If you are new to Postscript, you can upload a list of SMS subscribers you collected on another platform. In order to do so, you'll need to ensure and certify that you collected these subscribers in a TCPA-compliant manner. By uploading an existing subscriber list, you can:
- Jumpstart your Postscript SMS marketing efforts with a solid subscriber base.
- Start viewing the effectiveness of campaigns and automations as opposed to waiting for enough subscribers to measure effectiveness.
- Create more curated SMS experiences for these users than previously available (i.e., engaging welcome series automations).
In this article, we'll walk you through how to upload your subscriber list and recall a list upload via segment creation.
Navigating to Subscriber List Upload Request Form
- From your Postscript Dashboard, select your shop name.
- Select Subscriber List Uploads.
- Next, select the Create Upload Request button in the top-right.
Completing the Subscriber List Upload Request Form
To ensure your list upload request is processed as quickly as possible, please familiarize yourself with your subscriber list (CSV) before proceeding. Incorrectly completing the list upload form could result in delays.
- Contact Email: Enter your contact email.
- Postscript customer status: Read each description (New, Current, Returning) and select the one that best describes your brand.
- Where was this list collected/exported from?: Specify where your subscriber list was collected/exported by selecting the correct platform/channel from the dropdown. If the platform or channel is not present, select “other” and provide a description of the collection method.
- Select subscriber list CSV file: Attach your subscriber list in CSV format. Once uploaded, you will be prompted to answer some questions about it.
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Are there any unsubscribed phone numbers on this list?: Specify whether the CSV includes phone numbers not currently subscribed (i.e. opted-out or never opted-in). If you select Yes, you will be prompted to answer the following questions:
- Header of column containing subscription status: Select the CSV column header that indicates whether or not a phone number is subscribed (e.g. Accepts SMS Marketing, SMS Marketing Consent))
- Unsubscribed cell value: Select all words/values that indicate a phone number is not currently subscribed (e.g. UNSUBSCRIBED, No, [Blank] . (You may select more than one).
- Header of column containing phone numbers: Select the CSV column header that contains the subscription phone numbers (e.g. Phone, Phone Number).
- Header of column containing emails: If your CSV contains email addresses, select the CSV column header that contains them.
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Subscriber tags: By default your list will be tagged with UPYYMMDD (e.g. UP240930). If you would like additional tags, enter them here separated by a comma.
- Note: Tags are case and character-sensitive. How you enter it in the form is how the Postscript team will tag it in the app (e.g., facebook vs. Facebook, Oct_Giveaway vs. Oct Giveaway).
- Review your answers for accuracy and select the Submit Request button.
- A Review and confirm subscriber list upload request pop-up will display. Review the post-processing number of valid and invalid numbers, and read the certification statement. If you agree that your list meets the certification requirements, check the corresponding box and click on the Confirm Request button.
- You can view the status of your list upload here.
List Upload Compliance
Postscript is serious about compliance. Damages for non-compliant text messages can be $500-$1,500 per message under the TCPA, so it is imperative that you ensure you collected your subscribers compliantly according to all applicable regulations.
To learn more about TCPA compliance, you can read our Compliance Guide.
What's Next?
Our team uploads and tags subscriber lists in 3 business days. You'll receive an email notification when your list upload is received and once a team member starts the process. You will see a popup notification within your Postscript dashboard upon a successful list upload.
Please ensure that subscribers' statuses are clearly marked. If they are not clearly marked as either opted in or opted out, expect delays in processing time while we work with you to confirm each subscriber's opt-in status.
Once you've got your imported subscribers into Postscript, consider sending out a welcome message via a campaign that lets them know about your new number.
Create a Segment for a Tagged Uploaded List
Once the Postscript team has uploaded a subscriber list, you can create a customer segment using the tag(s) that will allow you to reach out to the subscribers that were included in that particular list upload. You may consider creating a segment of recently uploaded subscribers to introduce these subscribers to your new toll-free number or short code or send them a personalized welcome series campaign.
- Select Messaging in the side menu of your Postscript dashboard, then select Segments.
- Select Create Segment in the top-right corner of the page.
- Name your segment. It might help to include List Upload and your tag name so you can easily identify it when selecting it for a campaign.
- Select Subscriber Tags from the Segment Criteria drop-down.
- In the Value field, enter the name of your tag.
- Note: Tags are case and character-sensitive. You will need to enter the tag exactly how the Postscript team tagged it in the app. Once entered, the number of members in your segment should refresh.
- Select Save Segment in the bottom-right corner of the page.
Additional Resources
- Review how to export a list from Klaviyo.
- Understand how to export your list from SMS Bump.
- Review this guide for requesting a subscriber export from Attentive.
- See how to export your SMS subscriber list from Emotive.
Get Support
Have questions? Please feel free to reach out to our wonderful Support team at support@postscript.io or via live chat. You can also submit a support request here!
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