Within Poppulo, the contacts that you send communications to are called People. The Employee data for these People(e.g. their first name, surname, location, role etc) are stored in Poppulo in what's known as 'Fields'(Data Fields).
Poppulo features a number of integrations solutions that allow you to pull employee data directly from your internal systems, including HR systems, Active Directory etc.. These integrations keep your data up-to-date (for instance, whenever a new person is added or removed from your internal system, they'll be added or removed from your Poppulo database too). Our Technical Team can help with this during account set up.
If you are not using an integrated solution, Poppulo also features a manual solution for importing employee data into your account, allowing you to manage your People. You can Manually Import Employees in Bulk or to import employees via individual email addresses using the instructions below.
To Manually Import Employees:
Click the People area.
Click 'Import People'.
Type in your email addresses in the box provided.
Note: Use the Advanced Settings check boxes when Reactivating your People.
Set you Fields, Tags and Audience information and click 'Import Now'.
Fields: Allows you to choose and define a specific field (City, for example) or Custom Fields, for all employees in the import.
Tags: Allows you to create a new Tag, or add a Tag to all of the People being imported. Tags can then be used during the Send process to send targeted communications to that group of employees only (see Apply Tags to your People for more info).
Audiences: Allows you to apply an Audience to the group of employees you are importing, see (Adding People to an Audience). Audiences can be used to control access to certain Folders (see Control Access to Email Folders with Audiences for more info).
Note: You must set an Audience for the People, in order to send to them. Leaving Audiences blank will render the employees inactive upon import.
- Your People will be imported.