In this article, we'll show you how to import your subscribers with a comma-separated value file. This type of file is most commonly referred to as a CSV file and if you've used programs such as Google Sheets or Microsoft Excel, there's a good chance you've worked with a CSV file in the past. If not, no worries. We'll be taking you through this process from start to finish.
Note: Imports may be subject to approval before your subscribers become active in your Drip account. We recommend importing your list at least twenty four hours ahead of when you'll need to send email to that list.
In this article:
- Watch a help video
- Preparing your CSV for import
- Uploading your CSV file
- Actions you can perform upon import
- Frequently Asked Questions
First, you'll need to create a CSV file containing, at the very least, a column with an email heading. Because a valid email address is the only data needs in order to create or update a subscriber in your Drip account, this is the only requirement for the file to be valid in Drip.
Although an email address is the only requirement, there are a few other reserved column headings worth mentioning:
- lifetime_value (in cents)
The name field should be reserved for your subscribers' full names. If you'd like to separate the first and last names of your subscribers, we suggest using "first_name" and "last_name" as the CSV column headers.
The time_zone field must be entered in Olson format (also known as “tz database”): America/Los_Angeles
The ip_address field is not generally entered in by hand as it is the virtual address of each of your subscribers. This is usually not something that you can't just lookup very easily. If you'd like more information about how IP addresses work, you can review this article. In fact, anytime a subscriber opts in through a Drip opt-in widget, the subscriber's IP address is automatically captured and saved.
The tags column can hold an individual tag, or you have the option of inserting multiple tags with each separated by a comma.
The lifetime_value field must be entered in cents. So if a subscriber's LTV is $10, you'd convert that to cents and enter that in as 1000 instead of 10.00.
Here's an example of how all of the reserved columns should be formatted for Drip:
You'll notice that we've included two other column example with first_name and last_name. These fields will get imported into Drip as custom fields for each subscriber. It's also important to note that each column representing a reserved name must be entered in all lowercase. If not, you will get unwanted results once the import has completed.
Custom field limitations: custom field identifiers can only contain letters, numbers, or underscores. Keep in mind that multiple word names, like, first name, must contain an underscore between words.
Note: It is recommended that you double check the formatting and spelling of your column headers before performing the import.
To upload your CSV go to Subscribers > Imports/Bulk Ops > click New Bulk Operation.
When asked how you'd like to perform the operation, select "Upload a CSV" and click Next Step.
Once you upload your CSV, you’ll see a preview of the first few rows. You can click the x icon next to the column headers if you wish to ignore a column during the import. Also, you'll want to make sure to check off the "Treat the first row in your file as headers" setting if you'd like to use the first row of your CSV file as its column headers.
You’ll also notice that you can use the column header drop-downs to match each column with a custom field that already exists in your account.
Here is a subscriber record for a successfully added subscriber:
Apply a tag: Apply a given tag to the subscriber.
Subscribe to a campaign: Add the subscriber to a particular campaign.
Move from one campaign to another: Move the subscriber from one campaign to another.
Remove from a campaign: Remove the subscriber from a particular campaign.
Restart a campaign: Restart the subscriber from the beginning of a particular campaign.
Remove a tag: Remove a given tag from the subscriber.
Send a one-off email: Send a special email to the subscriber.
Set a custom field: Set a custom field for the subscriber.
Record an event: Record a custom event for the subscriber.
Record a conversion: Record a goal conversion for the subscriber.
Delete the subscriber: Delete the subscriber (and all their data) from your account.
Send the subscriber to another application: Send the subscriber to another service via an outbound integration
Flag the subscriber as a prospect: If lead scoring is enabled, begin lead scoring for this subscriber.
Will Drip upload duplicate email addresses?
No, Drip will not upload duplicate email addresses. If you upload a file containing duplicate subscribers containing updated information, such as tags, custom fields, or other data, Drip will simply update those data sets. If there is no data to update, Drip will ignore uploading those subscribers.
Drip reviews each import in order to maintain a high deliverability rating. We do require that every subscriber on your list has opted in on their own, and not via crawl scripts or downloading email address from social media platforms. Drip does not support purchased lists. You can review Drip's Terms of Service to make sure that you are compliant.