Before you can send messages in Cordial, you'll need to import your contacts. While you can add contacts to Cordial one at a time, you'll most likely import them using a one-time or recurring data job. You can perform bulk contact updates and actions in combination with your data job.
- Visit our Import Contacts: Prerequisites article to learn about creating your data file and completing the other necessary steps before you can import contacts in Cordial.
- Visit our Data Automations article to learn more about data jobs in Cordial.
Import contacts via data job
1. Log in to Cordial and navigate to Data Jobs > Create New Data Job.
2. Fill in the Name and Tags fields. For Type, choose either One-time or Recurring. Assign a Priority for the job and click Continue.
3. From the Data Job creation window, click Edit in the Data Source pane. Choose External for your Data Source.
4. Choose what Data Collection to use. For our example, we'll use a local CSV file. Click Continue and follow the prompt to upload the file.
5. Under Data Mapping, select Contacts as your Data destination.
6. Choose the desired Import option:
- Insert new records and update existing records
- Only update existing records (ignore new records)
- Only insert new records (ignore existing records)
7. Map your data file columns to the appropriate attributes.
- For attributes and lists that already exist in the system with the same name as the header column, they should be automatically mapped.
- For attributes that have a different name than the header column, use the dropdown to map to a previously created attribute in the system.
- You can also select the Ignore checkbox to ignore the column entirely.
9. While configuring Data Mapping, you can perform the bulk contact updates described below (if needed).
10. Choose whether or not to trigger any actions as a result of your import.
11. If the job is recurring, click Recurring on the left sidebar and configure the desired settings in the Schedule pane.
12. In the On Completion pane, enter an email address where you'd like to receive a notification when the job is complete.
13. Click the Run Data Job button on the left.
Perform bulk contact updates
You can perform the following bulk contact updates and apply changes to all importing contacts without having to go back and alter your CSV file:
These updates can be performed during your initial mapping set up or after your data job has started running.
2. In Data Mapping, click the plus icon to add a list column for the bulk action you want to perform.
3. In the Select column type dropdown, select from the following update options:
- Add to list
- Remove from list
- Set email subscription status
- Populate an attribute
Add to/ Remove from list
The Add to/ Remove from list actions allow you manage list content during the import. Once you've selected Add to list or Remove from list, you'll see a dropdown containing all existing lists in the system.
You can also add a new list to a data job. Choose Add to list and then select Create new list from the second dropdown.
Set email subscription status in bulk
You can set email subscription status in bulk by adding a new data column and selecting Set email subscription status.
For New Contacts you can:
- Set as subscribed
- Set as unsubscribed
- Set as status 'none'
For Existing Contacts you can:
- Leave as is (do not update)
- Set as subscribe
- Set as unsubscribed
Populate an attribute
You can update an attribute for all imported contacts at the same time. Select Populate an attribute, and choose the name of the attribute to be populated from the dropdown. You can also create a new attribute and set a value for it by selecting Create a new attribute from the dropdown.