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- Prepare your list. Create an .xls or .csv file.
- If you want any additional information associated with each email address, that information should be separated by columns. For example, if you want to have “first name” and “last name” as separate points of information in Emma, you must put "first name” and “last name” in separate columns in your file.
- Emma organizes all contacts by email address. If you have an email address in your file more than once, Emma will automatically de-duplicate it.
- Select the “Audience” tab.
- Select “Imports” from the left hand menu.
- Select the blue “Import Contacts” button.
- Click “choose file,” or click and drag your .xls or .csv file into the box.
- Fill out the “source” information. This is only for your internal records. The source could be the office or database that provided the email addresses.
- Determine how you would like Emma to handle duplicate contacts (see video for more information) and click “continue.”
- Match each contact field the correct column in your spreadsheet and click “continue.”
- On the next screen, you can add the contacts to an existing group or groups, or create a new group.
- On the summary screen, select “Import.”
Best practices when managing lists
- Only upload information about contacts that is necessary for you to achieve your email goals. Do not add unnecessary information about contacts into Emma.
- Review your manually managed lists at least one time per year and archive any contacts who should no longer be receiving your emails.