Creating a New List

You can create a new list in Adestra by importing a CSV file. This topic covers what you need to know to prepare the file and create your list.

Preparing the CSV file

The list starts out as a spreadsheet file, and it needs to have a header row. At a minimum, the header should include:

• email address
• first names
• surname

You can add more columns to the header row as you see fit.

The spreadsheet needs to be saved as a CSV file. If you're using a Mac, save it as a CSV windows compatible file.

Creating a new list

When your CSV file is ready, go to the Workspace that you’d like to create the list in, then select the Data tab.

Once you’re in the Data area you’ll see all the Mailing Lists that have been created as part of that Workspace.

To make a new list, click the Create new list link.

The Settings window appears, where you add information like your internal list name, a description, and tags.

Once you Save the List settings you will see the overview of your list.

Upload the CSV file

To upload a new list, select the Import tab.

An import map appears, as Adestra analyzes the header rows in your CSV file and maps those across to your core table fields.

In some cases, not all header row fields map automatically. If that happens, you can manually drag and drop the information you want to map.

When you're satisfied with the mapping, click Import.

Tip: You can also create a list when you create a campaign. To do so, select Create List in the campaign overview screen and follow the same basic process described in this topic.