There are only a few simple requirements for list files:
- Excel (.xls, .xlsx) or comma-separated (.csv, .txt),
- Email addresses in one column,
- Excel files must be single sheet, with no layout formatting.
- Password protected Excel sheets are supported
To begin, navigate to Lists, then select New > Upload a file from the sub-navigation. You will be presented with the list configuration screen.
(in this video below the header row in the file is using the same field names as the ReachMail system. That's why all the fields auto-matched upon upload. If yours do not match, simply use the drop down menu to select the correct field)
- Advanced Options - If this is a special list type, mark the appropriate type here, do not select either item if this is a regular delivery list.
- Save As - Required. This is the name of the list as it will appear in your account.
- File - Required. Click the Browse button to navigate your local file system to find the list file. You can also drag and drop your list file in.
- Folder - If you have created folders to organize lists in your account, you can select the list-appropriate folder here.
- Not a Purchased List checkbox - You must check the box stating that your list is not purchased and that recipients have opted in on your website to receive your messages. See here for more clarification on the importance of this.
- If we detect the Excel sheet is password protected a prompt for the password will be presented
Once the list has been configured, click the Upload button. You will be taken to the column selection screen.
Depending on the header row in your list file, some of the columns may have been automatically selected. Review any automatic selections and adjust as needed. If a column couldn't be matched it will be listed as 'Ignored,' either select an appropriate column name or leave it ignored to omit it from the final list. Click Continue when complete.
Once you've clicked Continue, the list upload will be completed which may take a few moments depending on list size. After the upload is complete, you'll be presented shown the upload error report if any records failed to upload. There will usually be one error - the header row. The upload error report will contain any list record that failed the upload along with a brief description of why that particular record failed. Please make sure to review this report now as it will not be available once the upload process is left.
Delimited CSV/TXT files can auto-detect the following delimiters:
- , - Comma symbol, MOST COMMON
- TAB - The tab symbol (sometimes referred to as \t)
- | - Pipe or vertical bar symbol
- ; - Semicolon
- # - Hash symbol