Skip to main content

Notifications

Customer experience | Sales, Customer Insights,...
Suggested answer

Best Way to Import List of Emails

(0) ShareShare
ReportReport
Posted on by 15

Hello,

We recently purchased a list and would like to enter them into a customer journey to receive emails. Is there a way I can import the list into Dynamics Marketing somewhere as a segment?

Thanks,

Mariah

  • Suggested answer
    cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Best Way to Import List of Emails

    Hi Mariah,

    Is your purchased list an excel file?

    If so, you could refer to following process:

    1. Create a custom single line text field for Contact entity to identity origin source of contacts.

    2. Add a new column to your list, set the value of all rows in this column to "xxx-list".

    3. Create a custom view of Contact entity, columns of the view are matched to columns of list file.

    4. Create an excel template, copy data from the list to the template file, then import data by uploading the template.

    The following tutorial is about how to create excel template and import data:

    https://coderscollection.wordpress.com/2018/03/15/setting-data-management-data-maps-data-import/

    (By default, the template may has some existing records, we need to clear content of the xlsx file, otherwise existing data might be overwritten by contacts of list.)

    5. Check whether import job was successful in Settings > Data Management > Imports.

    6. Create a marketing list, query contacts that are imported from xxx-list with filter by using "Advanced find", the filter is: new_originsource(the custom field) equals to "xxx-list".

    pastedimage1597719948422v1.png

    7. Create a segment which is based on a specific marketing list.

    pastedimage1597720024478v2.png

    8. Now you can run a customer journey for contacts in list to send them emails.

    Regards,

    Clofly

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Announcing Forum Attachment Improvements!

We're excited to announce that attachments for replies in forums and improved…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,969 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,842 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans