Due to how the integration works, contact information that was added to your Activity Tracker before the integration was set up won’t pass through into your other software. Only data from newly-added contacts and new transactions will pass through the integration. But there’s some good news! It’s possible to add those contacts by generating a Contact Report in Flipcause and importing them into your email marketing software.
Below you’ll find instructions on how to generate a report and import it into the different software.
Generating a Contact Report
To generate a CSV file to send to your email marketing program, whether it's Mailchimp, MailerLite, or Constant Contact, here's what to do:
1. In the Flipcause Dashboard, go to Reports > Contact Database Reporting.
2. It should take you to the page with a default filter of Contact Type Is Individual. If you think you have any business contacts, click on the Add Another Value button and choose Business.
3. Click Generate Report.
When you push the Generate Report button, it's going to pop up a list of those contacts who are fulfilling the criteria you provided. You can then create the CSV file to be sent to you via email.
You can choose either a full report or a custom report. If you choose a custom report, you can choose just the fields you want to add. Once you're done, scroll down to the bottom and choose the second or third option on how you would like to view your report. Click Get Report after.
Importing into Constant Contact
Constant Contact: Formatting CSV File for Import
When importing your CSV file from Flipcause to Constant Contact, you'll need to adhere to certain requirements for the formatting of the actual CSV file.
One thing they require is that the email addresses are unique for each contact that you're importing. They also require that there aren't special characters in the email addresses as well.
In addition, the abels per column need to be formatted or named in a way that makes sense to them. For example, the first address needs to be labeled as "Home Address Line 1".
Constant Contact: Importing Contacts into Constant Contact
Once your CSV file is ready to import into Constant Contact and you're in the dashboard, you can go from any page into the Contact section. Click Add Contacts, and a pop-up window should come up. Click Upload from file.
It will take you to another page, where you can drag and drop or browse your computer for the file that you'd like to import.
In the next section, make sure that all the fields match. If there are any columns that do not match, click Select a field and choose the appropriate field name for the column. Click Continue after.
A pop-up window should come up with a message including a link to Constant Contact's anti-spam policy. After reading this, push Got it.
It will then ask you a couple of questions, including whether you have permission to email your contacts. You also have the option of tagging your contacts if you'd like. Once you're done, click on Upload. It will then let you know that you have completed the import
Constant Contact also has some excellent information on formatting a file before importing a contact list into Constant Contact and importing a list of contacts from a file or spreadsheet.
If you’d like additional information on Standard Headings for your CSV file, please read this article.
Importing into Mailchimp
Mailchimp: Formatting CSV File for Import
The first step in making sure that you can successfully import a CSV file of contact information into Mailchimp is to set up the CSV file in the format that Mailchimp will allow.
The first column must be the email address because it is technically the only piece of data that's needed to actually import contacts into Mailchimp. You'll notice that when you get your spreadsheet, you're gonna want to change it to email so that it's gonna match the requirements that Mailchimp is looking for.
Once named properly, move the email address column to column A. After that, the data should go in the order of first name, last name, address, and phone. Please note that the column for address should only be a single column, and the addresses are complete addresses.
Sometimes, you will have contacts that don't have an address at all, which is completely fine with Mailchimp. They just don't want a partial one. Delete any information that is deemed incomplete by Mailchimp.
Note: Delete the country information, because technically, that's considered to be a partial address, and they won't accept it.
Mailchimp: Formatting CSV File for Import - Addresses
The final step to creating CSV file so it can be imported into Mailchimp is creating a single column for the address field. To make it into one, right-click on the first address field, and click Insert. This will create a new column to the left. Name it Address.
The next step is to combine all of the address information in the rows for each contact by using the following formula:
=CONCAT(cell numbers, separated by commas)
Copy and paste this formula into all of the cells that we need.
Before making them look the way that we want them for Mailchimp, we need to eliminate the fact that it is a formula. To do that, copy and paste them again, but when pasting them, use your mouse or right-click them. The pasting option you'll choose is Values.
To make this into the version that Mailchimp wants, add two spaces between each part of the address. Once done, this should be ready to be uploaded into Mailchimp.
Mailchimp: Importing Contacts into Mailchimp
Once the data is ready in the CSV file to be imported, you can go into your Mailchimp account and anywhere from within the dashboard.
You can start at the Audience dashboard. If you do have more than one audience, you can choose which one you would like to add it to in the Current audience dropdown menu. You also have the option to add it to a third test audience.
On the upper right-hand corner where it says Manage Audience, click on it and choose Import Contacts. Choose Upload a file, then click on Continue. Click Browse and find the CSV file you want to import. Once you have chosen the file, click on Continue to Organize.
From here, it's gonna let you choose the audience again as well as the status. Once you're done choosing the information, click on Continue to Tag.
At this point, you can tag all of the contacts with any tag you like, but you are not required to. You can always tag individual contacts once they've been imported into Mailchimp. Once you're done with this, click Continue To Match.
Make sure that all the fields have been chosen correctly. Click on Finalize Report once you're okay with it. It will then let you review and complete your import. Click Complete Import once you're done, and it should be successful.
Mailchimp also has some additional information on importing your contacts into their software.
Importing into MailerLite
MailerLite: Importing Contacts into MailerLite
When importing Flipcause data into MailerLite, there's not a lot that has to be done to the CSV file to format it prior to importing it into MailerLite. The data is actually going to be chosen during that process. Here's what to do:
1. On the MailerLite dashboard, click on Subscribers.
2. Click on Add Subscribers.
3. Under the Upload file section, click the upload icon. This will allow you to choose the file you want to import.
4. Once the file has been chosen, click on Import subscribers.
5. You can then choose a group you want to have the subscribers added to and match fields as you can.
6. Once you're done matching the fields, click Finish import.
This should take you to a screen where it tells you how many subscribers have been added and updated to your MailerLite
For additional information directly from MailerLite, you can view this video on importing contacts into their software.