Importing with a CSV File
To run a CSV Import you will need a .CSV file with the contacts/domains you would like to import into Pitchbox. This file can be any combination of web and email addresses, just email addresses, or just web addresses (including any personalization data along with it). This list can be created in a Microsoft Excel or Google Sheet document, but must be saved as a .CSV (comma-separated value) to be uploaded.
Select “Yes” for headers. Then simply select the blue “Import” button. When your list is imported you will see all of your columns. Pitchbox will try to match actions to these headers.You will need to match additional columns that may fall under the category of a New Personalization Field (i.e. Blog Name, Blog Type, etc)
Once your CSV is imported, simply click “Next”. If you have multiple email addresses from the same domain, you will be given the option to consolidate them into one opportunity. You can do this by checking the emails you’d like to consolidate and click “Consolidate”.
When importing email-only opportunities, you will be given the chance to name these opportunities as you see fit in the Personalize step (i.e. Bob at Pitchbox). Until you name them they will be labeled in the “Inspect” step as “Contact Based Opportunity” or “Multi-Contact Opportunity” (if you consolidated emails).
Importing with Plain Text
In addition, you are also able to import utilizing our text box to import your domains or contacts (or both). To access this, click the tab that says “Plain Text” shown below. Then simply copy and paste your opportunities one by one in the text box.
Once you’ve added your list to the Plain Text Field, you can select “Next” and, if you have any email addresses with the same “@domain.com” you will be prompted to either consolidate them into one opportunity or skip.
Just like with CSV imports, you will be given the chance to name these opportunities as you see fit in the Personalize step (i.e. Bob at Pitchbox). Until you name them they will be labeled in the “Inspect” step as “Contact Based Opportunity” or “Multi-Contact Opportunity” (if you consolidated emails).
If you’re importing domains and email addresses and would rather the system didn’t find additional email addresses check out this article.