Import

You will need a CSV formatted to import into eManager. You can open and save any Excel spreadsheet as a CSV file by selecting File->Save As and changing the File Type drop-down to CSV. Here are a couple of other things to do to your file to prepare to import:

1. Remove unnecessary columns.
You will want to keep as much information as possible for email targeting, but there are likely blank columns that can be deleted and some data that wouldn’t be useful. A smaller file will import quicker. Examples: Keep – county, gender, age, dob. Delete – precinct, latitude, creation date, anything with mostly blank fields. Go ahead and highlight the entire column and delete.

2. Convert + add category information.
Each file will need to have a column to identify its category. Here are some common examples:

If the list is of people interested in a particular issue, or you want to group them in a category, the header row should be named to match the issue and every cell value should be Yes.
If the file has a column that denotes an opt-in with the values 1 = true and 0 = false, then the 1 should be replaced with Yes and the 0 with No. If the file doesn't have that column, just add it with a header named "OPT-IN" and Yes as the value for every row.

3. Save as a CSV
Make sure the first row of the file is a “header” row with something that described the contents of each column. Then choose “File” → “Save As” and change the “File Type” drop-down to Comma Separated File (CSV).

Do you need to add any fields to eManager?

If this file contains categories that you do not currently have in eManager, you will need to create field(s). If this is an update to an existing audience, skip down to Import below.

For new categories of information you will be create a text field, Yes/No, or multi-select. Here is are some common cases:

The list corresponds to a policy issue – the best thing is to create a multi-select field called “Issues.” Then add a response for each issue category. So the Issues multi-select will have responses for agriculture, energy, veterans, etc.
This is a VIP list – multi-selects help group related categories, but a simple “Yes/No” field is the best way to store a category such as “District VIPs” or “Staff contacts”
The list contains special fields from your CMS or other text – text fields can be used to store “Database ID” numbers or things like “Names of Siblings”

Import

Okay, now that you have prepared your CSV file, you should log into eManager, click the Constituents tab and then Import. On the right, there a link to "Start Import."

On Step 1 of the import, browse to select one of your files. If you followed the formatting above, all of the defaults on Step 1 should be ok, so click next.

On Step 2, map all of the sample data from the CSV file (left column) to the eManager fields in the drop downs. For any categories, be sure to map the correct column to the “Yes/No” or “Multi-select” Responses in the drop-down.

On Step 3, take a look at the larger sampling of data to ensure everything is mapped correctly.

Do you need to create Audiences?

Now that all of this data is in eManager and mapped correctly to profile fields, there might be one last step. It is time to make an audience to correspond to any new categories so that you can target emails.

In eManager click to Audiences, and Add an Audience.

1. Give the audience name a prefix that categorizes the audience. For instance, “ISSUE – Veterans” or “GEO – Baltimore”

2. Add all the fields that you will need to filter an audience. Most audiences only have one field for filtering, like “Opt-in” = “true” or “Issue” = “Veterans”

That said, the audience tool is very powerful and allows for complex join statements.

Subpages (1): Import Errors

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