So you've got a list of email addresses and you'd like to import them into a brand new audience but don't know what to do. Here's how to import them!
If you're looking to create multiple audiences based on press type, coalition type, or any other category with multiple sub-categories, take a look at this tutorial instead.
1. Set up your spreadsheet in Excel:
- The first row should include column headers, one column for each piece of information about that user (ie: First Name, Last Name, Email...). Only Email is required, but you can also import names and addresses if you wish. First and Last Name must be in separate columns if you want to import them.
- Also create a column header for each individual category of that group (for example, if you want a grants list for agriculture, another for energy, and yet another for education, create three columns, one for each category).
- Enter email addresses and any other information one constituent per line.
- For each category you'd like to flag that constituent with, enter Yes in the corresponding column. If you want to flag a single constituent with multiple categories, you can put Yes in those additional columns as well. Hint: you can type Yes in one cell, click the bottom right corner, and drag it downward to fill multiple cells.
- e. Go to File>Save As and give your file a name. Choose CSV from the file type dropdown, and save it somewhere on your hard drive where you'll be able to find it later.
2. Create a user field to flag the folks who want the Doctors email:
- Go to People>Fields.
- Click "New Field" in the header toolbar.
- Give the field a name (Doctor - one word, no spaces).
- Choose "Yes/No" from Field Type dropdown.
- In the "Displayed Text" enter "I wish to be included on the Doctors email list." This is only visible if this field is inserted in a survey; otherwise, it's solely for backend purposes in your office.
- Click "Save."
3. Create an audience:
- Go to People>Audiences..
- Click "New Audience."
- Give the audience a name (Doctors).
- From the "Choose a User Field" dropdown, select "Doctor.'
- It will automatically fill it in to be "Is Equal To" and "Yes."
- Click "Save."
4. Import your list:
- Go to People>Imports.
- Click "New Import."
- Click "Browse" and find the file you created in step 1 on your hard drive.
- Click "Next."
- Use the dropdown lists to map each column to the corresponding data field. For example, assign Email to Email Email (required) and your audience category to the field you created in step 2 (ex, "Yes/No Doctors).
- Click "Next," and on step 3, click "Finish."
5. Create a sign up web page (optional):
- Go to Web Site>Surveys.
- Click "New Survey."
- Provide a form name and click "Create."
- In the top gray bar, you will see four items:
- Insert Field: Fields are used to collect constituent data. We pre-populate some fields (name fields, address fields, subscriber fields, etc.) and some are created within each office depending on what constituent information you want to store. Use this dropdown to select an existing field in your system to add to the survey. After selecting the issue from the dropdown, click the "Insert Field" button.
- New field: Use this to create a new field to add to your survey. Fields are used to capture constituent information. A field can collect information for a question ("What is the most important issue to you?") or to collect constituent data ("What county do you live in?").
- Layout: Decide if you want a one-column layout or two-column layout. The one-column layout has the question title and response options on top of one another. The two-column layout has the side-by-side
- Destinations: Decide if the form should submit to Fireside, a staffer email address, or both. If the submission will submit to Fireside, the email address on the form will be required and cannot be deleted.
Now, you will be back on the "Surveys" page. Click on the "Preview" link to look at your survey before you publish it. You can edit if you want to change anything around by clicking the survey name.
Click the "NOT PUBLISHED" button to publish when you are ready for your survey to go live (it will change to a green "PUBLISHED" button) and use the preview URL to embed a link on your homepage or email newsletter.