Keep your opt-in proof when you import
Short answer
Keep the opt-in date and IP columns in your export. On Match your columns, the date maps to Consent date and the rest to Keep as proof, and Jounce saves both on each person’s record.
When you’re done, each person Jounce adds carries their opt-in date from your old tool and the proof columns from the export. Your permission records don’t stop at the move.
- Export your list from the other tool with its opt-in columns included. Most exports include an opt-in time, an opt-in IP, and a confirm time or IP.
- Import the file. On Match your columns, find the opt-in time column and check it says Consent date. Set it by hand if it doesn’t.
- Check the IP and confirm columns say Keep as proof. Any column can be set to it.
- Continue with the import as usual.
What Jounce stores
- Consent date becomes the person’s opt-in date, in place of the day of the import. Jounce reads most date formats. A date it can’t read, or one after the import, falls back to the import date.
- Keep as proof columns are stored word for word, each under its own header name. Up to eight columns are kept.
On the person’s page, under Details, select Consent record to read them. Each column keeps its own heading, word for word. A line at the end says Copied from your file when you imported it. Jounce didn’t record it. See The consent record.
Note This applies to people the import adds. Someone already on your list keeps the opt-in record they have. The file’s columns don’t replace it.
Next step
For every step, see Import subscribers from a CSV file. The consent date also counts as the day they joined in How Jounce measures activity.
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