Import Members

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"Groups & Groups custom field " is created advantageously before importing its members into Rule. This can be done in three ways: manually, via Excel/CSV file, or by automatically refuelling the data from your existing IT, CRM, or E-commerce system, to Rule. 

  1. Specify groups
  2. Enter custom field
  3. Import members via Xls or CSV file
  4. Tips
  5. Integration and API Information

Step 1. Specify groups 

A "group" in Rule can be likened to a single name to structure your custom field . If you import your members through Excel, the Excel columns will automatically be connected to created custom field . To create Groups and custom field follow these steps: 

  • Select ' Members ' from the main menu (drop-down menu on the left).
  • Then click 'Groups and custom field ' followed by the 'Create New Group' button.

  • It will then up a group called ' New '. 
  • Then click the Pencil icon on the left to start editing. You will be taken to this view:

  • In the view above, you can name the group and 2) create custom field . 

Step 2. Specify custom Fields 

  • Adding a new custom field by clicking 'Add new field'. the custom fields thus, you should match the columns in your Xls file, i.e. categories of data to be imported in Rule.
  • A custom field directly likethed to the contents of a column in Excel. For example, take the City member field: this field can then be used to create filters and filter out all members who live in City = Gothenburg. It can also be seen that a ' custom field ' is a field in Rule that categorizes the customer data. Additional examples of custom field are First Name, Zip Code, and Gender. See picture below. Note that custom field for email and mobile numbers do not need to be created, these fields automatically read Rule.

Step 3. Import members via Xls or CSV file 

  • Go to members. 

  • Click Import > Select file. (Accepted file format on import is Excel and CSV; the files should be correctly formatted before importing.) 
  • After selecting the file, click Next to proceed. 

  • In the next step, the content from your file is automatically the custom fields in Rule. You can also add additional custom field , which was not created before the import. 

  • At the bottom edge is set to which tag/tags members should belong. A tag can be likened to a member list. Examples of tags are newsletters, Prospects, members, etc. You can also create new tags by typing in a name and then clicking Create Tag. (See figure below). 

  • Then click Start Import.
  • When the import is started, you will receive a notification that notifies when the import is complete. Note that it is perfectly okay to open a new window, click on a new tab in Rule and work on something else while the import is running in the background.
  • Well done, now you're done!
  • Are some addresses blocked? Don't worry! This is why: The concept of blocked means that the customer has either unregistered from receiving mailings or an account administrator has blocked the customer as desired. Everyone who chooses to unregister from mailings will therefore be blocked in Rule and will then be on the block list. This does not mean that the e-mail address is removed or deleted from Rule; it remains but is blocked. Furthermore, you can't communicate with the customer anymore. Here you can learn how to add members to the block list.

4. Tips

  • Make sure the import file is formatted correctly. The columns in the file should have a title (which will then be matched with the custom fields in Rule) and contain only relevant information, without unnecessary characters/information that may make loading more difficult. 
  • Please note that the custom fields' attributes (e.g. first name, city, zip code, etc.) are created before import. 
  • custom field for email and mobile numbers do not need to be created, Rule automatically reads it.
  • The content should only be located in the first sheet of the Excel sheet. 

For a few recipients, you can also import members manually.  Members > Import > Clip & Paste. Then it is important to follow the instruction that is in the grey field (see picture below). Separate columns (member data) with semicolons and type one member per line.

5. Information about Integration (API-key etc)

If you want to integrate Rule into other services, you may be in need of AN API integration. This requires programming skills and we are happy to consult regarding solutions and opportunities. If you already have knowledge of the API, see the API instructions via the link below. 
https://www.rule.se/apidoc/#overview

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