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      Import a List - Design Studio

      Learn to import a list into Design Studio

      1. Navigate to Design Studio:
        • On the left-hand side, click on "Design Studio."

      2. Access Import Feature

        • From the Design Studio dashboard, go to the Lists in the menu
        • From the dropdown choose New List

      3. Choose Your File

        • You can import a CSV or an Excel file saved on your computer.
        • Click on Choose File to select the file you want to import.

      4. Name Your List

        • At the top of the import page, provide a name for your list. For example, "Spring Postcard".

      5. Drag and Drop File

        • Drag and drop your file into the designated area.

      6. Create a New List for Each Mailer

        • It’s recommended to create a new list for each mailer you send out. This ensures your contact list is always up-to-date.
        • Generate a new report and list for each new mailing cycle (monthly or quarterly).

      7. Map Your Headers

        • After uploading, you’ll see headers that need to be mapped.
        • Green: Required fields.
        • Yellow: Optional fields.
        • Red: Mandatory fields that are missing.

      8. Field Mapping

        • Map the required fields as follows:
          • First Name
          • Last Name
          • Company (if available)
          • Address (First Line)
          • City
          • Region/State
          • Postal Code
        • If there are two addresses, map both, but ensure everything fits on the first line.

      9. Additional Information

        • Map any additional fields like email and phone number if they are included in your list.

      10. Confirm Field Mappings

        • Once all fields are mapped correctly, click on Confirm Field Mappings.

      11. Import the List

        • Click on Import Now to start the import process.
        • The system will perform a quick check and provide a summary of the import.
          • Example: Title: Spring Postcard, Contacts Imported: 20, Valid Contacts: 19.

      12. View Imported Lists

        • Navigate to My Lists to view the imported lists.
        • From the homepage, click on View Lists to see all the lists you have imported.

      13. Create a New List if Needed

        • To import a new list, click on New List.
        • Ensure your file has key headers: First Name, Last Name, Address, City, State, and Zip.

                                                                                                                                            Updated: May 31, 2024