BuzzStream FAQs

Yes. BuzzStream does allow you to create Custom Fields.Adding Custom Fields to your account gives you the ability to track extra information about your contacts and links.

BuzzStream Custom Fields arespecific to:

People,

Link Partners (Media Outlets)

Links (Link Building accounts only)

Custom fields can be created with the following parameters:

Field Type:

Text (Single Value)

Dropdown (Multiple Values)

Check Boxes (Multiple Values)

Number (Multiple Values)

Global or Project Specific (if Projects are enabled):

Standard custom fields have the same value in all projects.

Project specific fields can have one value in project 1 and a different value in project 2.

BuzzStream has four fields that can be customized. They are:

Relationship Stage for People

*Relationship Stage for Link Partners (Media Outlets)*

Typefor Link Partners (Media Outlets)

Type for Links

*Relationship Stage for Link Partners (Media Outlets) can be customized witht he exception of two values: Attempting to Reach & Link Accepted (Link Building only). Attempting to Reach is automatically assigned when you conduct Outreach to a contact and the Relationship Stage is not set or Not Started. Link Accepted becomes therelationshipstage when then Backlink Checker finds a link assigned to that Link Partner that is Linking.

You can add a tag for people, Link Partners, or Media Outlets in three places - the contact detail page, the edit menu, and the BuzzMarker.

To add a tag to a specific contact from the contact detail page:

Select the record you want to edit.

The details panel of the record will open. Under the Link partner name select the link for tags. If you do not have any tags it will say "Click here to add tags." If there are existing tags they will be listed and followed with (edit tags).

Use the Edit Tags field to type in your new tag. If you are adding multiple tagsseparatethem with a comma.You can also select the tag you want to apply to the contact using the tag list by clicking on the tag you want to add.

Click Save to finish.

To add a Tag to a contact from the Edit menu (sub navigation):

Select the record you want to edit using the check box to the left of the record.

Select Edit from the sub navigation that appears when you select records. Choose Tags from the dropdown menu.

Use the Edit Tags field to type in your new tag. If you are adding multiple tagsseparatethem with a comma.You can also select the tag you want to apply to the contact using the tag list by clicking on the tag you want to add.

Click Save to finish.

To Add a Tag from the BuzzMarker:

Open the Buzzmarker for a site you want to add or edit in BuzzStream.

In the tags Tags field type in the tag you want to add. If you are adding multiple tagsseparatethem with a comma.You can also select the tag you want to apply to the contact using the tag list by clicking on the tag you want to add.

Scroll to the bottom and click Save to finish.

The BuzzStream Account Owner can cancel their account at any time.To cancel your account, click on the gear icon in the top right-hand corner of BuzzStream and select 'Account':

Scroll down to the last section Cancel Account. Click the link Cancel My Account.

BuzzStream then cancels your account. If you have a paid account, you won't be charged again but you are responsiblefor any charges before you cancel.

Rollover the settings icon in the top right of BuzzStream. Select Settings from the dropdown.

Select Connect to Email in the settings menu options.

To Connect your email click Add Email Account.

Select your email provider from the icons. (If you have an Exchange Mail Server or you don't know your provider select Other. See How do I Connect to Email using an Exchange Server or other email provider? )

Gmail and Google Apps:

Before you select the Gmail Icon make sure you are logged in (within the samebrowser) to the gmail/google apps account you want add to BuzzStream.

Select the Icon and BuzzStream initiates the Googles OAuth authentication. A new window will open where you'll be asked to Grant Access for BuzzStream to access your account. Click the Grant Access button to continue.If you're logged into multiple accounts use the radio button to select the account you want to authorize.

If you are not logged into the account you want to authorize select Deny Access and you'll be returned to BuzzStream. Log into your GMail or Google Apps account in yourbrowserand then initiate the Connect to Email process again.

BuzzStream finishes connecting your email and returns you back to the Connect to Mail settings menu showing the connected accounts info and Privacy Permissions. Here you can make any changes to the Name, Description, and Privacy settings. Click Save to finish.

