What are the best practices for importing email contacts and what fields are required?

Summary

Importing email contacts requires a multi-faceted approach focusing on consent, data quality, sender authentication, and ongoing maintenance. The email address is the essential field, but obtaining and verifying explicit consent through methods like double opt-in is paramount to comply with regulations like GDPR and maintain a good sender reputation. Data hygiene involves cleaning lists by removing duplicates, invalid emails, inactive contacts, and utilizing suppression lists. Segmentation helps tailor messaging, improving engagement and reducing unsubscribes. Sender authentication (SPF, DKIM, DMARC) and ongoing list scrubbing are critical for deliverability. For ESPs, pre-contract list checks and sandbox environments help manage client performance.

Key findings

  • Email Address is Key, But Not the Only Factor: While the email address is the only technically required field, the quality and consent associated with that address are far more important.
  • Consent is Non-Negotiable: Explicit consent is critical, and ESPs must take steps to verify this consent, especially for 3rd party lists. Implement a double opt-in to improve consent.
  • Data Hygiene is Ongoing: List cleaning and validation are not one-time tasks but require continuous effort.
  • Segmentation is Powerful: Segmentation helps tailor messaging, driving engagement and reducing unsubscribes.
  • Authentication Protects Reputation: Implementing SPF, DKIM, and DMARC is crucial for preventing abuse and maintaining deliverability.
  • ESPs have a Responsibility: ESPs should implement safeguards like pre-contract list checks and sandbox environments to protect their reputation and deliverability.

Key considerations

  • Legal Compliance: Be aware of and comply with data privacy regulations like GDPR and CCPA.
  • List Source: Understand the origin of your list and ensure proper consent was obtained.
  • Validation Tools: Invest in and utilize email validation tools to improve data quality.
  • Suppression List Management: Implement an automated system for adding bounces and opt-outs to suppression lists.
  • Authentication Implementation: Configure SPF, DKIM, and DMARC records for your sending domain.
  • ESP Onboarding: For ESPs, establish a robust onboarding process for new clients.
  • Client Communications: Clearly communicate list import requirements and best practices to clients.

What email marketers say
11Marketer opinions

Importing email contacts requires attention to consent, data hygiene, and ongoing maintenance. Explicit consent, often verified with double opt-in, is paramount for compliance with regulations like GDPR. Essential fields include email address and optionally first name for personalization. Pre-import cleaning involves removing duplicates, validating syntax and email existence, and segmenting the list. Post-import strategies include welcome series, segmentation, personalization, and analytics tracking. Furthermore, ESPs should conduct pre-contract list checks, suppress unsubscribes and bounces, and start clients in a sandbox environment. Continual monitoring of metrics like bounces and complaints is vital for maintaining deliverability and a good sender reputation.

Key opinions

  • Consent is Crucial: Explicit consent is required before importing contacts, and double opt-in is recommended to verify.
  • Data Hygiene Matters: Cleaning lists by removing duplicates, invalid emails, and inactive contacts is essential.
  • Segmentation Enhances Performance: Segmenting lists improves targeting, engagement, and deliverability.
  • Ongoing Maintenance is Key: Regular monitoring of bounces, complaints, and engagement is necessary to maintain a healthy list.
  • ESPs Should Implement Safeguards: ESPs need to have pre-contract list checks and monitor client's performance to ensure deliverability.

Key considerations

  • Legal Compliance: Ensure compliance with regulations like GDPR and other privacy laws when importing contacts.
  • List Validation: Implement validation processes to verify email syntax and existence.
  • Suppression Lists: Utilize suppression lists to exclude unsubscribed and bounced addresses.
  • Post-Import Engagement: Implement welcome series and personalization to engage new contacts.
  • Performance Tracking: Monitor key metrics like bounces, complaints, and engagement to assess list health and adjust strategies.
Marketer view

Marketer from Email Geeks suggests that depending on the use case, a language preference could be helpful for international audiences. Also suggests consent history, consent split by channel, a quality rating and fields for segmentation may be useful.

July 2021 - Email Geeks
Marketer view

Email marketer from MailerLite Blog explains to always obtain explicit consent before importing contacts. They stress the importance of complying with GDPR and other privacy regulations, and suggest using double opt-in to ensure consent is verifiable.

April 2024 - MailerLite Blog
Marketer view

Email marketer from Sendinblue Blog shares that required fields are mainly an email address to send to and optionally the first name for personalization.

August 2021 - Sendinblue Blog
Marketer view

Marketer from Email Geeks recommends starting customers in a sandbox with limited outbound sending, promoting them based on performance. Suggests reminding customers to request suppression lists from previous ESPs before importing.

February 2023 - Email Geeks
Marketer view

Marketer from Email Geeks shares their experience at an ESP, noting friction between sales and deliverability teams. Suggests pre-contract list checks for larger contracts, suppressing unsubscribes, bounces and complaints, and aligning sales incentives with customer viability.

May 2023 - Email Geeks
Marketer view

Email marketer from HubSpot Blog answers that it is important to segment and clean up your list of contacts. Remove any contacts you haven't contacted in a while and old or inaccurate data.

October 2023 - HubSpot Blog
Marketer view

Email marketer from G2 Learning Hub shares you should ensure that after you upload you should use segments, personalise, and track analytics. These features are essential to your marketing strategy.

July 2021 - G2 Learning Hub
Marketer view

Email marketer from StackOverflow answers that you should always validate your email list. Check the syntax, check for disposable emails, and check if the email exists.

