Creating a CSV File
Knowledge Base: Creating a CSV File
In an effort to further improve system-wide performance (read: get your newsletters sent faster to more inboxes), we’ve updated our subscriber input utilities. What does that mean? Well, we’ve streamlined the Add Subscribers process, but we’ve also eliminated the Quick Add feature. A heartless move, we know, but a necessary sacrifice for the benefit of improved sending.
So how does one go about quickly adding subscribers now? Don’t worry. It’s still quick. You’ll need to create a CSV (or Comma Separated Value) file, but the process is very simple. When preparing to upload a list of new subscribers:
- Paste all addresses into a plain text or .TXT editor (Notepad on Microsoft systems and TextEdit on Apple Systems)
- Separate each email address with a line break, ensuring that only one address appear on each line of the document like this:
- Make “email” the only word that appears on the first line of the document
- Save the document as a CSV file (This process is different for different applications, but in most cases, you’ll simply need to change the file extension to .csv)
- Upload that honker to MyNewsletterBuilder using the CSV uploader tool, which you’ll find on the Import module on the Subscribers page of your MNB account.
As always, if you run into any issues, please contact our excellent support team.
Custom Subscriber Pages
About This Feature
Subscription URLs allows our users to use external webpages for readers to subscribe, opt-in, or unsubscribe from your newsletter. When you include links to these in the Subscription URL section, MNB will forward your subscribers to that page for that action. These are all completely optional, of course - we wouldn’t leave you hanging! If you opt not to use external pages, MNB’s stock pages will be automatically used.
How to Use This Feature
It is up to each user to create their own external web pages. Once you have this page created, you will go to “Subscribers” in the main menu and click “Preferences.” On the Preferences page, click on “Options” in the left side menu. On the Options page, you will see entry boxes for URLs under the title “Subscription URLS.” As always, be sure to click the green save button when you’ve finished inputting your URLs.
You may submit a custom URL for the following subscriber actions: Subscribe, Opt-in, Unsubscribe. Any time a user completes one of these actions they will automatically be directed to your webpage. From there, the rest is up to you!
Custom pages allow you to enhance company branding and recognition. You can use these pages to gather more information about your readers and your email marketing campaigns, which will make your newsletter a greater value to your readers.
Your subscribe and opt-in pages are a prime location for making sure that future readers know what they are in for and set preferences. Give readers a sample of what you have to offer and consider a gift or discount for signing up.
Another item of interest for email marketers is why people unsubscribe. Are they tired of your content? Have they lost interest? Did your newsletters change? Did they receive too many newsletters? Is your content no longer relevant to them? Conducting an exit survey is a great way to find out why people are leaving. Keep your survey short and sweet to increase the likelihood that users will be willing to engage. Sometimes all you need is one request: “Please tell us why are you unsubscribing.”
About This Feature
This feature enables you to create a customized subscription process for new subscribers to your email marketing campaigns. You can create forms, preview your forms, select email groups for your subscribers to join, restore default settings and choose whether or not to display tokens from this page. Select from a single-step sign-up process or a multi-step sign-up process. You can also create a sign-up form Facebook App. To further customize the look of your multi-step sign-up process, you’ll need to go to Tools → Branding.
If you make changes to the subscription form after you’ve pasted the HTML code to your website, you will need to re-paste the updated code. The code will not update on your website automatically.
How to Use This Feature
This feature is accessed by selecting “Subscribers” on the main menu, then clicking “Sign-up Builder.” You can navigate through the options using the left side “Actions” menu. There are two types of forms to choose from. These are:
One-Step Form: creates a single sign-up form that collects all the information you need without further pages involved.
Multi-Step Form: incorporates a partial form as the initial sign-up form, and navigates the subscriber through a 3-step process hosted on MNB’s servers. Please note: once you’ve created the form, you can customize (brand) the sign-up process.[+] Create a One-Step Sign-up Form [+] Create a Multi-Step Sign-up Form
[+] Create a Facebook Sign-up Form for Your Fanpage
Best Uses Using sign-up forms is the easiest hands-free way to gather new contacts &emdash meaning new leads. Short, single-step sign-up forms are often the easiest way to ensure subscriber follow-through. However, using buttons or text links present a more clutter-free method of directing people to your newsletter. Which ever you decide, make it sing with your brand and personality. If you create a multi-step form, we highly recommend proceeding directly to "Branding" (under "Tools")to ensure continuity in your branding.
Subscribers: Confirmation Emails
About This Feature The confirmations system allows you to create a customized automated confirmation email to new subscribers. You will also be able to preview your newsletter and restore default settings from this page.
How to Use This Feature To access this feature, select “Subscribers” from the main menu and click on “Confirmations.” This will take you to the Confirmation landing page.[+] Create Confirmation Email [+] Preview Your Confirmation Pages [+] Restore Defaults
Best Uses A double-opt email subscription ensures that every subscriber to your newsletter has specifically and consciously chosen to be there. That’s an empowered position to be in! You might consider including the following in your confirmation email:
- Contact information
- A description of what your newsletter contains
- A reminder of subscriber options
About This Feature Preferences allows you to control settings for your what information is collected from your subscribers during the sign-up process, how groups are displayed to subscribers, and the subscription processes.
