If you're a loyal reader of our Growth Hub, you know that we've talked a lot about email marketing lately. From giving you ideas on emails to send, to providing real customer reviews, we really want you to see how awesome and easy this tool is to use, and how it can change your marketing workflow for the better.
Client feedback is crucial for us. After the launch of email marketing in January, those that are using the product seem to have one common piece of advice:
Let us import our customer database so we don't have to use other email providers!!
When you're ready, you can bring over your customer database from your current mail provider. Here's what that process looks like:
Step 1: Export Your Contacts From Your Current Provider
- Make sure to export as a .CSV file (It will be an option when you export contact list from most providers)
- Save that file somewhere on your computer that's easily accessible.
Step 2: Import Your Contacts Into Your PhotoBiz Account
You can upload contact lists in batches of 5,000 at a time for your PhotoBiz account.
- Login to your PhotoBiz Account and click on on Contacts from the left menu. This is PhotoBiz's CRM (Client Relationship Manager)
- Select Import and pull over the .CSV file you saved earlier
- When importing you'll be able to pulling information that you have downloaded such as: Email. Name, Address, etc. Email is the only one you must include on importing.
- Choose whether the contact is a Customer, Lead, or Vendor
- Tag your clients when you upload, to target your clients more effectively via email campaigns.
Now that's a 2-step you can get behind, right?!
If you want some help importing your contacts, give our Passionate Support Team a call. We're excited to see your database grow!
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