Maintaining a quality email list is vital to the success of your marketing campaigns. Double opt-in is the ideal way marketers do so, since a lead signs up on your page and then confirms their interest in your company by responding to an email. SharpSpring lets you import your existing double opt-in list as a .CSV file that by including an IsOptedIn column. This article will detail how to import double opt-in lists.
The following user roles can import a double opt-in list:
- Administrators
- Company Managers
- Marketing Managers
- Sales Managers
Article Contents
Creating Files
To create a double opt-in list, do the following:
- Create a .CSV file in Unicode with all of your contacts.
- In your .CSV file, include a column titled isOptedIn.
- Enter relevant contact information in the .CSV file.
- Save your .CSV file.
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Note: The isOptedIn field should be a boolean field, where 1 is for leads who are opted in, and 0 is for leads who are not opted in.
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Importing Lists
To import a double opt-in list, do the following:
- In SharpSpring's top toolbar, click
New > Import.
- Choose a delimiter.
- Click Choose a File.
- Select the .CSV file to import.
- Click Upload.
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Click to enlarge.
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Creating New Lists
To create a new double opt-in list from an imported .CSV file, do the following:
- Import a double opt-in .CSV file.
- 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:
• Open
• Unqualified Leads
• Qualified Leads
• Contacts
- 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.
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Click to enlarge.
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Note: Do not click the Make Custom Field box.
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The import may take a few minutes to process, depending on size.
Updating Existing Lists
To update an existing list to include double opt-in data from a .CSV file, do the following:
- Import a double opt-in .CSV file.
- 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:
• Open
• Unqualified Leads
• Qualified Leads
• Contacts
- 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.
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Click to enlarge.
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Note: Do not click the Make Custom Field box.
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The import may take a few minutes to process, depending on size.
Import Completion Statuses
When the import is completed, the following will occur:
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When the import has completed, any lead that had isOptedIn =1 will have a green checkmark under the Explicitly Opted-In column.
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The Opt-in Status will also display on the contact or lead record to the right of the name.
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The opt-in event will display on the Life of the Lead.
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