What's good to consider before I import my file with members?
The member import in Rule consists of a few steps and within a short time you have the members in place and can start communicating to them. Follow the general description below.
To get the members into Rule , go to Members and click on the Import button. Then select your file and click on Start import to proceed. (Note that accepted file formats are Excel and CSV and the files should be properly formatted. Below we list more points to consider when preparing your file).
- The file should be correctly formatted. Check what it looks like where you export it from. The columns should have a title (which will then be matched in Rule) and contain only the information that should be there; without unnecessary characters that can make it difficult to read.
- the custom fields' attributes (e.g. first name, zip code, etc.) are created advantageously before import. This is done through Members > Groups and. (Here you can read more about what a custom field is.)
- The Excel columns will then be automatically linked to the created custom field in Rule. NOTE: custom field for email and mobile number does not need to be created, Rule reads those fields automatically!
- The contents should only be located in the first sheet of the Excel sheet.
For a large number of receivers, we recommend importing a file. And for a few recipients you can enter the addresses manually. When importing, you can either create a new tag or add members to a pre-existing one.
For any problems with the file import, please contact email@example.com and attach the current file.