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Import a list from a file

In WordFly you can browse to a list file (CSV, pipe-delimited, or tab-delimited file) on your desktop and import it.

 

To import a subscriber list file from your desktop into WordFly

Import your subscribers from a CSV file by following these steps.

 

What to expect when importing from a CSV file:

  • If you‘re on a PC, the CSV format should be saved as MS-DOS
  • If you’re on a Mac, the CSV format should be saved as Windows Comma Separated
  • If your file contains accented characters, the CSV format should be saved as UTF-8 (Comma delimited). The most common accents are the acute (é), grave (è), circumflex (â, î or ô), tilde (ñ), umlaut and dieresis (ü or ï – the same symbol is used for two different purposes), and cedilla (ç).
  • Your CSV file name should not contain any spaces or special characters.
  • Your CSV column names should not contain any forward (/) or back (\) slashes or quotation ("") marks.
  • During the import process, map Your Fields to WordFly Fields to import any personalization.
  • You must map the WordFly Email data field before you'll be able to continue.

 

1. Go to Subscribers > Lists

 

2. Select Create an email list

 

3. Select Import list from file

 

4. Name your file and click Continue

 

5. Select your file for import and click I'm Done

Click Browse to navigate to your subscriber list file. Select the type of file you are importing (CSV, pipe-delimited, or tab-delimited). If you’re a Mac user, you should see a message asking you to save the file as a Windows Comma Separated file type. Be sure to check the box First row contains column names, this will help with mapping data fields in the next step of the import process.

 

6. Map your list fields to Data Fields that exist in WordFly. Click I’m Done.

  • List mapping is critical if you plan to use data fields in your email for personalization. Learn more.
  • To map your fields select Change on the far right. In the middle column called WordFly Fields  select the appropriate data field from the drop-down that matches Your Fields data.
  • WordFly will automatically map any previously mapped data fields.
  • You must map the WordFly Email field before you'll be able to continue.

 

7. Click Start Importing