Essential steps to import contacts successfully
Key steps to Import your contacts from an external autoresponder to systeme.io, while respecting technical, legal (GDPR), and marketing best practices
1. Preparation and Audit of Your Existing List
A well-prepared contact list is essential for a successful migration. Start with these steps:
- Export your contacts from your previous autoresponder (in CSV format).
- Review the available data: first name, last name, email address, status (subscribed/unsubscribed), registration date, interaction history, tags, etc.
- Segment your contacts based on engagement level (active/inactive) to avoid importing outdated or unresponsive addresses.
2. Clean Your List Before Importing
Once your list is sorted, it's crucial to ensure the quality of the email addresses.
Best practices to follow:
- Remove duplicates, invalid, or inactive email addresses.
- Use your old tool’s filters to sort contacts. If not available, use an email verification service (such as NeverBounce, ZeroBounce...) to identify risky addresses (hard bounces, spam traps).
- Keep opt-in proof, which may be required for compliance checks.
- Respect contact statuses: do not reactivate unsubscribed or inactive users.
- Make sure tags and segments are correctly assigned.
Note: You can import unsubscribed contacts into systeme.io, provided you assign them the status “Unsubscribed.” These contacts will not receive any communication from you.
To do this:
- Select the relevant contacts.
- Click on “More actions.”
- Choose “Unsubscribe from marketing emails.”
Only import contacts who have explicitly consented to receive your emails. This is mandatory for GDPR compliance and to ensure good email deliverability.
3. Importing “Students” (Course Contacts)
If you want to import students who have enrolled in your courses, but haven’t received emails from you in a while:
- Plan a progressive import to avoid mass bounces.
- Be aware: an automatic email is sent as soon as a student is added to a course in systeme.io (with the link to access the member area).
4. Set Up Your New Autoresponder
Before importing your contacts into systeme.io:
- Recreate your lists, segments, and tags (matching those in your previous tool).
- Set up email authentication: SPF, DKIM, and DMARC records on your domain.
- Create an account on Google Posmaster Tools to monitor your sender reputation.
5. Import Your Contacts
- Only import cleaned files.
- Respect contact statuses (do not activate unsubscribed or inactive users).
- Double-check that tags and segments are properly applied.
6. Email Address or Domain Warm-Up
When switching email providers, you must warm up your email address/domain. This helps email providers (Gmail, Outlook, etc.) get used to your sending habits and reduces the risk of landing in spam.
See our help article dedicated to warm-up for more details.
Best practices:
- Start with your most engaged contacts.
- Gradually increase your daily email volume.
- Monitor key metrics (open rate, bounce rate, spam reports, etc.).
7. Testing and Post-Migration Monitoring
- Run test campaigns on small segments.
- Analyze open, click, bounce, and spam rates.
- Adjust your content and frequency if needed.
8. Reactivation and Ongoing List Cleaning
- Launch re-engagement campaigns for inactive contacts.
- Regularly delete unresponsive contacts to maintain a healthy list.
9. Compliance and Documentation
- Keep import/export logs and opt-in consent records.
- Update your privacy policy if needed, and inform your users accordingly.
Example Warm-Up Plan (For Lists of 5,000+ Contacts)
Warm-up is a critical step to preserve your deliverability after migration.
Objective: Avoid spam filters by starting with your most responsive contacts.
Plan over 7 to 14 days:
- Days 1–2: Send to 500 highly engaged contacts (opened/clicked in the last 30 days).
- Days 3–4: Increase to 900 very engaged contacts.
- Days 5–6: Increase to 1,500, including semi-engaged contacts (opened within 60 days).
- Days 7–9: Increase to 2,500–4,000, including moderately active contacts.
- Days 10–14: Send to the full list, excluding long-term inactive contacts.
Here is another format for warming up:
Day | Sending volume | Target |
---|---|---|
Day 1 | 500 | Very engaged contacts (open < 30 days) |
Day 2 | 900 | Very engaged + addition of semi-engaged |
Day 3 | 1500 | Engaged (open < 60 days) |
Day 4 | 2000 | Engaged + some recent inactive |
Day 5 | 3000 | Mixed public active/lightly inactive |
Day 6 | 4000 | Inactive < 90 days |
Day 7 | 5000 | Large public, except inactive > 120 days |
Day 8 | 6000+ | All except very old inactive (> 6 months) |
Day 9 | 100% | Total base, except unsubscribed/invalid |
Day 10 | 100% | Clean list, segmentation in plac |
Best Practices During the Warm-Up Phase
1. Start with Your Most Engaged Contacts
This sends a positive signal to Internet Service Providers (ISPs), thanks to high open and click rates.
Use dynamic segments such as: “opened/clicked in the last 30, 60, or 90 days.”
2. Craft High-Quality Email Content
- Use personalized and engaging subject lines.
- Add clear, trackable, and relevant links.
- Avoid elements that may trigger spam filters:
- Excessive use of CAPITAL LETTERS
- Overly attractive promises
- Unnecessary attachments
- Special characters or symbols in subject lines
3. Monitor Key Performance Indicators
- Open rate: > 20% = good
- Click rate: > 2% = acceptable (varies depending on content)
- Bounce rate: < 2%
- Spam complaint rate: < 0.1%
4. Remove Problematic Addresses
Remove contacts who show no engagement (no opens or clicks in over 6 months).
In systeme.io, you can clean your contact list using two methods:
5. Authenticate Your Emails
- Ensure your SPF, DKIM, and DMARC records are correctly set up for your domain.
- Use a dedicated sending domain (e.g.,
news@yourbusiness.com
) to improve your sender reputation.
Bonus: Recommended Tools
- Email validation: NeverBounce, BriteVerify, ZeroBounce
- Deliverability monitoring: GlockApps, Mail-Tester, Google Postmaster Tools
Related articles :
- How to authenticate your domain name for email sending
- How to create a DMARC record
- How to create a Google Postmaster Tool account for your domain
- How to improve your email deliverability
- How to improve the deliverability of my emails (advanced tips)
- How to import or export a contact list
- How to create a tag
Updated on: 15/07/2025
Thank you!