February 2023 - StackOverflow
Marketer view

Email marketer from Reddit explains the need to ensure that duplicate email addresses are removed before uploading to an email marketing system. This helps avoid spam complaints.

March 2022 - Reddit
Marketer view

Marketer from Email Geeks shares their company's approach of using a dashboard of key indicators like bounces and complaints to align practices with customers. Explains that accounts that don't improve are isolated or closed.

June 2024 - Email Geeks
Marketer view

Email marketer from DigitalMarketer Blog shares that once you import your contacts, put them into a welcome series. This can increase engagement and deliverability.

November 2024 - DigitalMarketer Blog

What the experts say
5Expert opinions

When importing email contacts, the minimal required field is the email address itself, provided there's existing contractual consent. Experts emphasize verifying consent, often through client certification and tools like Kickbox. Continuous list hygiene is crucial for deliverability and to determine the quality of a list, with validation and scrubbing being ongoing processes. In addition, for third-party lists, ensuring proper permission transfer or re-obtaining consent is important. While removing dead domains manually isn't useful, tracking them can reflect a list's quality.

Key opinions

  • Email is Mandatory: Email address is the only absolutely required field during import.
  • Consent is paramount: Verifying consent is essential, particularly if the list is from a third-party source.
  • List Hygiene is Continuous: Ongoing list hygiene is more effective than just a one-time cleanup during import.
  • Dead Domain Metric: Counting dead domains, rather than removing them, reveals the list's overall quality.

Key considerations

  • Consent Verification: Determine the methods used to certify consent, such as contractual agreements or list verification tools.
  • Hygiene Practices: Establish a process for continuous list scrubbing and validation.
  • Third-Party List Permissions: Ensure permission transfer for third-party databases or re-obtain consent.
  • List Quality Evaluation: Monitor the number of dead domains to gauge the overall quality of the imported list.
  • Audit Trails: Implement audit states (like 'never mail this') to comply with consent.
Expert view

Expert from Email Geeks suggests asking clients where the list originated and whether they'll certify that everyone has given consent. Also recommends running the list through Kickbox to verify emails.

January 2025 - Email Geeks
Expert view

Expert from Email Geeks says removing dead domains is pointless, as bounce management should handle this automatically. He explains Counting dead domains gives you a measure of just how poor the imported list is.

September 2022 - Email Geeks
Expert view

Expert from Word to the Wise explains that list hygiene is not a one-off task during import, but an ongoing process to maintain deliverability. They suggest regular scrubbing and validation.

December 2024 - Word to the Wise
Expert view

Expert from Spamresource.com shares that when you are using 3rd party databases you need to ensure that you can pass on the permission that you have to contact them, or request it.

March 2024 - Spamresource.com
Expert view

Expert from Email Geeks explains that the only mandatory field for importing contacts is their email address, assuming the client has a contract confirming consent was already obtained. Suggests implementing an audit state, like a 'never mail this' boolean, if non-consented emails are uploaded.

September 2023 - Email Geeks

What the documentation says
5Technical articles

When importing email contacts, documentation from various sources emphasizes the importance of valid, opted-in email addresses. Mailchimp requires this and may suspend non-compliant lists. Verifying sender identity through SPF, DKIM, and DMARC is crucial for deliverability and abuse prevention, as highlighted by AWS. Microsoft Dynamics 365 recommends segmentation for targeted messaging and reduced unsubscribes. SparkPost advises maintaining suppression lists for opt-outs and bounces to protect list health. Finally, RFC documentation stresses the need to understand email syntax for effective list validation.

Key findings

  • Opt-in Required: Imported email addresses must be valid and opted-in.
  • Sender Authentication: Verifying sender identity with SPF, DKIM, and DMARC improves deliverability.
  • Segmentation Improves Targeting: Segmentation enhances engagement and reduces unsubscribes.
  • Suppression Lists are Vital: Maintain suppression lists to protect list health.
  • Proper Syntax: Email addresses need to adhere to RFC email syntax.

Key considerations

  • Compliance Policies: Be aware of the import requirements set by your ESP, like Mailchimp.
  • Authentication Setup: Implement SPF, DKIM, and DMARC for your sending domain.
  • Segmentation Criteria: Define criteria for segmenting your list, such as demographics and behavior.
  • Suppression Management: Ensure an automated process to add bounces and opt-outs to your suppression list.
  • Validation Methods: Have a way to check the validity of email address, for example using the RFC specifications
Technical article

Documentation from SparkPost shares that you should always have a suppression list for people to opt-out or who have previously bounced. This protects your lists overall health and protects deliverability.

June 2021 - SparkPost
Technical article

Documentation from Amazon Web Services explains that verifying the identity of the sender email address or domain is a critical step for ensuring deliverability and preventing abuse. They recommend using SPF, DKIM and DMARC.

September 2023 - Amazon Web Services
Technical article

Documentation from RFC details how the syntax of an email should be. This is important to use when validating your email list.

May 2024 - RFC
Technical article

Documentation from Mailchimp explains that they require each imported email address to be valid and opted-in to receive your email marketing. Lists containing non-compliant addresses can be suspended.

September 2023 - Mailchimp
Technical article

Documentation from Microsoft Dynamics 365 Documentation explains that segmentation helps you target your messages to the right audience, improving engagement and reducing unsubscribes. They recommend segmenting based on demographics, behavior, and other relevant criteria.

June 2024 - Microsoft Dynamics 365 Documentation