First steps
User Data
- Email Builder Review
- Designing your email
- Creating a Synchronized Module
- Setting Responsivity
- Building Smart Containers
- Creating a Gmail Promotions Annotation
- Adding a Rollover Effect
- Adding a Background to an Email
- Adding Anchor Links
- Adding a Video to an Email
- Adding a Table to an Email
- Adding a Custom Font
- Adding Social Media Buttons
- Editing HTML and CSS
- Working with “Images” block
Omnichannel
- SDK for Mobile Apps
- Managing mobile SDK access keys
- Connecting Mobile App
- Creating a Google Project for Mobile Push Notifications
- Creating Mobile Push Messages
- Setting Up Delivery and Clicks Analytics
- Deep Links and Universal Links
- Scheduled Mobile Push Message
- Sending Test Messages from the Event Debug View
- Setting Up Widgets for Your Site
- Widget Calling
- Storing data from widgets to contact fields
- Using Annoyance Safeguard
- Actions After Form Submission
- Yespo Extension for Google Chrome
- Creating Pop-ups via Google Tag Manager or WordPress
- Sending Yespo Widget Events to Google Analytics
- Replacing Double Opt-In System Workflow
- Setting Up Locations for the Widget Calling Rules
Automation
Personalization
Analytics
- Email Campaign Report
- Web Push Campaign Report
- Viber Campaign Report
- Mobile Push Campaign Report
- App Inbox Campaign Report
- Widget Report
- Triggered Campaign Report
- AMP Campaign Report
- SMS Campaign Report
- Multilingual Campaign Report
- Setting up UTM Tags
- Revenue from Campaigns
- Tracking Campaign Performance in Google Analytics
Multilanguage Campaigns
Events and Behaviour Tracking
Recommendations
API
Security and Compliance
Integration
Contact Fields in the System
This article contains instructions on how to import a file with the contact list into your account in the system.
Preparation
The file formats that are supported for import are: xlsx, xls, csv, and txt.
Before you import your contact list into the system, make sure to check the following:
- Available email and/or phone number are a must for import.
- All contacts must be saved in one worksheet (Excel) and organized into columns. If the file contains two or more worksheets, the system will not process them: only the contacts from the first worksheet will be imported.
When you import contacts into the system, map the columns in your import file to the fields in contact list, using the below dropdown menu. The mapped columns are highlighted green.
Important: fields with errors will not be imported into the system.
Standard Fields
By default, the following standard fields are available for each account:
1. Text Fields
Text fields are designed to include all the available customer data in order to personalize emails and segment the database. They consist of First Name, Last Name, and all columns of the Address fields.
- First Name
The maximum length of the value in the field is 40 characters.
Letters of any alphabet and up to 3 digits are allowed.
Special characters are prohibited, except:
- apostrophes' (in the middle of a word)
- hyphens - (in the middle of a word or between words without spaces)
- a dot at the end of a short (up to 3 characters) word (for example, Jr.)
It is allowed to use 3 words consisting of more than 3 characters and 3 words consisting of a maximum of 3 characters. Names consisting exclusively of numbers and/or special characters are prohibited.
The First name field is used to personalize emails, and can be put both in the body of the message and in the subject line.
- Last Name
The validation rules of the Last name field are the same as for the First name, except that any number of words of any length are allowed (but not more than 40 characters in total).
- Address
The Address fields can consist of several columns with the full postal address of each contact. The field supports text and numbers, and can’t include special characters.
You can add to the field the following categories: Country, Region, City, Street, Post Code, etc. Each category should be organized in a separate column.
- Time zone
When a user clicks on a link in a message, the system registers their IP. If the system can determine the country, region and city from the received IP, the system does this and writes the corresponding time zone into the contact card. Subsequent clicks on the links do not update the time zone, it can only be updated via the API.
You can use the contact's time zone to send triggered messages only at specified hours. To do this, activate the corresponding switcher in the message settings in the workflow.
All messages that have enabled “Sent only at specified hours” will be sent within the specified time window or will be queued for sending within the further specified time window.
- Language
The Language field is to be filled for contact base segmentation and sending multilingual campaigns. It supports text coded according to the international standard of RFC 5646 Language Tags:
"es," "en";
"es-AR" (Spanish, Argentina), "en-US" (English, USA).
These fields are used to create dynamic segments. For example, you need to select all London residents and notify them of the opening of a new store. If you have filled a City column, you can create the segment choosing the necessary condition:
2. Email
This is the main field used to send emails. There is one email line available for each contact. Make sure the email address has no spelling mistakes (gmeil.com, mail..com, etc.). If you want to specify several emails, you may create an additional field, but campaigns will be sent only to the address specified in the main field.
3. Phone Number
The Phone Number field can contain only numbers; no text or special characters are supported.
These contacts are used to send SMS and Viber messages. The number should be specified in the international format:
380955547708
447911123456
0207183 8750
1229501112325
Note: you can import only phone numbers valid in the country that you have selected while registering in the system. If you want to import phone numbers valid in other countries, contact our support.
4. Date of Birth
This field supports the following formats: yyyy-MM-dd, dd/MM/yyyy, dd.MM.yy, dd.MM.yyyy.
Important: this format is supported for a file import only. For an import via API, use only these formats: YY-MM-DD, DD/MM/YY, DD.MM.YY.
5. Contact Key
This field is designed for external contact identifiers and can be useful when you import a database and want to keep the contact ID from the original database.
6. Gender
When importing the contact base, you can choose between the two options - M (male) or F (female) - set by default in the system. If you want to add more options, go to Personal Profile > Settings > Additional Fields > Gender.
7. Contact ID
An internal contact ID is assigned by the system to each contact after the import. It consists of numbers only.
8. Applications, Mob Push, Web Push
These fields display information about the connected apps and settings for Web Push (if any).
When a contact installs your mobile app, SDK collects data about the user's mobile devices connected to the app. To see the list of mobile devices connected to the app, hover the Applications field.
Data from the Applications field is used to create App Inbox and In-App messages even if a contact isn't subscribed to mobile push.
Additional Fields
If standard fields are not enough to include all the necessary data, you can go to Settings and add additional fields. You can add unlimited number of fields in any order.
Choose Add list, type the title of the list and save it.
To add new fields to the new list, click on Add field, fill in Name, and choose a field type from the dropdown list.
In the field type, you can choose one of 8 available options:
- Text box;
- Text area;
- Number;
- Fractional Number;
- Date;
- Date with time;
- Dropdown list;
- Checkbox list.
Text box
Can include up to 1,000 characters, both text and integer numbers. Special characters (for example, % ^ * | ~ {) are not supported.
Text area
Can include a large amount of data of up to 5,000 characters, both text and integer numbers. Special characters are not supported.
Use Text box and Text area to specify:
- position, workplace, etc.;
- number of employees, number of positions;
- any additional data needed to segment your contacts.
Number
Supports only integer numbers in the range from - 2147483648 to 2147483647. Set a range that will validate the values you are going to pass in this field.
Numbers can be used for email personalization and segmentation, for example, based on the amount of bonuses a customer has accumulated.
Fractional Number
Supports fractional numbers.
Date
The supported format: YYYY-MM-DD.
There is a Regular Date option designed to specify a creation date, anniversary, etc.
Tick the corresponding box to use this date to create dynamic segments:
Date with Time
The supported format: YYYY-MM-DDTHH:mm
Dropdown List
You can add unlimited number of options, but choose only one of them when creating a contact profile.
Checkbox List
You can add unlimited number of options, and choose any of them when creating a contact profile.
Important: you can also add additional fields right when you map imported columns to the fields in the system.
File Example
To see how contacts can be organized in an Excel worksheet, download our file example. It contains standard fields: subscriber email, first name and last name. You can also add unlimited additional fields, such as phone number, address, etc.
Read the article on how to import a file into the system. Once you import a file into the system, a confirmation email with the import results will be sent to your email address.