🗃️Import members

Upload contact lists to your audience and assign them to groups for lightning-fast segmentation ⚡️

Importing a list of members will enable you to :

• Quickly populate your audience table with your contacts. You can choose whether or not to notify new members.

• Bulk assign members to groups, whether they are new or existing members.

Importing a list of contacts

Go to your audience table and click on the Actions button at the top right of your table, then on Import members.

From the opened window, upload the list of contacts you want to add to your audience, assign to a group, or both 😊. To do this, click on the upload button and select an Excel format file on your device. Your file must meet the following requirements:

1. Be in .xlsx or .xls format. - .csv files are not allowed.

2. Contain a column with the title Email (or email) in the 1st line. Place in this column the email addresses of contacts you want to add to your audience or assign to a group.

3. Include a maximum of 2000 contacts. If you have more contacts to process, split your list into several files and repeat the operation 😉.

4. Weigh less than 5 MB.

If you also want to import values for custom properties, you’ll need to create one column per custom property. The title of each column must contain the slug of that property. For custom properties of the Single select or Multi select type, the values for each member must be written using the slug of each option.

You can find the slug of a custom property and its values from the side panel of that property (👉 More information here).

Your file may contain other columns as the Email column will be the only one used during import. It does not need to be in the first position.

Once your file is uploaded, a side panel opens showing the number of members included in the file and the list of detected custom properties.

Alerts will highlight any columns that contain errors, either because:

• no property matches that column name, or

• the column’s values are not in the correct format for the property type.

Bulk assigning members to groups

From the search bar, find the group(s) to which you wish to associate the uploaded contact list. Click on their name to add them. To deselect a group, click on the cross that appears when hovering your mouse over it.

Only your existing groups appear in the search bar. If you want to assign your contacts to a new group, you need to create it first in your audience table.

If any contacts in your file are already part of the selected group(s), they will not be added again during processing. 🤓

Notifying invited members

If you invite new members to your audience, you can choose whether or not to notify them by e-mail of this invitation.

By default, they are not notified. Click on the activation button if you want them to be. The e-mail they will receive is an invitation to your Spot, which you can review and edit by clicking on the View template button.

Notified members will be informed of invitations to the Spot, not of additions to groups. Group membership is only visible to an Admin.

👉 You can now start processing your file by clicking on Import in the bottom right-hand corner.

Results of the import

Once the import has been launched, you can exit your Spot settings. You'll receive an e-mail within a few minutes notifying you of the end of file processing.

The e-mail contains a summary of the results: we invite you to check whether the number of members imported or associated with groups is in line with your upload. If you notice any inconsistencies, check the detailed results in the e-mail attachment:

• The 1st column shows the list of e-mail addresses previously uploaded.

• The 2nd column shows the result of the new member invitation operation:

  • ✅ Success → The member has been invited.

  • ✅ Skipped → This email is already associated with an existing member (whatever its status).

  • ❗️ ReachedLimit → You have reached your limit of members allowed in your Spot. Please contact [email protected].

  • ❗️Failed → An error occurred when inviting this member (invalid email).

• And as many columns as you had selected groups. For each of these groups, the result may be:

  • ✅ Success → The member has been added to the group.

  • ✅ Skipped → The member was already part of the group.

  • ❗️Failed → An error occurred when adding the member to the group.

If you have any questions about these results, don't hesitate to contact us 😉