Add a Contact List

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Add a Contact List


The first step in creating any personalized campaign with Boingnet is adding or uploading a contact list that contains your customers’ information. Boingnet uses your customer information to generate pURLs (personal URLs), or QR (Quick Response) codes, and to create personalized landing pages, email and SMS messages. Boingnet allows you to import directly from several popular CRM systems – including MailChimp, Salesforce.com (Contacts), and HubSpot. Or, you can upload a CSV or Excel file to create your Boingnet Contact List.  Boingnet will use your import file to create a Contact List containing all the necessary information to run your campaigns.  Keep in mind that Boingnet will de-duplicate your list using first name, last name and email address to ensure that you don’t send duplicate emails during a blast.  Before you upload a new contact list, it’s a good idea to review our help article Contact List Tips to ensure that your list is in the correct format.

Download Data List Structure Quick Reference Guide

  • From the Home Page, or main navigation bar, click Lists to go to the Contact Lists Page.
  • Click on Import New Contact List in the upper right corner.
  • You will navigate to the following page:

Import New Contact List

 

To upload a CSV or Excel file:

Click on the CSV or Excel button depending on the type of file you are uploading.  You’ll navigate to the following page:

addlist1

 

Under List Name, enter a name for your Contact List. In the example above, we’ve entered B2B List.

You have two options for uploading your Contact List:

  •    1 – Select the file from your browser     OR
  •    2- Drag/drop the file from your desktop.

When the upload is complete, you will see a grey checkmark appear over the file:

addlist2

Click Next to continue to the mapping page.

See Mapping Instructions

 

To upload from MailChimp:

MailChimp List

Click on the MailChimp button – you’ll navigate to the following page:

MailChimp Upload

Under List Name, enter a name for your Contact List.  In the example above, we’ve used MailChimp Contacts.

Select your Integration Configuration:

  •  If this is the first time setting up a plugin for MailChimp, Select New Configuration:
  •  A pop-up box will appear to create a new plugin.  Enter an Integration Name, the API Key and click Save Plugin Settings.

MailChimp Plugin

 

If you already have a MailChimp plugin setup, select it from the dropdown list.

MailChimp List Select

  •    Select the MailChimp List to import from the dropdown list.
  •    Under List Status, choose the status of the records on your MailChimp List to upload:
  •         Subscribed   OR
  •         Unsubscribed  OR
  •         Cleaned

Click Next to continue to the mapping page.

See Mapping Instructions

To upload from Salesforce.com Contacts:

Salesforce List

Click on the Salesforce button, you’ll navigate to the following page:

Salesforce Plugin

 

Under List Name, enter a name for your Contact List.  In the example above, we’ve used Salesforce Contacts.

Select your Integration Configuration:

– If this is the first time setting up a plugin for Salesforce, Select New Configuration:

Salesforce New Plugin

A pop-up box will appear to create a new plugin.  Enter an Integration Name, then enter the following from your Salesforce.com account:

  •    User Name
  •    Password
  •    Token
  •    Consumer Key
  •    Consumer Secret
  •    Click Save Plugin Settings

If you already have a Salesforce plugin setup, select it from the dropdown list:

Salesforce Plugin2

Click Next to continue to the mapping page.

See Mapping Instructions

To upload from HubSpot:

HubSpot List1

Click on the HubSpot button, you’ll navigate to the following page:

HubSpot New Plugin

Under List Name, enter a name for your Contact List.  In the example above, we’ve used HubSpot Contacts.

Select your Integration Configuration:

– If this is the first time setting up a plugin for HubSpot, Select New Configuration:

HubSpot New Plugin2

A pop-up box will appear to create a new plugin.  Enter the following:

  •    Integration  Name
  •    API Key
  •    Click Save Plugin Settings

If you already have a HubSpot plugin setup, select it from the dropdown list:

HubSpot List Select

Click Next to continue to the mapping page.

See Mapping Instructions

 

Mapping Instructions:

The Mapping Page will allow you to map all the data from your input file to the list that Boingnet will use to run your campaign.  You will see all the fields from your input file appear in the drop down menus:

addlist3

 

  • First, map the first name and last name fields.  You must map these two fields in order to upload your list.  If your input file contains email address, map that as well.  Boingnet will de-duplicate your list using first name, last name, and email address to ensure that you don’t send duplicate emails during a blast.  Any duplicates found during the upload process will be emailed to you in a report.
  • Next, continue to map your other fields depending on the data you’ll need for your campaign.  While these other fields are optional, remember that the more fields you map, the more personalized your campaigns can become.  If you will be using this list to send email or SMS messages, make sure you map email address and mobile phone.
  • You can also choose to ‘skip’ mapping a certain field by selecting skip from the dropdown list that appears above that field.  If you select skip, this data will NOT be mapped to your list.  Remember, while you can map additional fields once a list has been uploaded, there is no way to re-map existing fields. We therefore recommend that you map all of your data by selecting from one of the 35 Variable Data Fields.  While you may not need certain data for a specific campaign, it’s a good idea to map all fields from your input file in case you need them for future campaigns.
  • During the mapping process, you can not map more than one field to a Boingnet field.  For example, if you data includes 2 addresses, you must choose two different Boingnet fields – Address and a Variable Field.  Boingnet will let you know if you map the same field twice by showing you a red error message.
  • After mapping all of your data, click on Complete Import.

addlist4

 

  • Your data will be imported into Boingnet.  Depending on the size of your file, this process may take a few minutes.  You will receive an email confirmation when your list has successfully uploaded.  You can click Go to Contact List Now to check the status of your list.

On the Contacts List Page, you’ll see the status of your list, the list source, number of contacts and date your list was created.  To manage your newly updated list, click the Action button.  From here, you’ll be able to do the following:

  •    Edit your Contact List
  •    Download your Contact List
  •    Append records with the same layout to your list
  •    Clean you list to prepare it for email campaigns
  •    Edit Field mappings
  •    Delete your list

addlist6

 

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