We just released a new Elite Email TV episode focusing on tips and tricks when preparing your Microsoft Excel file to upload your mailing list.
We know many of our customers use Excel to organize their mailing list and then they want to upload it right to Elite Email.
Truthfully, we make the process so easy that you can really throw any Excel file at us and we can handle it (see “Mapping Your File” episode), but there are definitely some things you can do to make the process even easier.
This video shows you some of the best practices you can apply when working in Excel.
The biggest tip is to use good column headings, since that will make field mapping a lot easier.
I should mention that you can upload a list from any CSV file, database program or CRM program. So, even though this video is focused on Excel, that is by no means the only option.