You must create an address book of people who will receive your campaign emails.
In most cases, you will import data from an existing data source, like Active Directory.
Before You Begin
If you are importing data from an existing data source, prepare the data to be imported.
- In your existing address data source, like Active Directory (LDAP), export the data as a CSV or XLS file.
- Save the file with a name and location you will remember for importing into Barracuda PhishLine. Continue below.
To create an address book, importing data from a file:
- Navigate to Campaigns > Address Books, then click New.
- Enter a Name and optional Description for the Address Book.
- Under Upload an Import File, click Choose File. Locate the CSV or XLS file you want to import.
Click Save. The page refreshes.
In the General Settings section, ensure that the Active check box is selected.
- Scroll to the Import Processing section, until you reach the list of address fields.
Map the columns (fields) in the Barracuda PhishLine address book to the corresponding columns in your data file. For example, map the Email Address field to the column in your import file that contains the Email Address data.
You can choose to specify up to 40 of your columns as Custom fields.
A list of field names and their descriptions is at the end of this article.
- Scroll up to Import Action Request and select Perform an import when I hit the Save Button.
- Click Save.
Verifying the Import
After the data is imported, take a moment to verify that the data was imported correctly.
- When the page refreshes, locate the Email Addresses section.
The number displayed represents the number of email addresses in the Address Book. For a brand new Address Book, this is the number of email addresses you just imported.
- Click Email Addresses. The Detail tab of the Email Address Manager displays.
- Review the contents of the Email Address field and other fields you mapped. If needed, click the Edit button for a different view of the information. Ensure that the content of each field matches the title of the field. For example, ensure that the contents of the First Name and Last Name fields are not switched.
- If everything looks fine, no further action is required on this address book at this time.
If there is a problem, click Return to the Address Books and continue with Fixing Mistakes below.
You can address any importing issues without having to restart the process.
- Determine the cause of the problem and take the appropriate action.
Imported file problem – If the data file from your original data source was blank or had other issues:
- Export the file again from the original data source.
- Under Upload an Import File, specify the new file to upload.
Improper field mapping – If your field mapping was off and the imported data did not accurately match the field names, map the fields again.
- Imported file problem – If the data file from your original data source was blank or had other issues:
- For the Import Action Request, select Delete unused email addresses, and then perform an Import when I hit the save button.
This action will delete the improperly imported addresses and import the only the new data/data mapping that you just specified.
- Click Save.
- Verify your data as described above.
Address Book Fields
This list of fields can help you with the mapping process.
Notes on fields:
- Use the pre-defined fields first, rather than using Custom fields. For example, use the Country field, rather than defining a Custom field to include Country data.
- It is best to be as consistent as possible so your filters will be applied consistently. For example, if you want to filter for Language Code in your campaign, you might want to specify the filter as English. But filtering for English will not match any entries using the ISO code of en.
Field Names and Descriptions
Editing an Address Book / Creating Without Existing Data
To make small changes to imported data or to create an address book without importing data from an existing source, refer to the instructions in How to Edit an Address Book.