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Importing subscribers from an external source
Importing subscribers from an external source

Find out how to correctly import your existing subscribers to our Campaigns module

Updated over a week ago

It's most likely that you will already have subscribers in another marketing system. You will need to bring these subscribers into Guest Engagement.

Importantly, you can import subscribers including any existing tags they have. This will be important when creating segments in the Campaigns module

Start by going to Campaigns > Subscribers and then click the View subcribers tab.

From there, you will see the Import button on the far right:

A new dialogue box appears:

  1. You can create your own CSV or XLSX file, but you need to provide your data in a particular format. There is a Sample file you can download here so that you know exactly how the data should be formatted. Existing tags from other platforms can be imported for each guest. If you will have multiple tags per guest, just use a comma (no spaces) to separate each tag, eg. leisure,vip,summer etc

  2. In the case where your file contains a subscriber that is already in Guest Engagement you can choose whether the tags in your import file will be added to their existing ones with the Append option, or, choose Replace if you want the tags in your import file to override what is already in Guest Engagement for each subscriber.

  3. Click the Choose file button to find the CSV or XLSX file on your computer that you want to import

  4. Click the Confirm button to begin the import process. Depending on how many subscribers you are importing, this can take a few minutes. You will see a new job listed below in the table:

    As mentioned, if you are importing thousands of subscribers, please wait a few minutes for the job to complete. Refresh your page to check when the imported subscribers are visible.

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