Yahoo:

Click the Yahoo Icon to start the process.

Enter the following to begin the process of connecting to your email:

Name

Your Yahoo email address

Password

Description (only used in the Connect to Mail settings)

Permissions

Who can see emails from this account

Who can sent emails from this account

When finished click save to continue. If you account is successfully connected you'll be returned to the Connect to Email settings menu and you're yahoo account will be added to the list with the label that was found in description for that email account.

AOL:

Click the AOL Icon to start the process.

Enter the following to begin the process of connecting to your email:

Name

Your AOL email address

Password

Description (only used in the Connect to Mail settings)

Permissions

Who can see emails from this account

Who can sent emails from this account

When finished click save to continue. If you account is successfully connected you'll be returned to the Connect to Email settings menu and you're yahoo account will be added to the list with the label that was found in description for that email account.

Rollover the settings icon in the top right of BuzzStream. Select Settings from the dropdown.

Select Connect to Email in the settings menu options.

To Connect your email click Add Email Account.

Step 1 - Pick your email provider

Select your email provider from the icons. If you have an Exchange Mail Server or you don't know your provider select Other.

Step 2 - Basic Account information

Enter the following to begin the process of connecting to your email:

Name

Address

Password

Description (only used in the Connect to Mail settings)

Permissions

Who can see emails from this account

Who can sent emails from this account

When finished click next to continue.

Step 3 - Continue through the setup process.

If you're connecting to a Gmail / Google Apps, Yahoo, or AOL account BuzzStream automatically takes you through the setup process filling in the mail servers and SSL settings for your account. For specific details please see "How do I Connect to Email using a Gmail, Google Apps, Yahoo, or AOL account?"

If you have an Exchange Server or an email provider that was not listed above you'll need to set up both the Automatic Email Tracking and Outgoing Server for your account. For detailed instructions see "How do I Connect to Email using an Exchange Server or other email provider?"

Adding the Buzzmarker to Chrome:1) Drag these buttons up to your "Bookmarks Toolbar".

Link Buzzmarker

2) If your toolbar isn't viewable, go to the Settings icon (Wrench) > Select BookMarks > Select Show BookMarks Bar. You can also use the keyboard short cuts

PC =Ctrl+Shift+B

Mac =-Shift-B

*If you are unable to add the Link Buzzmarker or if the Link Buzzmarker button does not work either

1. Delete the old link and create a new link (right click on bookmark bar and select Add Page... ) with the BuzzMarker Link code below.

2. Edit your existing buzzmark and replace the link codewith the BuzzMarker Link code below.

3. Buzzmarker Link Code =

javascript:(function () { f='http://app.buzzstream.com/link_buzzmarker?url='+encodeURIComponent(window.location.href);z=window.open(f,'BuzzMarklet','location=no,links=no,scrollbars=yes,toolbar=no,resizable=yes,width=650,height=768');z.focus();})();(function(){var%20s=document.createElement('script');s.setAttribute('src',%20'http://app.buzzstream.com/linkBookmarklet.js');document.getElementsByTagName('body')[0].appendChild(s);void(s);})();

You can set up a custom tracking domain in BuzzStream so that you can use your own domain when tracking email opens and clicks. This offers a number of advantages over using the standard BuzzStream tracking domain, primarily by giving you more control over email deliverability and reputation management.

How to set up custom domain tracking

Setting up a custom tracking domain is fairly straightforward. To begin, just go to your BuzzStream settings:

Litmus

From there, click Tracking Options on the left hand menu. Note that this section is only available to the admin of your BuzzStream account. If you don't see the that tab in your settings, contact your BuzzStream admin so they can continue with setup.

Now, just click Add Domain and follow the instructions in the new window.

One important thing to note: in order to create a custom tracking domain, you need to create a subdomain for your site (e.g. go.mycompany.com). Then, youll need to create a CNAME DNS record pointing to tx.bz-mail-custom.com. This may require you to get in contact with your domain manager if youdon'thave these permissions (or have no clue what any of that means).

