SightMill: Using tags in your CSV email contact list import for NPS surveys

Importing contacts: Using tags in your CSV email or SMS contact list import

You can include tags within a CSV file of contact data to provide additional information about each contact.

Tags provide a great way of viewing your results by the metrics that are most important to your business. For example, you could include tags about the contact's country, or office location, or sales rep, 

When you use import contact data using a CSV file, each contact is on a different row and each contact has eight fields
  1. firstname, 
  2. surname, 
  3. email address, 
  4. segment, 
  5. spend, 
  6. product, 
  7. tag, 
  8. owner
The tags field can contact a single tag or multiple tags. If you include multiple tags, you will need to enclose them in one pair double of double quotes and separate each tag with a comma. For example:

"tag1, tag2, tag"

These fields can contain any additional information you want to store with the feedback for a particular user. A few examples would be to include the user's email address if they have an account on your website, or the product they have just bought, the price (or spend) for the product.

Here's an example of a simple CSV file with a header row and two data rows. The first contact has just one tag (Chicago) and the second has two tags (Chicago, service) which you can see we have enclosed in double-quotes:
Firstname,Lastname,Email,Segment,Spend,Product,Tag,Owner

This example 1:
Jessica,Stickle,hayley-sw1@example.org,Retail,$1500,Bronze-plan,Chicago,CF
Will give you a record with these entries:
First name: Jessica
Last name: Stickle
Email: hayley-sw1@example,org
Segment: Retail
Spend: $1500
Product: Bronze-plan
Tag: Chicago
Owner: CF
This example 2:
James,Smith,james@example.org,Retail,$1500,Bronze-plan,"Chicago,service",CF
This will give you a record with these entries - note the two separate tags:
First name: James
Last name: Smith
Email: James@example,org
Segment: Retail
Spend: $1500
Product: Bronze-plan
Tag: Chicago, service
Owner: CF

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