2. Do one of the following:
• If you are importing from a vCard file, review the matches between Campaigner's
contact fields and information in your contacts file, as described in Match Contact
Fields to Contact File Columns
• If you are importing from an online service, click Next.
Match Contact Fields to Contact File Columns
The Import Contacts wizard must be able to identify how information from the contacts file
corresponds to Campaigner's contact fields. For example, the Import Contacts wizard must
know which column from the contacts file contains email addresses. This column
corresponds to Campaigner's Email contact field.
The Import Contacts wizard attempts to automatically match contact fields with columns from
the contacts file. If the wizard can't automatically determine which column represents email
addresses, you must manually match the Email contact field to a column from the contacts
Optionally, you can choose to manually match contact fields and columns, or change any
match that Campaigner determined automatically. For example, your contacts file may
include a Status column that identifies contacts who have indicated they do not want to be
contacted by email using the value "Unsubscribe". You can match this column to
Campaigner's Status field. Using this approach, you will identify which imported contacts
should not be included as recipients of email campaigns.
With the exception of the Email contact field, you can also unmatch any contact field.
Columns in the contacts file that aren't matched to a contact field are not imported. Note that
vCards can contain more than one email address field and address, only one of which can be
matched for all contacts.
If you find that no existing contact field is appropriate for columns in the contacts file, you can
define custom contact fields
. For example, create a Birthday contact field if the contacts file
contains information about birth dates.
Note: If possible, create the custom contact fields you'll need before adding any contacts to
Campaigner to ensure that the same types of information are available for all contacts.
1. In the Import Contacts wizard (Step 2), do one of the following:
• If you are importing from a Microsoft Excel file or a .csv file, review the default
matches between contact fields and columns from the contacts file. If the Import
Contacts wizard cannot automatically match the Email contact field to a column in the
contacts file, it displays an error message indicating that you must match this contact
If you want to change any matches or if the wizard was unable to automatically match
the Email contact field to a column from the contacts file, click Modify Field
Matching and go to Step 2.
If you do not want to change any matches, go to Step 4.
Campaigner User Guide