To import an Audience list, go to Audience > Import List.


You can also import lists when creating Manual Segments. If you would like to learn how to do this, check out this article.

Before selecting a file from your computer, be sure to take a peek at our Spreadsheet Help section located below the upload box.

You’ll be required to format your Import with the following specifications:

  • File Type: CSV

  • Column #1: Email Address (required)

  • Column #2: First Name

  • Column #3: Last Name

First Name and Last Name are not required. If these fields are not included in the CSV file upon import, we will grab the characters before the @ sign within the Subscriber’s email address field.

For Example:

Please Note: First Name is used quite a bit to help enhance your personalization. It’s a best practice to include First Name (and Last Names) as often as possible.

To learn how Subject Lines are generated using your Subscriber’s First Name field, check out this article.

Once you’ve organized your CSV file in the appropriate way, you will then need to upload your file. You can upload you file in two ways:

  1. Click Select File and choose the file from your computer.

  2. Drag and drop the file into the upload box in the middle of your screen.

After uploading your file, you will be prompted with a few import options, which are explained below.

You will have the following import options before submitting your CSV:

  1. First Toggle Option: This list will only receive Email Blasts

  2. Second Toggle Option: Modify the opt-in status of existing audience members

  3. Add List to Segments

  4. Show you have consent to subscribe these individuals to your Instance

This list will only receive Email Blasts

Toggle this option ON if the list of Subscribers you’ve just uploaded should only receive Email Blasts and should NOT receive Personalized Digests from your Instance. At the most basic level, you are setting the Opt-in Status to Email Blasts Only.

Modify the opt-in status of existing audience members

Toggle this option ON if current Subscribers are included in the list you are uploading and you want to modify their Opt-in Status.

  • If Subscriber’s should be modified to receive only Blasts, ensure “This list will only receive Email Blasts” is also toggled ON.

  • If Subscriber’s should be modified to receive both Blasts and News Digests, ensure only “Modify the Opt-in Status of Existing audience Members” is toggled ON.

Add List to Segments

If you wish to add the list of Subscribers to a specific Manual Segment, click the drop-down list and select the relevant Segment(s) from the list.

If you haven’t yet created the Segment you want to add the list to, no worries. Check out this article to learn how to create a new Segment while importing a List.

Consent

Lastly, before you can finish your import, you’ll need to verify that you have consent of all the individuals on your list to subscribe them to your Instance and have their information used according to Cerkl’s Privacy Policy.

To show that you have their consent, check the box before "I have the consent of all individuals on this list to subscribe them to my Cerkl and have their information used according to Cerkl's Privacy Policy."

After you've selected all the appropriate toggles, Segments, and checked the box to show consent, click Submit to finish importing your list.

When your import is complete, you will receive a verification email (pictured below) with the details of your Import. Check your inbox in the next few minutes to see the success status of your import.

To learn how to add a single subscriber without using a CSV, check out this article.

If you have any questions at all, don't hesitate to reach out to us at

support@cerkl.com or use the chat bot in the bottom right-hand corner of any cerkl.com page for a quick answer.

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