Importing a Marketing List
If you have an existing email list you'd like to import to Union so you can manage all of your marketing within Customer.io, it's simple. Uploading through Union ensures that you don't have any duplicates on your email list, and will ensure that any information for someone on your mailing list will be kept when they become a passholder or subscriber.
Please note that the UI from the video is outdated, but the same core concepts still apply.
First, export a CSV file of your marketing list from your marketing provider. Next, in Union, visit Marketing > Upload List > Upload New Marketing List.
Give your list a name, then pick your provider, and upload the CSV export you previously downloaded from your provider:
Note that it can up to a couple of hours to get thing uploaded, especially if you have a large list.
If you don't see your provider listed, click Custom on the marketing provider list. Please note that the columns must be identical to the format displayed (see below for exact text if preferred). You can customize your downloaded report to customize the columns to match or click to download the sheet directly. The snapshot below shows the exact columns required.
Header format required (all lowercase)
- first_name
- last_name
- phone
Once uploaded, you will be able to see how many were in the file you uploaded and how many were added. It is more than likely that these numbers will not match. This is likely because the customer already has a Union account (system won't create a duplicate Customer.io account). When you click View, you can see the all the accounts that were either ingested (skipped) or published to Customer.io
If you have selected one of Union's default lists that has not published your list, please try following the custom format path and please reach out to support@union.fit. Please tell us your provider and include your marketing list you are attempting to import.