Importing a custom list using a CSV file

You can easily create a custom list to communicate with large groups of customers by importing an external CSV file.

 

To import a custom list using a CSV file:

    1. Go to the Communication Home > List Builder > Create Customer Lists page and click the Upload button.

    2. Enter a Name for the list and select the desired Site.

    3. To add customers to a custom list by uploading a CSV file, download the CSV template file by clicking Download Template, fill in the email addresses using any CSV editing tool such as Microsoft Excel and then upload the file by clicking the Choose File button and selecting the file.

    4. Click Save.

If the upload fails, refer to the Error Report section. Either correct the file and upload it again, or ignore the error and click Save to continue creating the list.

 

To edit the custom list:

    1. Click the custom list’s Name link to open the Custom list page and then edit the name, select another site or edit the customer information by downloading the template again or clicking the Download Current File link to download the previously uploaded file, editing the email addresses in the downloaded CSV file and then uploading the edited CSV file back into the system.

    2. Add a customer to the list directly by clicking the Add a customer link.

    3. To exclude a customer from the list, select the Exclude check box next to the customer record.

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