| 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.
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| Marketing Automation | ✓ | ||||
| CRM Ultimate | ✓ | ||||
| CRM PRO | ✓ | ||||
| CRM Free | ✓ | ||||
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| Administrators | ✓ | ||||
| Company Managers | ✓ | ||||
| Marketing Managers | ✓ | ||||
| Sales Managers | ✓ | ||||
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Important Information Regarding Imports
The Import Tool uses information from .CSV files and creates contact lists from this information. These files contain only alphanumeric data and are presented in a table format.
Any .CSV file that you import should be structured similar to the following:
| First Name | Last Name | Is Unsubscribed | |
| Galileo | Galilei | g@polymath.com |
0 |
| Edwin | Hubble | space@extragalatic.com |
0 |
| Hipparchus | math@trig.com |
1 |
When importing .CSV files, be aware of the following:
- Header rows are required. Header rows are necessary for mapping SharpSpring fields to imported fields.
- Email fields are required. The Import Tool requires that your .CSV file contain a column mapped to the Email field. You will still need to include the Email column when a contact does not have an email address.
- Is Unsubscribed fields are required. For SharpSpring to successfully import a .CSV file, the file needs one column header that is labeled as Is Unsubscribed. The Is Unsubscribed field should be a boolean field, where 0 is for leads who are opted in, and 1 is for leads who are not opted in.
- Utilize first and last names. For the import to be successful, a first and last name are suggested in the event that you do not have an email address for that contact. Use both as often as possible.
- Values must match. When importing custom field values, ensure that they are formatted to match the custom field values. For example, picklist and checkbox values are case-sensitive.
- When importing data with picklist and checkbox fields, the fields must be present in the file import in order to appear. Ensure that the picklist or checkbox fields in your file exist before importing. Otherwise, the data may not import properly.
Creating Files
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To create a double opt-in list, do the following:
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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:
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Creating New Lists
To create a new double opt-in list from an imported .CSV file, do the following:
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In Import Contacts List Settings, select the New List radio button. |
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Enter a list name. |
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In the How Should We Handle Duplicates? section, select the appropriate option from the drop-down menu. |
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Note: Do not click the Make Custom Field checkbox.
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In the Import Unassigned Leads in List As... drop-down menu, select one of the
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Optionally, do the following: |
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Optionally, do the following: |
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In .CSV Columns, scroll to find Opted-In. |
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Type Is Opted In into the text box. |
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Click Import. |
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Type Confirm. |
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Click the I confirm that my unsubscribed contacts are mapped correctly and that this list is not purchased checkbox. |
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Click Import. |
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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:
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In Import Contacts List Settings, select the Use Existing List radio button. |
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Select an existing list. |
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In the How Should We Handle Duplicates? section, select the appropriate option from the drop-down menu. |
Note: Do not click the Make Custom Field checkbox.
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5. |
In the Import Unassigned Leads in List As... drop-down menu, select one of the
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Optionally, do the following: |
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Optionally, do the following: |
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In .CSV Columns, scroll to find Opted-In. |
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Type Is Opted In into the text box. |
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Click Import. |
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Type Confirm. |
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Click the I confirm that my unsubscribed contacts are mapped correctly and that this list is not purchased checkbox. |
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Click Import. |
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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. |
