ℹ️ Who this tutorial is for
You can upload a CSV or Excel file to create or update a Custom List in Peptalkr. Imported contacts can then be used in campaigns, segments or automations.
This article is for practices who want to import subscribers from an external CSV or Excel file.
This includes:
Migrating an existing subscriber list from another email platform
Importing emails collected via your website
Uploading contacts from event software (e.g. class platforms)
Bringing in subscribers collected through other external systems
You want a list for your Practitioners and staff so you can email them
Important - This article is not for importing subscribers to your patient list.
Your Patient List is automatically maintained and synced from Cliniko as part of your Peptalkr integration. You should never manually import Cliniko patients.
Please read this article to learn more about how patients are synced.
Before you start
Your file must:
Be a CSV or Excel file
Contain a column of valid email addresses
Only include contacts who have given you permission to receive marketing emails
You may also include additional columns such as first name, last name, phone number or any other data you wish to store.
How to import a custom list
Go to Send Email
Click Lists & Subscribers
If you haven't already created one, click Create a list
Name your list clearly (e.g. “Website Newsletter Subscribers”)
Click Continue to import to upload your CSV or Excel file
Upload your file, then match each column to the correct field or create new fields
Click Save and Continue
✅ Now you have another list! You're able to segment it, send campaigns or even automations. Don't forget to connect your list to a sign up form if you want people to be able to join it automatically. Otherwise, you will need to import new subscribers as you collect them.
Re-importing a list with more emails
Existing subscribers
If an email address already exists on the same list, their details will be updated rather than duplicated.
If an email address exists on another Custom List, it will appear on both lists.
Unsubscribe protection
If someone has previously unsubscribed from this list, importing them again will not re-subscribe them.
Unsubscribe status is always respected and cannot be overridden via import.
If a contact genuinely wishes to re-subscribe, they must opt in again via a sign up form or direct written request, where you can then move their email from 'unsubscribed' back to 'active'.
Updating a list
You can re-import an updated version of your list at any time.
When you do:
New email addresses will be added
Existing contacts will be updated
Previously unsubscribed contacts will remain unsubscribed
There is no need to delete your list before re-importing.
Note: Re-importing a list does not unsubscribe or remove subscribers who are not present in the new import file. But you can manually remove people.
Important notes
Custom Lists are separate from your automatically synced Patient List.
Imported subscribers count as active subscribers if they are subscribed.
Each subscriber will only receive a campaign once per send, even if they appear on multiple selected lists.
Frequently asked questions
Will importing a list re-subscribe people who have previously unsubscribed?
Will importing a list re-subscribe people who have previously unsubscribed?
No. Importing cannot override unsubscribe status.
If someone appears on two lists, will they receive the email twice?
If someone appears on two lists, will they receive the email twice?
No. A subscriber only receives a campaign once per send. If you send a Campaign to two lists at once, each unique email will only receive the email once. However, if you send two separate campaigns, then they will.
Can I import my Cliniko patients?
Can I import my Cliniko patients?
No. Your Patient List is automatically maintained via your Cliniko integration and should not be manually imported.
Can I use a QR code to collect additional sign ups to my list?
Can I use a QR code to collect additional sign ups to my list?
Yes! You'll need to connect a sign up page to your list. A QR code will then be automatically generated for you to use.