The first important step before you can start using Encharge is to import your existing audience.
On the People page follow the steps below:
Make sure there is a header row with a descriptive name for each column.
If the import was successful Encharge will find the headers in your table and the number of people found in the spreadsheet along with a preview of the first person.
If the data looks correct, click on Continue. Otherwise, click Clear and re-import your spreadsheet.
Next, map your spreadsheet's fields (on the left) to a corresponding Encharge field (on the right). Encharge doesn't match fields automatically, so make sure you map everything.
If you're importing a custom field and don't yet have a corresponding custom field in Encharge, you can create one by clicking “Create new field”:
Click on Save once you're done with mapping your fields.
If you'd like you can tag all people from this import.
By default, Encharge creates an automated tag with the following structure:
For example, if your file is named "people-list.xlsx" the automatically created tag is going to be "imported-from-people-list.xlsx-on-09/26/2019"
If you'd like to remove the tag, just click on the X next to it.
To create a new tag just start typing and click on Create or press Enter.
Tagging people from an import is optional. If you don't want to tag them, just remove the automatically generated tag and click Continue to proceed to the last step of the import.
You'd be asked how you prefer to handle duplicates — i.e. people that already exist in Encharge. Encharge uses the email address to determine whether a person is a duplicate.
There are 2 options:
Update — all people records that already exist in Encharge will be overwritten with the data from this import.
Ignore — if a person record already exists in Encharge, Encharge will ignore it.
As a last step, you'd be asked to confirm that you have the right to email the people being imported.
When you click on Continue you will get a Success message.
Depending on how many people you're importing, your import may take from a few seconds to several minutes. You don't need to wait on this page. Once the import is completed you will receive an email from [email protected] You can also track the Status of your import on the People Imports page.
Apart from Importing, there are a number of different ways and integrations to get people in Encharge like website forms, API, Webhooks, Zapier, Segment.com and Stripe.
If you run a software product or a mobile app, you can bring in users from your app automatically in Encharge. Learn how to connect your app to Encharge.
From logging in Encharge to activating your first automation flow, we've compiled a list of your first action items.
Step 3: Import people