Import Contacts

To import contacts to your TicketReach account, click CONTACT LIST in the AUDIENCE section of the sidebar found in your TicketReach user dashboard.

This opens the CONTACT LIST PAGE.

Select the IMPORT CONTACTS button in the upper right of the CONTACT LIST page to open the import dialogue box.

When the Import Contacts dialogue box opens, you’ll be asked how you’d like to add contacts to your TicketReach account. You have two options:

CSV file upload
Copy/paste or manually typing information

UPLOAD CSV

IMPORTANT: You must create the Audience Segment you want to add your imported contacts to BEFORE you upload your CSV file. Learn how to create Audience Segments.

Select the radio button in the Upload CSV section of the IMPORT CONTACTS dialogue box and click the CONTINUE BUTTON to import contacts using a CSV file. A new IMPORT CONTACT FROM FILE page will open.

There are four steps in the CSV upload process as shown in the breadcrumb trail at the top of the page:

Upload file
Contact preview
Column mapping
Select segment

1. UPLOAD FILE

You can upload a CSV file of your contacts directly on the IMPORT CONTACT FROM FILE page. It’s critical that you upload your file in the correct format to ensure data is imported correctly.

Click the “Download sample file” link on the right side of the page above the gray upload box to download a sample CSV file that is already set up in the ideal way for a smooth import process. The sample file includes two rows: a headings row and a row with prepopulated sample data in 8 columns that correlate with contact fields in TicketReach:

first_name
last_name
email
phone
address
city
state
zip_code

You can open the CSV file in Google Sheets or Microsoft Excel, and save it with a new name. Once you’ve saved the CSV file with a new name, you can delete the sample data in the second row and enter the information for your own contacts instead.

DO NOT erase the headings row (ROW #1), which is configured to ensure your data imports seamlessly into your TicketReach account.

Each contact’s information should be entered in a separate row. For example, if your list includes 10 contacts, then your completed CSV file to import to TicketReach should have 11 rows (1 heading row + 10 rows with contact information \= 11 rows total).

When you’re done adding your contact information to your copy of the sample file, save it in CSV format, and return to the IMPORT CONTACT FROM FILE page in your TicketReach user dashboard.

To import your CSV file, simply drag and drop it into the gray box on the page, or click the “Select a File” link to locate the file in Google Drive or on your computer. Once the file has been selected, it will automatically upload to your TicketReach account. Any invalid entries will be skipped.

When the upload process has finished successfully, you’ll see your uploaded file name on your screen with a green checkmark. You’ll also see a garbage can. Click the garbage can if you want to delete the file you uploaded.

After your file has uploaded successfully, click the CONFIRM & CONTINUE button in the upper left of the page to move to the next step, or select the CANCEL button to cancel the import process.

2. CONTACT PREVIEW

When you click the CONFIRM & CONTINUE button, you’ll be taken to the second step of the import contacts process: Contact Preview.

The Contact Preview page provides an opportunity for you to review the uploaded contact information before importing the data into your account. If you’re happy with the data, select the START MAPPING button in the upper right corner of the page to move to step 3. If not, click the Cancel button to stop the import process.

3. COLUMN MAPPING

After clicking the START MAPPING button in step 2, you’ll be taken to the COLUMN MAPPING page.

The purpose of this page is to ensure the data you upload is imported into the right fields in TicketReach. For example, you want to be sure email addresses are imported into the Email Address field in TicketReach, or you won’t be able to send email campaigns to your imported contacts.

On the COLUMN MAPPING page, TicketReach tells you how many columns were found in your CSV file during the upload process. It also provides sample data from a record in your uploaded file, so you can make sure data is imported into the correct fields.

File Column

If you used the sample CSV file format discussed in Step 1 to create and upload contacts to TicketReach and did not change the columns or column headings, then the File Column names shown in the screenshot above should match. If not, the File Column names will need to be the same as the heading row in your uploaded file.

Sample Data

Sample data from your uploaded file is provided for each column found. Make sure the information in the sample data matches your CSV file as expected.

System Attributes

The System Attributes column tells you in which Ticket Reach field the data from each imported column will be saved. For example, the data in the column of your CSV file with email addresses should be saved in the Email field in TicketReach.

