Ways to add contacts through the enKod interface
In addition to the automatic ways of collecting a contact base, you can add contacts to enKod via the interface:
- via a one-time import of a local file
- by schedule or API from a hosted file
- by adding a single contact, manually filling in all required fields
Manual import
Use files for manual import:
- .csv format (or .zip with a .csv file inside)
- up to 150 MB
- UTF-8 encoded
- comma or semicolon as separators
A file template for importing contacts can be downloaded from this link.
After uploading the file, you must match the columns in the file to the custom fields in your account. By default, the platform will define custom fields by column names, but if the names are not specified or the matching is not possible, it must be done manually.
Please note the valid data type for import into contact fields:
- number - integers, from minus 18 to plus 18 digits;
- fractional number - from 9 characters before and after the dot, including negative values;
- text - any characters, not more than 1024 characters;
- logical - a logical value with values true/false, 1/0, yes/no (in any case);
- date - in the format 1982-12-23, from 1900-01-01 to 2050-12-31;
- date and time - in the format 1982-12-23 12:23, from 1900-01-01 00:00 to 2050-12-31 23:59.
- list - several variants (options) of string values (only one of them can be selected for a contact).
Please note, if information is recorded in the custom fields of the “List” type, if there are new variables in the file (not previously created in the interface), they are created automatically during the import process. This requires a large amount of service resources, so such an import will take noticeably longer.
If any of the custom fields are not created in advance, you can create them directly from the import settings window by clicking on the plus sign on the right.
In the next step of the import, you can assign one or more distribution groups to your contacts. This is an optional step. If you do not select any mailing groups, the import will still be successful.
If there are no available mailing groups in your account or no mailing groups are selected, subscribers are imported into Contacts immediately when you press the Import button. Sending messages to contacts without a mailing group is not possible.
At the same step you can specify whether you want to assign distribution groups to unsubscribes. Possible options when importing:
- Assign a mailing group to all contacts. If a contact has previously unsubscribed from one or all mailing groups, they will still be imported and assigned to the selected groups.
- Assign a distribution group to all contacts except those who unsubscribed from the selected distribution group. If a contact has previously unsubscribed from a selected mailing group, he/she will be imported into Contacts, but will not be assigned the selected mailing group.
- Assign a mailing group to everyone except those who have unsubscribed from all mailing groups. If a contact has unsubscribed from all mailing groups at once, the contact is imported into Contacts, but no mailing group is assigned to it.
Removing a contact causes it to unsubscribe from all mailing groups, but since unsubscribing in this case is only a technical necessity, these contacts will not be defined as unsubscribers from their groups when importing them (and, consequently, restoring them from the removed ones). At this step we will check unsubscribes from messages via a contact card, segment or scenario.
After clicking on the “Start reconciliation” button, you can find your file ready for import in the Imports section. If you hover over the import line, the “Start import” button will appear.
It is not recommended to do reconciliation and import at the same time. Reconciliation will show the result, while import will add new contacts, so the reconciliation result may be displayed incorrectly.
In the import settings window, you can choose what to do with new contacts and with contacts that are already in the platform. A successful import has the status “Import completed” in the list of imports.
You can see the import history in the list of imports by hovering the cursor over the required line and pressing the “Open history” button
When importing contacts in any way, we reject:
- incorrect in structure and syntax
- email addresses for which no MX record exists
Removing import
Autoimport and manual import can be removed. Depending on what buttons appear when you hover over the import line, you can remove either in the import line using the remove button, or in a modal window that appears by clicking on “Open history”
Automatic import (Autoimport)
If your database is not stored locally, you can set up automatic transfer of contacts to enKod from a specified URL. We will import contacts on a schedule, or you can run the import via API. You will only need to configure it once.
Create an automatic import in the Data ➔ Imports ➔ Create Import ➔ Automatic ➔ Auto Import Contacts.
There are four steps to set up an import:
In the first, specify:
- Import name (will be displayed in the list of auto-imports in the interface)
- URL - link (http/https) to the file with contacts, acceptable formats .csv or archives (with .csv file inside)
- Login and password - fill in if access to the file is restricted
The next step repeats the manual import of contacts - match columns in the file with custom fields in enKod, configure the import method for new and existing contacts.
At the “Select mailing groups” step, specify which groups to subscribe contacts to during import and by which rule to subscribe.
On the last step you should choose how to run automatic import - API (from your internal system or from a third-party service). by API (from your internal system or a third-party service) or on a schedule (for example, every hour or once a day at a specified time).
The created auto import will be stored in the list of auto imports. By clicking on “Open history” you can view the last 4 runs in detail (how many contacts were added, how many were updated, how many we considered invalid), check for errors (we will disable auto-import if we can't get the file by the link three times in a row). In the same window you can force auto-import, edit or delete.
You can create an unlimited number of imports that will work independently.
Adding a single contact manually
You can add contacts one by one manually via Contacts ➔ Actions ➔ Add Contact. For each contact added in this way, the data is entered in a pop-up modal window:
By clicking on “Add” the contact appears in the platform.