iImporting Contacts and Leads from Salesforce

You can import contacts and leads from Salesforce.com into EmailLabs.

You can also manage your list and create messages through the EmailLabs module in Salesforce.

1. Log onto Salesforce.com.
2. On your main page, there should be an EmailLabs tab if you downloaded and installed the EmailLabs module. Click this tab.

3. Under Mailing List Name, click the Add Members button for the list you want to add members to.

4. Read the instructions in the Manage Mailing List section and select the option you want in the Add New Members to ... section.
5. In the Upload Options section, choose one or more of the following options:
• Update information for addresses that already exist : You can also choose one or more of the three sub-options:
• Don’t insert new entries, only update existing entries: No new entries will be added to your list.
• When updating a Multiple Selection List field, append not replace: The values of the Multiple Selection list are added to the existing values of the Member’s profiles instead of replacing them. If this check-box is cleared, the fields are replaced.
• If entry is trashed, move it to the Active Email List: Any members who are on the Trashed or Unsubscribed lists are moved to the Active Mailing List if they are present in the uploaded file. This means that unsubscribed members will start receiving email again. To prevent this, move them to your Blacklist before starting the updating process.
• Only upload entries with valid email addresses: An example of an invalid address is one that is missing the @ character.
• Check addresses against enabled triggers: If there is a match between an uploaded address and an enabled trigger, the address receives the trigger.
• Upload this file as a background process: Uploads all records while your session continues. This is useful if you do not want to wait while a large data file is uploaded. You are asked to type your email address; a notification email is sent when the upload is complete. If your file is larger than 500 KB, this option is selected automatically.
• Fix common spelling mistakes: Checks your file for common domain names that are misspelled. The current list contains AOL, Yahoo, and Google. To view the list, click View types of fixes.
6. Upon completion, click Next.