Onceyou'vecreated your sub-domain, add the tracking domain to the field at the top of the window, then hit Validate. BuzzStream will list the tracking domain below, as well as whether its valid or not and which emails are associated with that domain.

DNS changes may take a while to propagate. Please allow up to 48 hours for the change to take effect (though usually it will be much faster). We will automatically start using the domain once we see the changes, even if it doesn't pass validation when initially added.

Custom domain tracking behavior

Once you've set up your custom domain, we will use it to track your opens and clicks as well as use it in any unsubscribe fields you've set up.

We will regularly validate your sub-domain, so if it disappears for any reason we will revert back to our standard BuzzStream tracking domain for future emails. However, emails that have already been sent using the custom domain will not register future events once the DNS is removed.

Deliverability best practices

If youre interested in learning more about email deliverability in general, check out these resources: SendGrids Email Deliverability Guide MailChimps How to Avoid Spam Filters Our best practices around sending emails in bulk

In addition to reading up on deliverability best practices, you can also use services like to keep track of your spam score across different services.

Rollover the Settings icon in the top right of BuzzStream. Select Settings from the dropdown.

Select Connect to Email in the settings menu options.

Click Add Email Account.

Step 1 - Select Other

Email provided by companies other then Google, Yahoo, and AOL can be setup here.Before you get started make sure that you have the information and settings for the following:

Incoming Mail Server Address

Incoming Mail Server security settings including any custom port numbers

OutgoingSMTP Mail Server Address

OutgoingSMTP Mail Serversecurity settings including any custom port numbers

Username format (Some email providers and exchange servers require full email address and others just username. Check with your email provider or IT department for their requirements)

Step 2 - Basic Account information

Enter the following to begin the process of connecting to your email:

Name

Address

Password

Description (only used in the Connect to Mail settings)

Permissions

Who can see emails from this account

Who can sent emails from this account

When finished click Next to continue.

Step 3 - Setup Automatic Email Tracking

Enter your IMAP Mail Server address and Username. Your Password is automatically populated from the password entered in Step 1.

Advanced Settings contain the security settings. By default the Security is set to SSL using port 993.

Click Next to continue.

**If you don't want to enable Automatic Email Tracking for this email account you can click "Skip and configure outgoing server >>".

Step 4 - Connect to Outgoing Mail Server

Enter the Outgoing SMTP Mail Server address and Username.

Reenter your password.

Advanced Settings contain the security settings. By default the Security is set to None using port 25. To edit click AdvancedSettings.

Click Save to finish.

If BuzzStream was able to make asuccessfulconnection to your Mail Server you will find an test email in your inbox with the subject "BuzzStream test message".

On May 25, 2018, the European Unions General Data Protection Regulation (GDPR) will go into effect. GDPR is a framework that sets guidelines for the collection and processing of personal information of individuals within the European Union. BuzzStream is committed to meeting the requirements set forth in the GDPR framework and to helping our customers meet their security and privacy requirements.

This document outlines the processes, controls and certifications that BuzzStream has put in place to meet our GDPR obligations. This document also details the data-related roles and responsibilities related to the use of BuzzStream.

BuzzStream as the data processor

The journalists, authors and website owners you store in your BuzzStream account in the Websites and People tab are your data subjects and you are considered the data controller for this personal data. When you use BuzzStream to research contacts, manage your relationships, and to conduct outreach, BuzzStream is serving as the processor for the data you submit to the service.

BuzzStream as the data controller

For the data we collect about our customers, BuzzStream acts as the data controller. This includes data that we need in order to perform our contract with you, as well as data we need to meet our obligations under GDPR Article 6.1.c. Additionally, we process your personal data to improve the app, to ensure your data is secure, and to notify you of changes to our product.

