Test & Seed List File Format and Best Practices

Steps and best practices for uploading test/seed lists to Connect.

Seed list file format best practices:

  • Seed lists must be submitted as .CSV files.
  • A header row is not allowed
  • The first column must always be the recipient’s email address
  • Macros are sorted alphabetically. The order required in the seed list will be shown to you when submitting seed list files.
  • Note for seed list uploads: If you have to re-upload your list at any point, you must rename your file. If you upload a file with the same name, the system will not refresh the list, meaning your changes won’t be applied. 
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Follow the instructions below to correctly format your seed lists: 

Step 1:

Select and copy the dataset that requires sorting.

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Step 2:

In a new sheet, paste the data transposed (rows and columns swapped).

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Step 3: 

Select the data range and sort by the column containing the headers (Data > Sort Range).

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Step 4: 

Copy the sorted data set and paste it transposed back into the original sheet.

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Step 5: 

Once the columns are sorted alphabetically (with email still in column 1), delete the header row and download the file as a .CSV.

Your test/live seed list file is now ready to upload!

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For more information, view our Connect Self-Serve Guide