This article will review how to import into ROI and create a list. Please review our article on Flat File Formatting for additional information about how to format your file before import. **Please note, the list function is a recently added enhancement and might not be turned on in your account yet. To have this feature enabled, please contact support@rightoninteractive.com.**


For more general information about ROI Lists and how to use them, please refer to our article on Lists here


Create a New List

 

Step 1. Navigate to the Data Tab>Lists


Step 2. Click "Create New List"


Step 3. Add a Name and a Description to the List, and a folder if you are utilizing folders to sort. Then, click "Save"


Add Contacts to the List

 

Step 1. There are two different views that you can use to add contacts to the newly created list- from the saved screen of the individual list, or from the primary list screen.

a. From the saved screen, you can click the arrow to view the drop-down menu. From this menu, you can select to "save as," "delete," "export," or to "view contacts," "add single contact", "import multiple contacts." To add contacts to the list, you can select to add a single contact or to import multiple contacts. Both of these options are described in Step 5. 


b. You can also select "return to lists," which will take you to the main Lists page in ROI. From here, you can select the drop-down menu next to the "edit" button to "view," "add single contact," "import multiple contacts," "export," or "delete." To add contacts to the list, you can select to add a single contact or to import multiple contacts. Both of these options are described in Step 5. 


c. The "View" screen also has an option to click to either add a contact or to import contacts


Step 2. Now, you are ready to add contacts to your List. There are two options for this that are outlined below, depending on if you are adding a single contact already in ROI to the List, or if you are importing multiple contacts to the List. 

Add Single Contact
This allows you to add a contact that is already in ROI into a particular list. To add the contact, you can search using either the contact's name, or email address. 


Import Multiple Contacts
Before importing a file into ROI, please review the Flat File Formatting

Step 1. 
  • Field Delimiter: Comma ( , ), Pipe ( | ), Tab
  • Text Qualifier: None, Double Quotes ( " )
    • For a .csv file, we recommend using a Comma Field Delimiter and a Double Quotes Text Qualifier
    • For a .txt file, we recommend using a Tab Field Delimiter and a Double Quotes Text Qualifier
  • First Row Contains Columns Names: Check yes if your import includes column headers
  • Delete existing data before import: Only check this box if you want to delete all data in the table field before import. Contact support @rightoninteractive.com if you are considering using this feature, as it is typically not used. 
  • File: Choose the file you would like to import, and select Upload File
Step 2. 
    • Make sure the Contacts Table is selected as the Destination Table
    • Make sure the list you would like to import to is selected
Step 3.
    • The "Setup Field Mapping" section will auto-fill the Source Columns from your file on the left. The Destination Column for each field needs to be selected. All columns in the file must already exist on the chosen table. Make sure to choose a deduplication key (such as Email) for the import. This will prevent Contacts already being stored in ROI to be duplicated based on the chosen field.


Step 4. 
    • Input the email address you would like notified when the import is complete or if it fails. Click "Import" and wait for the email notification. 

Add a Contact to an Existing List

  • After multiple Contacts have already been imported to a List, you have the ability to add a single Contact from ROI to that created list. 
 1. Click to View the List


2. Click to "Add Contact"


3. Search for the Contact in ROI that you would like to add- you can search for the contact by name or by email address.


Importing to a List from Imports/Exports

  • Create the List in ROI that you would like to import to
  • Follow the steps to Import a Flat File
  • Select the List in the import 



For additional information about Lists, please refer to our Lists article here, and please contact support@rightoninteractive.com if you have any questions.