BuzzStreams GDPR readiness efforts

Our handling of data under GDPR is detailed in our Privacy Policy. Additionally, BuzzStream has taken the following actions to meet our GDPR requirements:

Privacy Shield and data transfer

BuzzStream has certified our services, for which we act as a data processor, under the EU-U.S. Privacy Shield Framework and the Swiss-U.S. Privacy Shield Framework. Our certification ensures our commitment to complying with the requirements for data collection, use and retention of personal information as set down by the U.S. Department of Commerce. BuzzStreams certification demonstrates our commitment to the seven principles of the framework:

Notice

Choice

Accountability for Onward Transfer

Security

Data Integrity and Purpose Limitation

Access

Recourse, Enforcement and Liability

Security

BuzzStream is committed to ensuring the security and privacy of our customers data. To do this, we have taken a number of steps, including:

Encryption of customer data in transit.

Encryption of customer supplied email passwords.

Internal infrastructure is isolated using strict firewalls and network access lists. Each system is designated to a firewall security group by its function. By default, all access is denied and only explicitly allowed ports are exposed.

Access to both our production and staging systems are limited to BuzzStream employees who need access in order to do their jobs.

Procedures to ensure data recovery and data integrity.

Use of data sub-processors that maintain the most rigorous security standards (e.Amazon Web Services) Amazons data centers provide physical security 24/7, state of the art fire suppression, redundant utilities and biometric devices to ensure that our customers data is safe and secure.

Resources for BuzzStream customers

BuzzStream is committed to working with you to help you understand your GDPR obligations and to help you meet them.

BuzzStreams Data Processing Addendum (DPA)

If your company is subject to GDPR, BuzzStream can provide you with our latest DPA. Just email us at [email protected].

Tools to assist with compliance

BuzzStream offers a number of tools to help you maintain compliance with GDPR regulation.

Amending, Deleting, or Sharing Data

First, you will always have full control over contact data.

You can amend or delete data directly within the BuzzStream app.

fairly in-depth overview

If a contact lawfully requests access to their data, you can export data directly to share with them.

Unsubscribe Options

BuzzStream allows you to add an unsubscribe option to any of the emails you send. Although it may not be necessary in all outreach contexts, it is highly recommended you provide this option as an alternative to getting reported for unsolicited outreach.

Tracking Options

BuzzStream gives you complete control over the types of outreach data you track. You can easily turn open and click tracking on or off from anywhere you send outreach.

How GDPR Affects Data Processing for Outreach

The important thing to remember is that the GDPR is primarily concerned with handling data ethically and according to the intended purpose.

Because the majority of the time consent will not be explicitly given on the part of your contacts (becauseyou'vefound relevant bloggers through a Google search, for example), the relevant part of the GDPR legislation governing outreach is Article 6 (f) which states:

Processing shall be lawful only if and to the extent that at least one of the following applies:

processing is necessary for the purposes of the legitimate interests pursued by the controller or by a third party, except where such interests are overridden by the interests or fundamental rights and freedoms of the data subject which require protection of personal data, in particular where the data subject is a child.

The legitimate interests clause does bring about some debate as it is one of the most frustratingly vague components of the legislation, however a closer look at Recital 47 seems to clarify that as long as the outreach is legitimate and relevant it is acceptable to collect information for that purpose.

Recital 47 states:

(47) The legitimate interests of a controller, including those of a controller to which the personal data may be disclosed, or of a third party, may provide a legal basis for processing, provided that the interests or the fundamental rights and freedoms of the data subject are not overriding, taking into consideration the reasonable expectations of data subjects based on their relationship with the controller.

And

The processing of personal data for direct marketing purposes may be regarded as carried out for a legitimate interest.

According to the ICO (the UKs independent authority with the mission of upholding information rights) the at a glance summary of legitimate interest is as follows:

Legitimate interests is the most flexible lawful basis for processing, but you cannot assume it will always be the most appropriate.

It is likely to be most appropriate where you use peoples data in ways they would reasonably expect and which have a minimal privacy impact, or where there is a compelling justification for the processing.

If you choose to rely on legitimate interests, you are taking on extra responsibility for considering and protecting peoples rights and interests.

Public authorities can only rely on legitimate interests if they are processing for a legitimate reason other than performing their tasks as a public authority.

