In this guide, we will explain how to import contacts into a new list or enrich an already existing contact list, in order to then use them for sending email or SMS campaigns via Sarbacane Campaigns.
Import contacts into a new list
Once you have created your contact list and selected your list type, you must import your recipients to populate it.
You then have the option to complete this list by:
Importing a file .xlsx, .txt or .csv: Sarbacane will automatically detect the column names (in the first line of your file). The format (.csv semicolon separator) is the one best supported by Sarbacane.
You can either drag and drop your file into the dotted box, or click Browse, which will open a dialog box allowing you to navigate through your file explorer.
The size of imported files is limited to 100 MB.Manual entry: this option adds a row to your recipient database and allows you to enter the contact information yourself. You can manually manage the addition of new columns if necessary.
By default, a source column enables you to identify the insertion method of your various contacts. This can be useful if your list has been enriched multiple times through different types of imports.
Copy / paste: copy and paste a list of emails that you have available. Please note that you must separate each address with a comma, semicolon, tab, or line break.
If you wish to import contacts containing phone numbers, you can apply default formatting to numbers without a country code according to the recipients’ country. Please note that it is only possible to add one default country code per imported database.
Enrich an already created contact list
To add new recipients to an existing list, when you are on the list, click on the ellipsis to the right of the name of this list, then on “Add contacts” and choose your import method.
As in the initial step of importing contacts, you will be able to choose to import additional contacts by importing a file, entering them manually, or copying and pasting your addresses.
Sarbacane will ask you whether you wish to replace the existing list or to supplement it.
If you want to supplement your current list by importing a new file, ensure (as far as possible) that your file contains the same types of data as the current list.
If this is not the case, a mapping will be suggested to establish correspondences between the columns of your file and the columns of the existing list.
A correspondence is automatically established when the system detects that an existing column has the same title as a column in the newly imported file.
Certain columns will have to be associated manually in some cases. To establish a correspondence, click on one of the arrows on the right of your screen in order to select a column from your new file to match with an existing column.
If no column in your new file corresponds to the existing column, you can create a new column by clicking on + New column below the mapping table. You can also decide not to associate any data from your new file with an existing column by indicating <None> opposite the existing column.