If data from a column in your CSV field doesn’t match the TicketReach field shown in the System Attributes column, use the drop-down arrow to select the correct TicketReach field where the data should be saved.

Trash Can

If a column from your CSV file appears on the COLUMN MAPPING page that you don’t want to import into TicketReach, you can delete it by selecting the corresponding trash can icon.

When you’re done mapping the columns from your CSV file to TicketReach fields, click the CONFIRM & CONTINUE button in the top right of the page. To stop the import process instead, click the Cancel button.

4. SELECT SEGMENT

The last step in the import contacts process is to select an audience segment to add the imported contacts to on the SELECT SEGMENT page.

When you import contacts to TicketReach, you must add them to an Audience Segment. The SELECT SEGMENT page lists all of the segments that have been created in your account. If you have a lot of segments, you can find a specific segment using the search box to enter a segment name. You can also filter results using the Created On or Last Edited date range drop-down menus.

Using the Created On filter allows you to find segments that were created during specific date ranges. The Last Edited filter allows you to find segments that were most recently revised during specific date ranges. The available date ranges are:

Last 30 days (the preceding 30 days)
Last month (the previous calendar month)
Last 6 months (the previous 6 calendar months)
This year (current year to date)
Custom range (when you select this option, a calendar opens for you to select the specific start date and end date for the date range you want)

When you select your desired date range, the information on this page updates automatically.

The list of audience segments includes four columns:

Name: The name given to the audience segment when it was saved in your TicketReach account
Contacts: The number of contacts in the audience segment
Created On: The date the audience segment was originally created
Last Edited On: The most recent date that the segment was edited

You can sort the list in ascending or descending order by selecting the arrows to the right of each column heading.

You can increase or decrease the number of rows displayed on each page of your segments list using the “Showing # Rows Per Page” drop-down menu at the bottom left side of the results lists. Just select the arrow to the right of the number, and select the number of rows you want to see. The list updates automatically.

If you have many segments and multiple pages in your list, use the left and right arrows on the right side of the bottom of the list to navigate through each page.

When you find the segment that you want to add the imported contacts to, select the checkbox to the left of the segment name. To select multiple segments to add the imported contacts to, select the checkbox next to each segment name that you want to add the contacts to. To add the imported contacts to all segments in your account, select the check box to the left of the Name heading in the first column.

Once you’ve selected the segment(s) to add the contacts from your CSV file to, select the SAVE TO SEGMENT button in the top right of the page. If you decide not to import the contacts, select the CANCEL button.

After you select the SAVE TO SEGMENT button, a dialogue box will open confirming that the contacts are being imported and should appear in your TicketReach account in a few minutes. Larger files will take longer to import. You may need to refresh the Contacts page to see them.

COPY & PASTE / MANUALLY ENTER CONTACTS

IMPORTANT: You must create the Audience Segment you want to add new contacts to BEFORE you manually enter data. Learn how to create Audience Segments.

You can manually copy and paste new contact data or manually type new contact information directly into your TicketReach account by selecting the radio button in the Copy & Paste section of the Import Contacts dialogue box.

Next, click the CONTINUE BUTTON. The ENTER CONTACTS page will open. This is the first of four steps to enter contacts into TicketReach manually as shown in the breadcrumb trail at the top of the page:

Enter contacts
Contact preview
Column mapping
Select segment

1. Enter Contacts

You can either paste contact data or manually type it on the ENTER CONTACTS PAGE of your TicketReach account. Note that the information must be entered using the following format:

First name, Last name, Email, Phone, Address, City, State, Zip code

Using this format with a comma separating each piece of data will ensure the contact information is imported to the correct fields in TicketReach. The commas are used to separate distinct data fields during the import process. Hit the enter key and use a new line in the data box for each contact.

Leave a blank space for any data you don’t have. For example, if you don’t have a last name for a contact, enter the information as follows:

John, , johndoe@gmail.com, 123 123 1234, 1 Main St, New York, New York, 10001

When all of your data has been entered or pasted, click the CONFIRM & CONTINUE button in the top right of the page. Note that the cursor must be on a new blank line following the last line of contact data in order to confirm and continue.

The data will be uploaded to TicketReach, and you’ll be taken to the next step in the import process: Contact Preview.