Uploading My List
      • 12 Jun 2024
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      Uploading My List

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      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:

      Ensure that your list is formatted as a .csv (Comma Separated Values) file before proceeding with the upload process. You may want to consider using the following headers (when applicable). This ensures compatibility with the PRINTgenie platform and makes data handling easier.

      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!