To send marketing emails effectively, users need to import customer data into the system, allowing emails to be sent to selected customer lists.

Steps to Import Customer Data in BizMail:

Step 1: Add Contacts

• Click Add contacts

​​ Step 2: Choose an Import Method

• We offer 2 ways to import customer data:

1. Upload an Excel file (most commonly used)
2. Sync from Google Drive (less frequently used)

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• Choose Upload an Excel file and select the customer file.
• If you don’t have a data template, download the sample file provided by AIBizmail.
• Click Next.

Step 3: Map Data Fields Once the file is uploaded, the system will direct you to the "Map Data Fields" screen.

• This feature allows users to personalize email content, reducing the chances of emails being marked as spam.
• Assign the imported data to the appropriate data fields.

​​ ⚠ Adding Custom Data Fields If the system does not have a field for certain data, users can create a new one:

1. Field Name
2. Field Key (must be in lowercase, no spaces, no accents).
3. Select Data Type.
4. Click Create New, and the field will be available in the "Project Information" section.

​ Step 4: Review and check for duplicates 

• Click Review and check for duplicates to ensure data accuracy.​​

Step 5: Assign Customers to a List Since Bizfly Email Marketing sends emails based on customer lists, users must:

• Add customers to a list (required for email campaigns).
• Set the customer source (e.g., Website, Chatbot, CRM) to track where the data came from.
• Check for errors:

• If emails have issues, download the error report file to fix them before re-uploading.

• Click Add customers to complete the process.

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• Click I Understand to proceed.

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Step 6: Check Email Validity

Review Email Status:

• Valid or At Risk → Safe to use for email marketing.
• High Risk → Remove these emails to avoid wasting email credits, as they are unlikely to be deliverable.
• Unauthenticated → Wait for the final authentication result

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Step 7: Finalize the Customer List

• Once the customer data is filtered and verified, the import process is complete, and the data is ready for Bizfly Email Marketing campaigns.

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