In this article we will show how to build an email list in google sheets in just a few simple steps. Simply follow the steps below:
Create a new Google Sheets spreadsheet and follow the steps below:
Every email list should include the following headers:
Additional headers may be added such as phone number, location, company, etc.
If you plan to export the email list to a marketing platform, you need to check the column header names they require and use them in your spreadsheet in order for the data to be imported correctly.
Set Row 1 as the row containing the column labels. For our example, we will set Column A for Name, Column B for Email Address, and Column C for Phone Number.
After setting the column headers, it’s now time to fill the rows with information. There are several ways to do this:
You can import data from these platforms by integrating them with Google Sheets using add-ons.
Access the add-ons by clicking Extensions, then select Add-ons, then choose Get add-ons.
The Google Workspace Marketplace will be loaded. You can search for add-ons to import data from the platforms you use to Google Sheets.
We have tutorials for the individual platforms such as Salesforce and Zendesk. Search for it in the Lido Blog!
Import Data from External Platforms with Lido
An even easier option is to use our product Lido to import data from multiple platforms to your Lido spreadsheet in just a few clicks.
Google Forms can be used to collect user information. To start, click Tools then select Create a new form.
A new tab will be loaded, bringing you to Google Forms. You then have to construct the form so that it fits the sheet layout we had. The resulting Google Form will be connected to the spreadsheet you opened.
Every time someone uses the form, the information is stored in a new row in the Google Sheet. You can check our tutorial here.
You can just type the information manually in the sheet.
Click File, then select Download. A drop-down list will appear listing the file options for exporting the email list. Select Comma Separated Values (.csv).
The file will be automatically downloaded to your computer.
You now have an email list file! Generally it’s best to export your email list to a .csv file as this is the file type most marketing platforms want you to use when importing an email list.
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