The upload format for Smartmessages mailing lists is a plain text format known as "Comma-Separated Values" or CSV, which is commonly supported by database and spreadsheet applications such as LibreOffice, Microsoft Excel, Filemaker, MySQL, etc. See the technical notes section below for more details on the format. An uploaded record for your account should look like this:
You can download an empty file that's in the right format so that you can shuffle your data into the correct fields.
When uploading via the web interface or our API you may specify a subset of these fields, in whatever order you like by putting the field names on the first line of the uploaded CSV file and selecting the 'field names on first line' option. Fields that are not recognised will simply be ignored.
Most field names are self-explanatory, but some fields need particular care:
plain, defaulting to
frfor French etc., to represent the language that the recipient would most like to receive messages in. Supporting this field does not necessarily mean that you have to produce content in this language, but it tells you what your recipients would actually like.
ESfor Spain and notably,
GBfor the UK.
yes(for those that have completed a double-opt-in process, or have sufficient subscription information imported), or
n/afor those that were imported from lists. For reference, there is an internal
novalue used to track those that have requested a subscription directly with Smartmessages, but that have not yet confirmed it - subscribers with that status are not visible to you and are not included in downloads. This field is not directly importable and will be ignored, but records containing valid
verified_atvalues will have their
sub_verifiedstatus set to
verified_atfield must also contain a valid value.
ipfield must also contain a valid value.
verified_atfields are populated too, but will be ignored otherwise.
,as the separator, and
"as the (optional) quoting character. Fields that contain commas will need quotes wrapped around them, and quotes within fields will be escaped by themselves, so a single field containing
Hello, "Joe"would be downloaded as
"Hello, ""Joe""". You should NOT use \ to escape quotes. Most proper CSV import/export filters will deal with this correctly. We recommend LibreOffice (free) for working with CSV files directly - it's significantly better at it than Microsoft Excel.
There is more detail of the upload process on our help pages.
A significant feature of Smartmessages is that personal data is stored separately from mailing list subscription information. A recipient who is, for example, subscribed to your 'Newsletter' mailing list would reference the same data from your 'Events' mailing list. This protects you against having duplicate sets of data for one person. This also means that if you want to create a sub-list from existing recipients, you can use the simpler 'Add multiple subscribers' form on the mailing list page - you don't need to upload all the same information again, just their email addresses, and Smartmessages will automatically link their data to their new subscriptions.
Other ESPs that provide list downloads may include subscription confirmation data in the form of an IP address, a
timestamp and a user agent string (mapping to the
agent fields described above). We accept that as opt-in proof so that lists are reasonably portable
across ESPs. If you have a list containing this kind of subscription information and we do not handle it
correctly, please contact us so that we can add the format you have.
You can download mailing lists in the same format as they are uploaded in from a mailing list's actions tab.