An import file that is right the first time
You will know how to export data from your CRM or online store, split details into columns and stick to the right format for dates, gender and UTF-8 encoding.
What you will learn
After the course you will know how to
Six concrete results you will be able to achieve on your own after completing all lessons and quizzes, right in your daily work or in Quanda.
An import that doesn't overwrite what you want to keep
You will be able to choose the import priority, match columns correctly and use the error report to fix rows that did not go through.
Salutations from the import file
You will prepare salutations in Excel with a simple formula and import them so that they are filled in across your whole database.
Unsubscribes and the blacklist in order
You will tell unsubscribed and blacklisted contacts apart, find out the reason for a hard or soft bounce and know what you may delete and what not.
Tags and segments with a plan
You will design a naming system for tags with a prefix and prepare a plan for each segment of what you will send it and when.
Scoring and your own data in practice
Based on seven open rate segments you will adjust your sending frequency and use custom fields to select recipients and personalize content.
Working with contacts
Intermediate
Free
Is this course for you?
See which skills you will take away from the course and who it helps most. If you recognize yourself in the description, this course is made for you.
Skills you will gain
- Preparing an xlsx or csv file for importing contacts into Quanda
- Setting the import priority and matching columns to fields
- Fixing import errors by row number and value
- Preparing and importing salutations with last names and first names
- Working with unsubscribed and blacklisted contacts
- Designing and managing contact tags with a consistent prefix
- Reading contact scoring and adjusting campaign frequency
- Filling custom fields and name days through import
Who the course is for
- Marketers moving contacts from a CRM, accounting software or online store into Quanda
- Small business owners who finally want their contact database in order
- Sales reps and database managers who need to select campaign recipients quickly and accurately
- Quanda users whose open rates are dropping and who want to find out why
Syllabus
Course contents: managing your contact database in 6 lessons
Every lesson ends with a quiz of 7 questions. The next lesson unlocks once you answer all of them correctly.
- Preparing data for import You will learn to prepare your contact file so that columns, date formats and special characters make it into Quanda without errors.
- The import wizard and salutations Find out how to set the priority for known contacts, match columns, resolve import errors and import salutations prepared in your file.
- Contact statuses: unsubscribes and the blacklist Learn how unsubscribed and undeliverable contacts differ, how to handle them and why you should not delete unsubscribed addresses.
- Tags and segmentation We will show you how to assign tags, name them meaningfully and build groups from them that you can reach regularly.
- Contact scoring Go through seven groups by open rate and find out how to adjust the frequency and content of your sending to protect your reputation.
- Custom fields and your own data You will learn to store your own customer data, assign a sales rep to contacts and use the data to select recipients and personalize salutations.
- Official Quanda certificate
Certificate
An official certificate you can show
Once you pass all quizzes, we issue a Quanda certificate in your name. Add it to your resume or LinkedIn profile and show that you know your way around email marketing.
- The certificate shows your name, the course title and the date of issue
- A unique code and QR code lead to a page that verifies its authenticity
- PDF to download and print, any time in your learning account
- One-click sharing on LinkedIn, Facebook and X
How the course works
Three steps to your certificate
You complete the course in three steps: create a free learning account, work through the lessons and quizzes, and get your PDF certificate after the final quiz.
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Create a free account
All you need is an email and password or a Google account. After confirming your email, add your name for the certificate.
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Work through lessons and quizzes
Short lessons with real-world examples. Each one ends with a quiz and your progress is saved to your account.
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Get your certificate
After the final quiz, we issue a PDF certificate with a code that verifies its authenticity.
Frequently asked questions about managing your contact database
Quanda accepts xlsx and csv files. If you choose csv, save it as a comma delimited csv with UTF-8 encoding. The MS-DOS and Macintosh variants are not supported. The course also shows you how to open a csv file correctly in Excel.
It depends on the import priority setting. When existing contacts take priority, Quanda simply skips the contact it finds. When imported contacts take priority, it updates all matched details for that contact. In both cases, new addresses are created as new contacts.
It doesn't pay off. When we checked a purchased database of roughly 70,000 addresses with NeverBounce, more than 35% of the addresses were invalid, incorrect or risky. An import like that hurts the deliverability of the whole account, and purchased addresses usually have no consent or other legal basis for sending emails.
An unsubscribed contact clicked the unsubscribe link themselves, and Quanda stops sending them campaigns regardless of tags. A contact ends up on the blacklist when the last delivery attempt failed. A hard bounce is a permanent rejection, while contacts with a soft bounce are returned to your recipients by Quanda after a while.
Quanda sorts contacts into seven segments by their average open rate, from Fans at 80 to 100% down to Ghosts at 0%. The Unknown segment holds contacts you have not yet sent at least six campaigns to. The course shows you how to work with each segment.
Yes, the course is completely free. All you need is a free learning account created with an email and password or your Google account. You need to confirm your email, and your progress is then saved in your account.
Each of the 6 lessons ends with a quiz of 7 yes or no questions, and the next lesson unlocks once you answer all 7 correctly. You can retake the quiz as many times as you like and you will see an explanation for wrong answers. After passing all quizzes you receive an official Quanda certificate in PDF with your name, the course title, the date, a unique code and a QR code for verification.
The course has 6 lessons and takes about 2 hours. It is designed for intermediate users. You learn at your own pace, your progress is saved in your learning account and you can pick up where you left off at any time.
No, you don't. All you need is a free learning account on the Quanda website, which you create with your email or Google account. An app account comes in handy if you want to try the steps from the lessons right away, and you can start a 14-day free trial without a credit card.
We only store what we need for your studies: your email, your first and last name for the certificate, an optional phone number, your course progress and issued certificates. We process them in line with the Quanda Privacy Policy. You can delete your learning account yourself in your profile, and your progress and certificates are deleted with it. Any emails about similar content we may send you can be unsubscribed from using the link in each of them.
Further reading
Articles and guides on the course topic
Want to go deeper? These blog articles and help center guides expand on the lesson topics with more examples and step-by-step instructions in Quanda.
Contact import guide
You import contacts into Quanda under Contacts, Bulk Contacts Import: upload an xlsx or CSV file, choose the priority for contacts you already have, map the fil...
Open the help articleContact tags in Quanda
A tag places a contact in Quanda into a group, which you then use to quickly select campaign recipients. You add tags by import, by automation or manually in th...
Open the help articleContact scoring by open rate
Contact scoring by open rate is a Quanda tool that places every contact into one of seven segments, from Fans to Ghosts, by the average open rate of your emails...
Open the help article