How to Use This Feature Select "Preferences" under "Subscribers" in the main menu. You can navigate the preference settings by using the menu in the left column.[+] Step 1: Email Page [+] Step 2: Groups [+] Step 3: Data Fields [+] Step 4: Thanks Page [+] Step 5: Options [+] Actions
Best Uses The preferences feature helps you customize and tailor your email subscription process. Choosing how much information you require is a balancing act. Asking for too much may scare away potential subscribers. Getting too little information makes it difficult to sort and identify subscribers through demographics. Also, consider including a description of the subscription options if you have more than one.
You can hide and reveal specific groups based on which you intend to be available for subscribers to opt into and others which you intend to intentionally and selectively populate. In addition, having an automatic welcome newsletter empowers you to immediately engage with new subscribers.
About This Feature Locate individual subscribers within your account, and build lists based on selected criteria.
How To Use This Feature Go to the Main Menu and click “Subscribers.” Select “Search” from the drop down menu. Here you can search subscribers based on their group or confirm, copy, and export subscribers.[+] Search [+] Organize Search Results [+] Edit Subscriber Data
Best Uses Sorting your subscribers and adding them to unique groups helps you to better target market your email marketing communications. You can also use this feature to help structure your email marketing campaigns and to locate a subscriber or edit subscriber information.
Update Existing Subscribers
About This Feature This page lets you update existing subscriber information. Fill out a CSV (Comma Separated Value) file with the information you would like to update and submitting it. It’s as easy as that!
How To Use This Feature
- Go to Subscribers on the main menu bar and select “Update” from the drop down menu.
- You will need to upload a CSV file with the correct column headings. We recommend downloading our CSV template, as it is pre-populated with the headings that our system recognizes. The download link is found at the top of the screen.
- Input the updated subscriber information in the CSV file and save the document, preserving the CSV format.
- Warning! To preserve existing subscriber data in the system, check the box next to “Ignore Blank Fields” on the Subscriber Update page. When this is not done, the system will overwrite your existing subscriber data with blanks. Nobody wants that.
- On the Subscriber Update page, click the “Browse” button to search for and select your CSV file.
- Finally, click "Upload File" when you are ready to upload. To check the progress of your upload, visit Reports → Activity.
Note: A CSV file is a spreadsheet that opens in Excel, Numbers, and similar spreadsheet programs. Your CSV file should have a heading row in the first row, and subscriber information listed as columns under each respective heading. The order and headings must be formatted precisely. Again, we highly recommend downloading the CSV template to use as a guide. This is located on the Add Subscribers page. It’s just easier that way.
Best Uses There are many reasons why you might need to update subscriber information. Perhaps a company you email has new email addresses or several of your contacts have recently updated their mailing address with you. Keeping subscriber information accurate and up to date is an important part of list hygiene (read: it helps keeps your email out of the spam folder). It’s easy if you follow the directions above. As always, feel free to contact support if you need help.
About This Feature MNB offers three options for adding subscribers to your account. This feature is vital to growing your email list successfully. Adding new subscribers can be done in large batches or a few at a time.
How To Use This Feature From the main menu, select “Subscribers,” then click “Add.” Under Step 1, select the subscriber groups) you want to add contacts to and use one of the following functions from Step 2:[+] Quick Add [+] Form Add [+] Upload Detailed File
Choose the update method that is best for your purposes. If you have a long list of email addresses without any additional subscriber details, the easiest thing to do is copy and paste your entire list into the “Quick Add” box. If you have spreadsheet with email address with subscriber information included, uploading a CSV file is a more efficient option. If you only have a few contacts with details to add to your list, or you want to upload vCards, adding via “Form Add” and entering their subscriber information is the preferable route.
Fun Fact: MyNewsletterBuilder (MNB) automatically removes duplicate addresses from the same subscriber category. Upload subscribers to multiple groups, and send confidently, knowing that subscribers will not receive multiple copies of duplicate addresses automatically.
About This Feature The Groups page lets you view, add, and edit subscriber categories. These categories are your different mailing groups. There is no limit on how many subscriber groups can be in an account. Subscribers must be in a group in order for you to send to them. A single subscriber can be in multiple groups at a time, and will only count toward the subscriber quota once. They will also only receive newsletters once when you send to multiple groups.
How to Use This Feature Click “Subscribers” on the Main Menu. Select “Groups.” Use this feature to access, edit, create, and export subscriber groups.[+] Exporting Groups [+] Adding a Group [+] Manage Your Groups
[+] Make Edits to Groups
Confirming subscribers in email groups is an email marketing best practice. The double opt-in ensures you only have subscribers that want to be part of your list.
Having multiple subscriber groups helps to better focus your email marketing efforts, sending relevant content to those who are the most suited to receive it.
You can download the results of clicks or opens from one campaign and create a new subscriber list by uploading the downloaded CSV file into a new or existing subscriber group.
Include options for frequency of sending and type of message on your subscriber sign up form. This avoids unsubscribes by empowering your readers to select what they want to receive.
About This Feature
Subscribers can be removed from your email newsletter on both a permanent and a non-permanent basis. You can remove subscribers from one or all of your groups either by copying and pasting their email addresses into Quick Removal or by uploading a CSV file.
How to Use This Feature
To remove email marketing subscribers from your account click "Subscribers” in the main menu, then select “Remove.” The first step will be choosing your removal methods. This is very important. There are three different steps for removing subscribers from your account.
[+] Step two: Select the Subscriber group to remove from
[+] Step three: Remove addresses
Special Note: MyNewsletterBuilder (MNB) keeps a 30 day record of ALL deleted, unsubscribed, and otherwise permanently removed addresses.