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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 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!

 

We just released a new Elite Email TV Episode focusing on the first step of the ‘adding contacts’ process.

This video, which you can see below, discusses how to select the interest group(s) you want to add your contacts to.

Over the next few days we’ll post other new videos that go through the rest of the adding contacts process whether you choose to type in email address or upload a file. This way no matter what method you select, you’ll have an easy-to-follow training video to help you along the way.

As always, our videos are in HD and have closed captions for maximum accessibility.

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