Create CSV import files of customers from OpenCart who are active, subscribed to the newsletter,
and do not have an order marked Shipped within the last 120 days. Long-term subscribers with
older shipped orders (after June 2016) but no recent activity are included. Each store cohort
receives a dated tag filename for upload to Shipping Easy Marketing Contacts.
After generating the files, upload the CSV from your computer to Shipping Easy:
- Login to Shipping Easy.
- Near the bottom of the left menu β click on Marketing, then click on Contacts.
- Near the top of the main window click on the button "+ Add Contacts", then click on "Upload Contacts (.csv)" in the pop-open menu.
- Click on the gray "Browse" button in the Upload Contacts box to find the generated CSV on your computer.
- Click on the file name to select it.
- Click the "Open" button to add it to the Shipping Easy upload window.
- In the Shipping Easy "Upload Contacts" window click on the "Upload" button to send the file from your computer to Shipping Easy.
- In the table below the "Upload Contacts" window, you will see the file you just uploaded β click the "MAP FIELDS" button next to it.
- There are 4 fields in the drop-down boxes on the left under "CSV Column" that need to be mapped to fields on the right under "Contact column".
- Skip the first drop-down menu and click the second drop-down menu, then click on "Firstname".
- Click on the third drop-down menu and click on "LastName".
- Click on the fourth drop-down menu and click on "Email".
- Click on the last drop-down menu and click on "Tags".
- Skip all other drop-down menus.
- Click on the button "Continue". Wait for the Status to change from "PROCESSING" to "READY".
- Click on the button "READY". The list will be displayed.
- Click on the button "Complete Upload".
- Near the top left of the main window, click on the link "Lists".
- Click on the button "Create New List".
- Enter the "Tag" that you used when you created the list in the box "Name new list".
- Enter any optional description you desire to help identify this list in the "Description (optional)" box or leave the "Description" box blank.
- Click on the button "Create List".
- Click on the button "+ Add Contacts", then click on "Add from Existing contacts" in the drop-down menu.
- On the left, enter the Tag in the "Tags" box.
- Click on the blue button "Add #### Contacts".
- You are finished! The new list will now appear in all Shipping Easy list menus.
- When you send the next email campaign, be sure to select the new list you just created.