Importing readers to your series

Discover various methods to add your audience

Table of Contents: 

• Adding audience members individually
• Adding audience members via CSV upload
• Importing audience members from an existing series
• Importing segments from org-level audience
• Other ways to add audience members
• FAQs

1. Adding readers individually

🛠️ How it works: 

• Navigate to your series readers by clicking on the "Readers" button in the top right corner. 
• Select the “Add individuals” button in the top right.
• Type in the recipient's name and email address
• Then select “Add recipient” ✅

2. Adding audience members via CSV upload

🛠️ How it works:

• Create your CSV. Please ensure your CSV file contains two columns titled Name and Email and that it is saved in UTF-8 format. 
• Optional: create and upload Segments via CSV by including the third column titled “Segments.” List the name of the segment in this column. Example: 
  
• When your CSV is ready, click the "Readers" button in the top right corner of your Workspace, then click the “Manage recipients” button.
• You will see an “Import CSV” option. Drag or upload your file in the pop up

• If you would like to clear the current audience before uploading the new CSV you can mark off the box in the pop up. 
• Hit “Update audience” and your contacts will be imported into the system. ✅

3. Importing readers from an existing series

🛠️ How it works: 

• Navigate to your series readers by clicking the "Readers" button in the top right navigation of your series.
• Click the "Manage recipients" button and select "Import from another series".
• Select the series audience that you would like to duplicate to your current series.
• Hit "Import audience". ✅

4. Importing segments from org-level audience

🛠️ How it works: 

• Navigate to your series audience by clicking on the megaphone icon in top navigation menu of your series.
• Select “Manage recipients”, then “Import segments” and choose which segments you would like to add. 
• Then hit “Add segments.” ✅

Go deeper: Visit our Org-level audience management article for more information. 

5. Other ways to add readers

To set up a directory sync or CRM sync, review the help articles linked below for more information and set up steps:

• Directory Sync 
• CRM Sync 

6. FAQs

Can I upload a CSV with just emails, not including recipients’ names?

Yes. You still need to include the “Name” header in your CSV, but you can leave the column blank if you do not want to save names for your audience.

Why won’t my CSV upload?

If your CSV fails to upload, please double check your column format. The first column should have a “Name” header, the second column an “Email” header, and optionally, a third column with a “Segments” header.

Your CSV may also fail to upload if it’s larger than 10 MB. If you are not using segments and your CSV contains only name and email data, you will likely be able to upload upwards of 100k recipients.

• If you are using segments, or have an even larger audience, you can split your CSV into multiple files and upload incrementally. Just make sure that you haven’t checked the box to overwrite your existing audience!

My CSV upload is showing errors for emails that I know are fine. Why can’t I upload these emails to my series readers?

First and foremost, double check the spelling and format. Axios HQ flags emails that are invalid.

If the emails are truly correct but still erroring, make sure that the file has been saved with “UTF-8 encoding.” This is usually standard, but sometimes files can be saved differently, depending on where they’re exported from. You can find instructions on how to save a CSV file in UTF-8 encoding here.

Can I upload a CSV for a one-off?

Yes! You can upload a CSV file for one-offs. When you hit send, select “Manual add” then “Upload a CSV”. 

Why is my CSV taking so long to upload?

Your CSV may have an error or be in the wrong format. Try a hard refresh of your browser [CMD + Shift + R (on Mac) or CTRL + Shift + R (on PC)] to refresh the page. Then confirm that your CSV is correct and in UTF-8 format and upload again. If you are still running into problems, reach out to help@axioshq.com. 

I have admin permission, can I import an audience from any existing series?

Yes, owners and admins can add audiences from any existing series.