How to Import Text and Email Marketing Consent Using a Secure Link
If you’re switching to Boulevard and have already obtained your clients’ email and text marketing consent through a previous booking solution or third-party vendors like MailChimp or Constant Contact, you can easily import that consent information using our secure process. Having all your data in one place will save you time, money, and allow you to create more effective marketing campaigns using Boulevard Marketing!
Here’s how consent import works:
Step 1: Export Your Consent Data
Export a list of your clients' marketing consent data from your previous provider. This list should be in .csv format and include the following information:
Client Email Address
Client Email Opt-In Status (indicating whether they have opted in or not)
Client Phone Number
Client Text Opt-In Status (indicating whether they have opted in or not)
Helpful tip: The export process varies and depends on your email or text tool, but most offer some way to export data. Here are some helpful links from common text or email tools:
Mailchimp: View or Export Contacts
Klaviyo: How to export a list or segment to a CSV file
Constant Contact: Export your email or SMS contacts or lists into a spreadsheet
Step 2: Submit Your .CSV File
Once you’ve exported the data:
Fill out our import form and upload your .csv file using the secure link provided.
Important: We cannot import consent for people who are not clients in Boulevard, and only .csv files will be accepted.
Step 3: We Handle the Import
Once you've submitted the form, we will review and import the data into your dashboard. This process typically takes 1-2 business days.
We’ll notify you via this chat once the import is complete. After that, you’ll be all set to manage your clients' preferences and begin creating audiences and campaigns.
Need More Information?
For additional details on marketing consent and why it’s important, please refer to our Marketing Consent FAQ. If you have any further questions, feel free to reach out to our support team!
By following these steps, you can easily ensure your marketing consent data is up-to-date and compliant, allowing you to start engaging your clients right away.
FAQ
How long does it take to import my email and text consent data?
Typically, we can import your client consent data same-day, and you can expect to hear back in 1-2 business days.
Which platforms are compatible for importing consent data?
Boulevard can import text and email consent from any platform, so long as you have a list of client email addresses and email opt-in status, and client phone numbers with text opt-in status.
How do I export my consent from Mailchimp, Klaviyo, Constant Contact, or another marketing tool?
The export process varies and depends on your current tool, but most offer some way to export data. Here are some helpful links from the common ones:
Mailchimp: View or Export Contacts
Klaviyo: How to export a list or segment to a CSV file
Constant Contact: Export your email or SMS contacts or lists into a spreadsheet
How do I import my client’s marketing consent data?
To import consent data, simply start your request by completing this form and uploading your data.
Will importing consent status automatically update all of my client’s records in Boulevard?
Yes, once we have finished importing your consent data, your clients' marketing consent statuses will be updated in Boulevard. You can verify the information in the client profile.
What file format do I need to use to import the consent data?
We accept CSV files for importing data. Make sure your file includes the necessary fields: client email address, client email opt-in status, client phone number, client text opt-in status.
Can I import consent data for both email and text messaging?
Yes, you can import consent data for both marketing emails and text messaging.