This short user guide will show you how to import a database of contacts into Campaign Manager.
Once you have logged on to the Cloud Portal and launched Campaign Manager, use the navigation menu on the left of the screen to go to Contacts and then Import.
The Import contacts window will then appear. Here you can select the file you want to import. Your data must be in a spread sheet in either CSV or XLS format.
N.B. If you want to send internationally you will need to make sure that the numbers start with the correct country code (i.e. 46 for Sweden).
Click “Import File…” to select your file, once you have chosen your file, select Upload to upload the file to Campaign Manager. A preview of the file will then appear under the “Data Preview” heading. Campaign Manager will automatically expect your file to have headers, but if it does not then un-tick the box and click “Refresh Preview”.
Scroll down to see Data Mapping, below this heading you can select the field you want to map to the system. Campaign Manager will automatically read the headings on your file, and then allow you to map any of its custom fields to those headings. Validation Rules will show the rules that apply to each of the fields (e.g. Maximum field length of 25 chars).
At the bottom of the page you will be able to see the Details & Conflict Resolution box. You now need to select;
- The business unit you want to import into
- The country your mobile numbers are formatted for
- What you would like to do if duplicate numbers are encountered
- What you would like to do if invalid numbers are encountered
- What you would like to do if existing numbers are encountered
- What you would like to do if existing seed numbers are encountered
For the last four choices, there is a drop down. If you choose “Stop Import” you will need to manually resolve the issue once Campaign Manager has uploaded the contacts. If you choose either “Ignore All”, “Use First” or “Update” Campaign Manager can continue the import unaided.
When you click next you will be taken to the Import History page, where you will be able to see a list of your recent imports. Each import will be shaded a colour depending on the status (e.g. Failed=Red, Successful=Blue).
While the file is in the validating process, you can click the blue crayon icon on the table, which will take you to the import detail page. This will show you the progress of the import and the numbers of invalid, duplicate, existing and existing seed numbers found.
If you selected “Stop Import” on the first import page the row will show brown with “Conflicts found” in the status column. To resolve conflicts you need to click on the blue crayon icon and choose your resolutions from the drop down lists next to the relevant rows.
N.B. You can also view the conflicting contacts if you want, by clicking “View”. This data will remain available for just 7 days after import.
Once you have resolved your conflicts click “Continue Import with Selected Resolution>>” to complete the import process. The Import Detail page will then show the success of the import.
You will be able to return to and view the import on the Import History page.