To send your direct mail campaign you'll need a mailing list (recipients). You can upload this as part of a campaign setup journey or from your dashboard, at any time.
Here is a step-by-step guide for uploading your recipient data:
Important points when uploading your data
Single sheet (CSV) data files
Only single sheet data files can be accepted.
CSV is the accepted file type as this only saves as a single sheet document. Stannp.com will convert alternate file types (such as xls or xlsx) to CSV. If your file contains multiple sheets, only sheet one will upload. This means any data or formulas, on others sheets, will not be saved.
Essential address data
Address line 1 (house name/ number and road name) and the postal/zip code must be mapped correctly in order to verify against the postal provider database (Royal Mail, USPS, Canada Post etc.). Addresses that do not match will save as unverified. These may still deliver and may incur an additional cost.
Read more about Address Verification here.
Retain cell content starting with '0'
To ensure cell content, such as telephone numbers or reference numbers, starting with '0' (zero) are accurately retained in your data file, you should untick the 'Remove leading zeros and convert to a number' (image 1 below) option in your Excel settings or convert your cell style from 'General' to 'Text' in the 'Home' tab (image 2 below)
Image 1:
Image 2:
View and manage all of your recipient groups in one place
Click 'View' on your recipient group to view, edit, add to, and manage your recipient data within that group.
Adding data with custom fields
If your data file contains any custom column headings, these will automatically be uploaded with your data file. You can choose to map these or skip them (untick the heading or select 'Skip Column').
Previously added matching custom fields will map. Example below: 'birthday' was previously added and has mapped.
New custom fields (column headings) will be created as 'New Custom Field' and will match next time. Select the preferred data type from second drop down list.
The options are dates with two format options and single or multi line text. Image examples below.
When using custom variable fields we always recommend making the variable first in the column settings rather than generating it here.
Read more about creating custom variables here
The final steps:
- Name the recipient group so it's easy to find later (or add these recipients to an existing group)
- Decide what should be done with any duplicated entries that could feature in your other recipient groups. If you want to make sure all of your recipients are uploaded, we recommend selecting the "insert all duplicates as unique records" option.
Then select your default country and and click 'Import Recipients'.
Once uploaded, more details will be made available to show processing results and address verification status.
Select the data when creating a bulk campaign and you're off!