Opt-In Lists

Article Contents

• Creating Files
• Importing Lists
• Creating New Lists
• Updating Existing Lists 
• Import Completion Statuses 

To create a double opt-in list, do the following:

1. Create a .CSV file in Unicode with all of your contacts.
2. In your .CSV file, include a column titled isOptedIn.
3. Set the isOptedIn field value for list members.
4. Enter relevant contact information in the .CSV file.
5. Save your .CSV file.

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1. In SharpSpring's top toolbar, click 
   New > Import.
2. Choose a delimiter.
3. Click Choose a File.
4. Select the .CSV file to import.
5. Click Upload.

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Import a double opt-in .CSV file.

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In Import Contacts List Settings, select the New List radio button.

Enter a list name. 

In the How Should We Handle Duplicates? section, select the appropriate option from the drop-down menu. 

In the Import Unassigned Leads in List As... drop-down menu, select one of the
following:

Optionally, do the following:

   •   Click the Assign to a campaign? box.
   •   In the drop-down menu that appears, select the desired campaign.

Optionally, do the following:

   •   Click the Assign leads to a particular user? box.
   •   In the drop-down menu that appears, select the desired user. 

In .CSV Columns, scroll to find Opted-In.

Type Is Opted In into the text box.  

Click Import.  

Type Confirm.

Click Import.

Import a double opt-in .CSV file.  

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In Import Contacts List Settings, select the Use Existing List radio button.

Select an existing list.

In the How Should We Handle Duplicates? section, select the appropriate option from the drop-down menu. 

In the Import Unassigned Leads in List As... drop-down menu, select one of the
following:

Optionally, do the following:

   •   Click the Assign to a campaign? box.
   •   In the drop-down menu that appears, select the desired campaign. 

Optionally, do the following:

   •   Click the Assign leads to a particular user? box.
   •   In the drop-down menu that appears, select the desired user. 

In .CSV Columns, scroll to find Opted-In. 

Type Is Opted In into the text box. 

Click Import. 

Type Confirm. 

Click Import. 

When the import has completed, any lead that had isOptedIn =1 will have a green checkmark under the Explicitly Opted-In column.

The Opt-in Status will also display on the contact or lead record to the right of the name.

The opt-in event will display on the Life of the Lead.