Uploading My List
      • 17 Jul 2024
      • 1 Minute to read
      • Contributors
      • Dark
        Light

      Uploading My List

      • Dark
        Light

      Article summary

      Uploading Your List

      Uploading your list is as easy as pie! With just a few simple steps, you can seamlessly transfer your contacts into our platform and unlock a world of possibilities for targeted communication and engagement.

      1. Prepare Your List:

      Although it is not necessary, it does help if you are familiar with your list.
      PRINTgenie is sophisticated enough to know what you are trying to map out using out AI algorithms. Simply upload your list as is and see how easy it is to map out the appropriate fields.
      Ultimately, we only need the following fields in bold. The others are optional.

      First Name
      Last Name
      Mail Street
      Mail City
      Mail State
      Mail Zip
      Property Street
      Property City
      Property State
      Property Zip
      Phone Number
      Contact Email
      Custom 1
      Custom 2

      1. Check for Custom Fields:

      If you have custom fields specific to your mailer or platform, ensure that these fields are included in your list before uploading. Custom fields may contain additional information about your contacts that you want to store or utilize.

      1. Access the Contacts section:

      Log in to your PRINTgenie account and go to Contacts then Upload My Contacts. Initiate the upload process.

      1. 4. Mapping the fields:

      2. Once your list is uploaded, the next step is to map the fields in our platform. This ensures that the data is correctly interpreted and organized within our system, allowing you to efficiently manage and utilize your list for your campaigns.

      1. Notice that a contact may sometimes have a mailing address different from the property address, so be sure to put the right label/ header when uploading the list.

      2. By following these steps, you'll be on your way to effectively leveraging your list for targeted communication and engagement. If you have any questions or need further assistance, feel free to reach out to our support team. We're here to help you every step of the way!

      Watch this video to learn more: