How do I import a list of contacts?

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If you have a spreadsheet of contacts, you can import them into a Campaign and BuzzBuilder will automatically begin sending emails to everyone on the list.

TIP: Before you import a spreadsheet, look it over to make sure you have good data. Replace any First Names with known nicknames (change William to Bill if you know this is how he likes to be called). Also, shorten the Company Name: ABC Corporation should be shortened to ABC. Also delete other words like "inc", "corp", "systems", "international" and anything else that makes it look like you got their company name off a list.

Before you import an Excel spreadsheet, you'll need to make sure it has a HEADER in the first row at the top of the page. A HEADER is a title for each column, such as First Name, Last Name, Company, Email. Make sure the header is on the first row, and delete any text that appears above it.

Now, you'll need to save the document as a CSV (comma delimited) file. This is a format that BuzzBuilder can read, since Excel is not compatible with other systems. To do this, open your document, click SAVE AS, and then select the format "CSV". Excel will give you a warning message that this will not be compatible with other versions of their software. Simply click OK or YES to any of these warnings.

Once you have your CSV file, here are instructions for importing your list into BuzzBuilder:

1. On the DASHBOARD in the "View Campaigns" section, click on the "import contacts" tab next to the appropriate campaign.

import-contacts1

 

2. Click on the BROWSE button, select your CSV file, then click NEXT

3. Tell BuzzBuilder which fields you want to import from your CSV File. To do this, click on the drop down menu next to each field you wish to import and select the appropriate option. If you don't wish to import a field from your spreadsheet, select "None" from the drop down menu--this will ignore this field and it won't be imported. When you're done, click NEXT.

 

4.  Click the "Send Emails" button to begin the import. Once the contacts are imported, BuzzBuilder will immediately launch the campaign.

NOTE: Do not import the contacts until you're ready for the campaign to begin. The moment the contacts are imported, the campaign will start.