Lists :: Uploading a list


How to Upload a List in ReachMail

  1. Navigate to the Lists Tab
    Go to the Lists tab to add a new list by selecting Create a List or Create a Folder.

    • Create a List: Allows you to add contacts manually or upload a file. So you will select Create a list

     

  2. Fill Out the New List Form
    After selecting Create a New List, you’ll be prompted to fill out a form to:

    • Name your list.
    • Optionally, place it in a folder.
    • Mark it as a suppression list. A suppression list is a non-sending list used to exclude specific contacts from your email sends.
  3. Add Recipients to Your List
    After naming your list, select how to add recipients:

    1. Add from a file (CSV, Excel, etc.)

      Delimited CSV/TXT files can auto-detect the following delimiters:

      • , - Comma symbol, MOST COMMON
      • TAB - The tab symbol (sometimes referred to as \t)
      • | - Pipe or vertical bar symbol
      • ; - Semicolon
      • # - Hash symbol

  4. Uploading Contacts from a File
    Uploading a file is the easiest and most efficient way to add contacts.

    • Drag and drop your file or use the Upload File button.
    • In the Advanced drop-down, you can tag all recipients for future segmentation.
    • After tagging (if desired), select Continue
  5. Preview and Confirm Data
    After clicking Continue, you’ll see a preview of your spreadsheet.
    Use the Normal or Pivot options in the upper-right corner to better visualize how your data will be imported into ReachMail. This helps you see which data will be included.

    • Green rows indicate data that will be imported.
  6. Troubleshooting Red or White Columns
    If you see red or white columns, don’t worry! We’ll guide you through how to select the specific data you want to import and remove any unwanted columns.
    The error message will describe what needs to be corrected. 

    Next, if you want to remove some of the data you can use the dropdown to change them to ignore column and the white columns will not import.

Now you’re ready to add contacts and organize your lists!

 

 

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