Importing a Just Listed Sold Mailing List
The Just Listed and Just Sold feature sends postcards on your behalf which can generate leads, and makes it simple for you to follow-up with them. By default, the mailing addresses for the postcards are automatically selected for you, using addresses from within the immediate area of the subject property (your Listing or Closing). If you prefer, you can specify your own mailing list by importing the addresses yourself.
To import your own mailing list you must have the addresses in a specially prepared XLS or CSV file.
Step 1 - Prepare the data file
First you will need to prepare your CSV or XLS file to conform to the Just Listed/Sold Postcard file requirements. The minimum number for addresses to include in the file is 100 and the maximum number is 2000
Note: When importing XLS files, only one worksheet is supported. If your XLS file has data on multiple worksheets, it is recommended you save each worksheet as a separate .CSV file before importing. You can then import each file separately.
The data in the file must be formatted in a very specific way. All import files must contain the following field types, and each field must contain less than the maximum number of allowed characters:
- First Name (64 characters max.)
- Last Name (64 characters max.)
- Street Address (50 characters max.)
- City (30 characters max.)
- State (short name or long name is accepted)
- Zip Code (10 characters max.)
Step 2 – Import the Farm
From the Top Marketer Control Panel select Postcards and then click Manage Address Lists. Select the option “click HERE” to upload a new custom address list.
Provide a name for the file you are uploading. Since you can upload multiple lists, this name will help you identify the import list. The name will not appear on any printed material. Click the Browse button and select the import file. Once the file is selected click Upload File to import the data and validate the addresses.
If there are no errors in the file you will get the following confirmation screen indicating the file was successfully loaded.
Top Marketer allows you to import multiple lists. To import another file, click the Upload a new list option and repeat the above steps.
If there are errors in the file, you will be presented with a summary as well as how many records are affected by each error. You can cancel the import at this time and make corrections to your import file or you can correct the error using the import utility.
Below the summary of errors you will have the opportunity to edit each address row that contained an error. Click Edit in the right hand column to make corrections to the corresponding record. Once you are done editing the record click Update Record and the address is validated again.
Note: You are not able to delete duplicate records from the import utility.
After you have imported your mailing list, you will be able to select that list of addresses when sending your Just Listed/Sold Postcards.
