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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.

 

We just released a new Elite Email TV episode focusing on the final step of the adding contacts file upload process where you have to “map your data”.

This is basically like connect the dots where you tell us where to put the information contained in your file.

We do this because sometimes the column names in your file may match exactly to your Elite Email database (in which case we connect it for you), but other times it might not be the same, so you need to give us a push in the right direction to ensure everything ends up perfectly.

The process of mapping your file is really easy and requires only a few clicks.

We even show you sample data from your file so you can make sure that the information you think you’re saving to a certain spot is actually correct.

If you’re uploading data that doesn’t fit into any of the existing fields in your account, you can easily rename a field and customize things even more to meet your exact needs.

The video, which you can see below, walks you through this entire process.

 

We have released a new Elite Email TV episode focusing on the second step of the “adding contacts” process.

In this video we explore the 3 different ways you can easily add contacts to your account including:

  • Manually type (or copy & paste) just the email address
  • Manually type (or copy & paste) the email address along with other information such as name, phone number, etc.
  • Upload a file in a variety of formats (Microsoft Excel – .XLS/.XLSX, .CSV, .TXT)

You can mix and match methods to suit your specific needs.

No matter what method you choose, you don’t have to worry about duplicates or invalid email addresses because we’ll automatically catch those for you. This way you can focus more on your marketing and let us worry about making sure your data is in tip-top shape!

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