You have a different profiles (and rows on your export) for people with the same email address (ie a profile for John Smith and another for Mary Smith but they both share the same email address [email protected]).
PIC WITH EXAMPLE.
First make sure you have a fixed header row:
In order to lock excel header row, open the Microsoft Excel document.
- Go to "view" tab. Click on "Freeze Panes" and select "Freeze Top Row". Now when you scroll your spreadsheet a header row will always be visible at the top.
You will need to use Custom First Names
If you haven't already duplicate the entire first name column and call the new column "Custom First Name"
- Select the column > Copy
- Insert > Copied Cells
- Rename new column: Custom First Name
Duplicate the sheet
- Right-Click (or Control-Click) the sheet tab > Move or Copy...
- [tick] Make a copy
- Move to end
- Click on the new sheet and rename it duplicates
- Right-Click (or Control-Click) the sheet tab > Rename: Duplicates
- Freeze the top row
Delete non-duplicates
- In the Duplicate sheet, insert a column before the email column and name it: Dup=2
- In the first row under the header add this formula: =COUNTIF(X:X,Xi)
- Where X is the email column
- Where i is the first row under the header row
- eg: =COUNTIF(B:B,B2)
- Return (and you should see a number, eg: 1 or 2)
- Apply the formula to the whole column by double clicking the bottom right corner of the cell with the formula
- Sort the list
- Select everything
- Data > A-Z
- Sort by Column: Dup=2
- +
- Then sort by Column: The email column
- [tick] My list has headers
- OK
- Select all rows containing a 1
- Delete Rows: Edit > Delete
Delete blanks
- In the Duplicate sheet, sort the name column
- Select everything
- Data > A-Z
- Sort by Column: First Name
- [tick] My list has headers
- OK
- Select all blank name rows
- Delete Rows: Edit > Delete
Check for triplicates (or more)
- Select everything
- Data > A-Z
- Sort by Column: Dup=2
- +
- Then sort by Column: The email column
- [tick] My list has headers
- OK
- Data > A-Z
- Scroll down to Dup=2 column looking for rows with Dup=2 column being 3 or higher:
- You are aiming to have only "2" with each row having a different first name (but related)...
- So remove any rows with duplicates of the same first name (or with no first name)
- REMOVE row(s) where the names appear to NOT be partners (ie KEEP two with the same last name)
- Now all Dup=2 column should be "2" (or "1")
- If there are "1"s then KEEP them!!!
- You are aiming to have only "2" with each row having a different first name (but related)...
Clear Birthdays (if applicable) for "2"s only
If you have BirthdayMail and birthdates are included in the spreadsheet you must remove them for couples
- Select the cells in the date row (BUT NOT THE HEADER ROW)
- Scroll down to "2"s
- For the first "2" row click on the first Birthday cell
- CONTROL (COMMAND on Mac) +SHIFT+Down arrow
- Edit > Clear
- Add in a random Birthdate te to the 2nd row with Dup=2 (being "2").
- This row will not be imported but is needed for the import to work later on - weird, I know.
- This row will not be imported but is needed for the import to work later on - weird, I know.
Create combined first names
Eg John & Mary
You should still be in the duplicate sheet and have all duplicate rows in consecutive pairs, eg
Email First Name Custom First Name
[email protected] John John
[email protected] Mary Mary
- Add this formula in the Custom First Name column starting at the first row where Dup=2 is "2"
- =IF(Bi=Bii,Ci&" & "&Cii,"")
- Where B is the email column and C is the first name column and i is the first row where Dup=2 is "2" and ii is the next row down
- Duplicate the formula to the entire column by double clicking the bottom right corner of the cell with the formula
Export/Import into FeedsyMailHQ
- Save as > CSV format
- Upload the original sheet CSV into FeedsyMailHQ (eg your FeedsyList list) as normal (including Custom First Name, Birthday, etc)
- Upload the "Duplicates" sheet into FeedsyMailHQ
- Note: the second upload will override the first upload and remove blanks, add the combined first names and remove the birthdays for couples