Adding Contacts

If you’ve joined us directly from Shopify or BigCommerce, then any contacts and customers from your store will automatically sync to Rare. But if you’re like most Rare users, you’ll have multiple lists of contacts in several different places, such as from a popup on your website, a lead generator, or a different email marketing app like MailChimp.

There are lots of ways to easily connect your contacts to Rare, including direct integrations and manual uploads. Let’s learn how!

In this document you’ll find:

Importing Contacts via CSV

Third Party Integrations 

 

Importing Contacts via CSV

With Rare, you have the ability to manually import customer lists through CSVs, or Comma Separated Value files.

These contacts will be auto-imported into the Prospects segment, but you can also organize these contacts by choosing to upload them into custom lists.

 IMPORTANT NOTE: CSV files must be uploaded in a specific format. Find out more here in our CSV guide and demo

 

Importing to the Total Group

Once your CSV is formatted correctly, you can head over to your Account Name drop-down and select Contacts from the list.

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On the left hand side click the Manage Contacts drop-down and select Import Contacts:

ImportManage.png 

From here, select the ‘Upload CSV or text file’ button to upload your CSV:

ImportManage__1_.png

The last step is to ensure that you have permission to email everyone on your contact list with marketing materials. Select the checkbox to confirm that you have secured permission via Double Opt-In, and upload your file!

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Uploading a CSV can take several minutes depending on the size of the list, but you don’t need to stay on this page until it’s finished. We’ll email to let you know when it’s done!

 

Importing to a Specific List

To add contacts to a specific List head over to your Lists tab and click “New List/Segment”. Then select “New List” on the left.

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This is where you can create a new List that will consist of only the contacts you specify: 

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The next step is to give your list a unique name that will help you to easily identify it later when you’re choosing which customers to send your Mailouts to.

 Lists___Segments___Rare.io_2018-01-16_14-58-55.png

Once you’re inside your new List, select the Manage Contacts drop-down and then choose "Import Contacts".

Lists___Segments___Rare.io_2018-01-16_15-00-03.png 

From here, select the “Upload CSV or text file” button to upload your CSV.

The last step is to ensure that you have permission to email everyone on your contact list with marketing materials. Select the checkbox to confirm that you have secured permission using the Double Opt-In capability, and upload your file!

 Monosnap_2018-03-23_11-52-19.png

Uploading a CSV can take several minutes depending on the size of the list, but you don’t need to stay on this page until it’s finished. We’ll email you when it’s done! 

 

Importing from a Text File

Importing from a text file follows the same procedure as importing a CSV for the first several steps. The only difference is that instead of a CSV file you’ll be uploading or copy/pasting a text file containing entries that follow this format:

| email1@domain.com, FirstName, LastName, Tag |

| email2@domain.com, FirstName, LastName, Tag | 

 

Third Party Integrations 

Rare also makes it easy for you to add contacts through integration to another platform or app. Click here for a complete list of our App Integrations, or click on a specific one below:

MailChimp

Zapier

JustUno

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