There are three elements to the legitimate interests basis. It helps to think of this as a three-part test. You need to:

identify a legitimate interest;

show that the processing is necessary to achieve it; and

balance it against the individuals interests, rights and freedoms.

The legitimate interests can be your own interests or the interests of third parties. They can include commercial interests, individual interests or broader societal benefits.

The processing must be necessary. If you can reasonably achieve the same result in another less intrusive way, legitimate interests will not apply.

You must balance your interests against the individuals. If they would not reasonably expect the processing, or if it would cause unjustified harm, their interests are likely to override your legitimate interests.

Keep a record of your legitimate interests assessment (LIA) to help you demonstrate compliance if required.

You must include details of your legitimate interests in your privacy information.

As of now, it is important to discuss within your organization whether the types of outreach you are sending meet the criteria set forth in GDPR for European outreach targets. There is no one size fits all approach.

Data Storage for Outreach

One of the other big questions around GDPR as it relates to outreach falls under the data storage criteria set forth in the regulation.

Again, theres a lot of grey area surrounding the requirements around data storage. Effectively, you should keep data only so long as it is appropriate for you as an organization. Based on a of the policy (also from ICO):

Personal data will need to be retained for longer in some cases than in others. How long you retain different categories of personal data should be based on individual business needs. A judgement must be made about:

the current and future value of the information;

the costs, risks and liabilities associated with retaining the information

the ease or difficulty of making sure it remains accurate and up to date.

Where personal data is held for more than one purpose, there is no need to delete the data while it is still needed for any of those purposes. However, personal data should not be kept indefinitely just in case, or if there is only a small possibility that it will be used.

If you know that a campaign will be a one-off where you will almost certainly not be reaching out to those contacts again and have completed all reporting on said campaign, it may be prudent to remove those contacts from your database after a period of time defined by your organization. Again, there is no firm regulation around appropriate time periods as of now, so youll need to determine the right time constraints around the storage of contact data for your organization.

To Change your Credit Card:

To access the Account settings and credit card information for your BuzzStream Account, click on Settingslink on the top right of BuzzStream.

NOTE: Only the BuzzStream Account Owner can access the Account Settings.

Select the Account tab and scroll down on page to Payment Information. Click on Change the credit card for your account. A Credit Details page will open.Update the credit card information in the fields available. Click Saveto finish.

What if I can't update my credit card?

If the credit card can not be updated we will notify you. To continue, verify and enter the correct credit card information in the required fields and click Update your credit card. If you try a second time unsuccessfully please contact us at

The only person who can get access to invoices for an account is the account owner. If you are the account owner you can access all your previous inovices from BuzzStream in the Account settings.

First click on the settings icon in the top right hand corner of the app. From the dropdown select Account.

In the "Payment Information" section, your list of invoices is provided in a dropdown menu. Invoices arearrangedin order by date, with the most recent invoice at the top.

Once you have selected the invoice click View. The invoice will open in a new window. From here you can use your browser commands to print or savetheinvoice.

Open the BuzzMarker on a website that you already have in your database

Click on the envelope icon

Click "Choose your Sequence or Template." From here, you'll see the templates and sequences associated with your project. If you'd like to use a template or sequence from another project, click on the tree icon to access them.

Edit the initial email and follow-up emails as needed.

Either send or schedule your now personalized email Sequence.

Please note. We highly suggest you test sending Outreach messages through the Alias account/s added to your Gmail and Google Apps account before you start conduct Outreach. it to make sure you have an understanding of how it works.

To addtheoutgoing only alias email address (set up in a gmail/google apps account) in your BuzzStream account do the following:

1. Go to Connect to Email found in Settings.

2. Add Email Account and select Other as the provider. Enter in all the info for the alias address. You will need to put a password in the password field. If you don't have one put the password in for theauthenticatingaccount. Set all permissions and click Next.

smtp.gmail.com

3. Do not set up the Automatic Email Tracking. Instead click "Skip and configure outgoing sever >>"

4. Enter in the Outgoing mail server (for gmail/google app it's ""), the user name (full email address) of the account you are authenticating through, Password, and in Advanced Settings enter in the SSL type and Port. Click Save to finish.

5. Repeat for any additional Alias accounts.

You have now set up the email alias in BuzzStream and you can send Outreach from that address.

Want a higher level overview? Check out the announcement blog post here.

Sequences are pre-configured workflows that automate steps in the outreach process and help you stay focused on the right outreach activities. Here are three major benefits you'll get from using Sequences:

Scale: Schedule all your follow-up emails to either send automatically, or remind you automatically, so you can focus on other areas.

Organize: You'll be easily able to tell exactly where each contact is in a sequence.

Measure and improve: Track the success metrics of all of your sequences, helping you further target your outreach workflows and messaging.

How to create a Sequence

Click on Outreach, then Manage Outreach

From here, I'll be placed my the Sequences tab, and can click Create New Sequence. (If you want to access your templates you created earlier, you can access them from the Templates tab to the right of the Sequences tab.)

Now you'll get to title your sequence, add its subject line, and fill out the body of the first email in your sequence.If you'd like to leverage a template you previously created, you can select Copy from a template and select the template you'd like to use.You can also choose to share your sequence with your team by checking the box in the upper righthand corner.

Now it's time to add a follow-up email. Click Add a follow-up, and set your rules.You'll be able to specify whether you'd like BuzzStream to automatically send a follow-up email, or automatically remind you.(If you decide to schedule an automatic follow-up, you'll be able to set the specific template you'd like to use, saving you time when you revisit the conversation.)Then, you'll specify whether you'd like this email or reminder to be based on whether the recipient doesn't reply to the email, or if you'd like the action to happen regardless.After that, you'll set the number of days you'd like to pass before this step of your sequence initiates.You can also decide whether you'd like your follow-up email to appear as a reply to your first email, or a standalone email. If you'd like it to appear as a reply, simply check the box labeledSend follow-ups as replies.When it comes to populating the email, don't forget that you can always leverage an existing email template, or create a new email.

Once you've added your first follow-up email, you can either add another follow-up email or hit Save to start using your sequence.

How to send outreach individually using Sequences

Select the contacts you'd like to send your sequence to.

Click Outreach, then choose Send Individually to start your sequence.

Select which sequence you'd like to use

Personalize your email, review your follow-ups, then move on to the next contact in your list.

When you go back to your contacts, you'll see that they're in a sequence, and which emails they've received.

How to send outreach in bulk using Sequences

Select the contacts you'd like to send your sequence to.

Click Outreach, then choose Bulk Send.

In the Bulk Send module, select the Sequence you'd like to use in the Message: field.

Review your emails and send in bulk.

When you go back to your contacts, you'll see that they're in a sequence, and which emails they've received.

How to pause a sequence

To pause a sequence you've already scheduled to send, hover over the sequence and hit the pause button.

How to edit a sequence you've already scheduled

To edit a sequence that's already scheduled to send, hover over the sequence and hit the pencil button.

Note: If you schedule a sequence to send, then later edit the sequence, the sequence that was already scheduled will stay as-is. The edits you made later won't affect the already-scheduled sequence.

How to end a sequence

To stop a sequence you've already scheduled to send, hover over the sequence and hit the button with the hand icon. That will end the sequence, and the remaining follow-up emails will not be sent.

Note: If your rule was "recipient does not reply" and you receive a reply, your sequence will end automatically.

Note: While automated replies, like out of office notifiers, should not terminate your sequences, email bounces will end your sequences.

BuzzStream's Bulk Send feature can save you a lot of time when you need to do less personalized outreach to supplement your personalized outreach campaigns.

However, there are some errors you may run into when using it for the first few times. You can use this walkthrough and FAQ to help troubleshoot your Bulk Send campaigns as you get familiar with the tool.

I. FAQ

II. Using Bulk Send in Websites

III.Using Bulk Send inPeople

IV. Other Resources

I.FAQ

Is using Bulk Send going to hurt my sender score, or make me look spammy?

Using Bulk Send in itself isn't going to negatively impact your business. It's using Bulk Sendincorrectlythat has the potential tohurt your deliverability, decrease your sender score, and make you look spammy.

Touse Bulk Sendthe right way, check out our best practices around sending emails in bulk.

Should I use Bulk Send in Websites or People?

You can use Bulk Send in either Websites or People and it'll work. If the templateyou'veselected uses People dynamic fields, like [First Name], it might be a good idea to send from People. However, if you send from Websites, you can easily send to associated People by clicking on the pop-up that appears.

best practices doc

Either tab you choose,you can always switch between Websites and People from within your Bulk Send dialogue, so you have the flexibility to get to the data you need.

How do I find the template I want when using Bulk Send?

By default, the templates associated with your current project will be listed below so you can find and select them easily. However, if you'd like to use a template from another project, you can select the diagram tree icon on the right, or search for a template using the search bar.

How do I set default send settings for a template I'm using in Bulk Send?

To set default send settings (like no reply reminders, or open and click tracking), edit the template itself and add your desired default settings there. Once you do, the Bulk Send tool will automatically use those same settings when you select that template.

How do I preview my emails before sending them in bulk?

To preview an email, click on the ellipses (...) to the right of a contact's email address, then select Preview Email. From there, you'll see the email with all of its merge fields filled in, and be able to send a test email to yourself.

II. Using Bulk Send in Websites

I got this pop-up. What does it mean?

This pop-up means you selected Websites to send your Bulk Send campaign to, but you have a Person dynamic field included in your template.

Because of that, you'll want to switch to sending to associated People instead of Websites so those dynamic fields can be filled in. To do that, simply click the green Yes button. Otherwise, you would need to fill in all of those People dynamic fields manually.

The pop-up didnt resolve all of my errors, or Ive run into other errors. How do I solve them?

There are the five possible errors you can encounter when using Bulk Send in Websites:

Missing Email Address

Select Recipient

Missing dynamic field information

Already Used Email Address

Invalid email

Let's walk through what each one means, and how you can resolve it.

1. Missing Email Address

This error means you:

Dont have an email address associated with this Website (if youre not sending to associated People)

Dont have a Person associated with the Website (if youre sending to associated People)

To fix this error, you can click on the error name [Missing Email Address], then either add an email address to your Website from here, or select "Adda new person" from the dropdown.

If you add an email address to the Website, you'll see any contact information BuzzStream has discovered for that website.

If you add a Person, youll fill in the Persons name and email address. Youll also have access to the Discovered Contact Information.

Once youre done, hit Save, and the error will be resolved.

2. Select Recipient

This error means you either:

Have an email address associated with the Website,but no Person associated with that email address

Have multiple people associated with the Website

Have multiple email addresses associated with the Website

One way to fix this error is by creating a Person or associating an existing person with the email address you have on file.

To do that, click on the error name [Select Recipient], then hover over the email address youd like to use. On the right, youll see green text saying Add to a Person. Click on that green text, and fill in the Persons name.

If the Person already exists in your database, you can select their name from the dropdown that will appear as you type their name out. Otherwise, if the name you enter does not exist in your database, youll create a new Person once you hit Save.

Another way to fix this error is to specify which of the People or email addresses associated with this Website do you want to receive the email. To do that, click on the error name [Select Recipient], then select your desired Person or Website email address from the drop down.

3. Missing dynamic field information

This error occurs when a Person or Website is missing information that is going to be used in the dynamic fields in your template.

If only a few of your contacts are missing dynamic field information, you can fill it in manually by clicking on the [missing] tag, then typing in the desired information, and hitting Enter. Once you do, your error will be resolved.

If you have many users missing dynamic field information, we recommend using an Import to update those fields in bulk.

4. Already Used Email Address

This error means you already have this email address associated with another contact that youre trying to send outreach to in this Bulk Send session.

To fix this error, click on the ellipses button (...) on the right side of one of the email addresses with the Already Used Email Address tag. From there, select Remove from list, and the error will be resolved.

5. Invalid email address

This error means the email address associated with your contact is not a valid email address.

To fix this error, review the email address for syntax errors, or add a new email address that is valid.

III. Using Bulk Send in People

There are the four possible errors you can encounter when using Bulk Send in People:

Missing Email Address

Missing dynamic field information

Already Used Email Address

Invalid email

Let's walk through what each one means, and how you can resolve it.

1. Missing Email Address

This error means that youdon'thave an email address for a Person youre trying to send outreach to.

To fix this error, click on the error name [Missing Email Address], then select Add email address. From here, youll enter an email address, hit Save, and your error will be resolved.

2. Missing dynamic field information

This error occurs when a Person is missing information that is going to be used in the dynamic fields in your template.

If only a few of your contacts are missing dynamic field information, you can fill it in manually by clicking on the [missing] tag, then typing in the desired information, and hitting Enter. Once you do, your error will be resolved.

If you have many users missing dynamic field information, we recommend using an Import to update those fields in bulk.

3. Already Used Email Address

This error means you already have this email address associated with another Person that youre trying to send outreach to in this Bulk Send session.

To fix this error, click on the ellipses button (...) on the right side of one of the email addresses with the Already Used Email Address tag. From there, select Remove from list, and the error will be resolved.

Note that this tag is not telling you that you've sent to this same email address in a different Bulk Send campaign, only that you're trying to send to the same email address twice in your current Bulk Send campaign.

4. Invalid email

This error means the email address associated with your Person is not a valid email address. To fix this error, review the Persons email address for syntax errors, or add a new email address that is valid.

IV.Other Resources

If you havent already, check out our to see how to use Bulk Send in a way that won't lookspammy to your email provider.

As always, if you have any questions or would like any assistance, never hesitate to contact us at [email protected]

Our bulk send feature gives you a powerful new way to conduct outreach. In cases where you need to follow up to large groups of contacts, send out press releases to online publications, or push more general announcements to listsyou'vealready got a relationship with, this option will make you much more efficient. However, as all good web-slingers and web-marketers know, with great power comes great responsibility.

Google has been cracking down on spam and unsolicited messages, so misuse can have serious repercussions for your business or your clients. Read on to learn how to use this feature safely and effectively.

1. Send only to carefully targeted lists

While spray and pray outreachisn'tsuper-effective to begin with, sending large volumes of messages to contacts thataren'tdirectly relevant to your campaign is going to increase the likelihood that youll be perceived as a spammer.

Instead, focus significant time and attention up-front on the prospecting side of list-building. Youll be rewarded with better responses and youwon'ttrigger spam complaints.

For example, youll have much better results sending an email about your new HVAC product to sites interested in industrial supply, not ones that cover digital marketing(Yes, weve seen this).

2. Spread out your email send times

While wedon'tplace limits on the number of emails you can send in bulk, it still pays to be cautious here.

Email clients can get suspicious of large volumes of email being sent at once, particularly if it regularly exceeds their daily send limits.

To avoid issues in this area, break up large campaigns into several sends. If you want to play it safe, wed recommend limiting your bulk sends to 200 emails per day.

3. Limit your followups

Following up can be a great way to get a contact to take action on your email.

However, it can also be very annoying and lead to spam complaints if you go overboard.

Each followup to a message without a reply increases your likelihood that youll be flagged, which can impact deliverability for your whole list.

To avoid this, limit followups to a bare minimum and test with smaller lists before scheduling them en masse.

4. Dont send from new email accounts (particularly ifthey'refree)

Google and other email providers place much more scrutiny on new email accounts than on older, trusted ones.

Therefore, activity that would be fine coming from an established account can cause Google to raise red flags and inhibit deliverability while they investigate to make sure theyaren'tbeing gamed by a spammer.

Try to avoid sending in bulk from new email accounts altogether for best results. If that is not an option, wed recommend using a paid email client such as AWS, Exchange, or SendGrid.

If you haven't already, feel free to check out our Bulk Send FAQ to help youaddress common "Need to Review" errors while using Bulk Send.

Get the full detailsin this blog post, and read our best practices to get the most out of the feature.

Step 1:