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Prepare su lista para importar

Introducción

Después de exportar los datos de su (s) sistema (s) actual (es), debe tomar tiempo para limpiarlo antes de importarlo en Infusionsoft. Los datos deben estar en formato .CSV; Es el único tipo de archivo aceptable. Aquí hay algunas recomendaciones que ayudarán a su importación ir más suavemente.

Instrucciones paso a paso

1 - Eliminar cualquier dato irrelevante.

Elimine columnas y columnas duplicadas que almacenen información que no necesitará en Infusionsoft para segmentar, comunicar o producir informes.

2 - Elimine filas y columnas vacías.

Las filas y columnas en blanco corromperán la importación.

3 - Haga que los encabezados de columna sean claros y concisos.

Si hay algún encabezado confuso o poco claro en sus datos, esto puede causar que los datos se importen a las áreas equivocadas.

4 - Asegúrese de que los encabezados de columna describen con precisión la columna de datos.

Si los encabezados están equivocados, los datos se importarán en las áreas incorrectas.

5 - Formatear correctamente todas las fechas.

MM-DD-AAAA, MM / DD / AAAA, AAAA-MM-DD y AAAA / MM / DD son formatos de fecha aceptables.

6 - Coloque varios números de teléfono en columnas separadas.

Múltiples números de teléfono dentro de un solo campo de teléfono causarán que los datos se importen de manera incorrecta.

7 - Las extensiones de teléfono deben estar en una columna aparte.

El texto o una extensión dentro de un campo de teléfono causará una importación incorrecta.

8 - Las direcciones deben ser separadas en columnas diferentes.

Un campo único para una dirección completa hará que los datos se importen incorrectamente.

9 - Completamente deletrear nombres de países.

Las abreviaturas de los países harán que los datos se importen de manera incorrecta.

10 - Separe varias etiquetas con una coma (si desea importar una columna de datos como una etiqueta).

Cualquier columna importada como una etiqueta, sin separación por comas, causará nombres de etiqueta erróneos.

11 - Asegúrese de que no está importando contactos que han optado por salir de su marketing por correo electrónico!

Usted se encontrará con problemas de SPAM si importa a personas que han optado por salir!

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