Assign Subscribers to Segment during batch or csv upload

over 1 year ago
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FASO is pleased to announce to addition of a feature to enhance your experience when you add subscribers to your newsletter using the batch feature or upload them from a .CSV (comma separated value) file. It is now possible to assign newsletter segments during the batch and .CSV upload. This handy addition will save you a considerable amount of time if you have a significant number of subscribers and you wish to segment your list. 

In your control panel click the Newsletter button (dragonfly icon) and then click Subscribers in the left sidebar menu. Once you are in your Subscriber list area, click the Add Subscriber button and select Import Subscribers.

You will have the option to click on the General tab to copy and paste or enter names for batch addition or the Import CSV tab to upload a .CSV file. The process to assign segments is the same for either option. Where you see Segment, simply click in the corresponding field and you will see the drop down menu populate with all of the existing segments that are available. This includes system generated segments as well as custom segments you have created. Select the segment(s) you wish to assign. It is possible to assign multiple segments at one time. 

 

An additional option is if you want to add a Source to the Subscribers as you add/upload them. The source could be from an exhibit, event, or perhaps a class or workshop as examples. To add the source note simple enter the text you wish to serve as the source reminder. 

Once you take these simple steps, you can click the terms box and click the button to go to the next steps and follow the remaining prompts to finish the batch and/or .CSV upload.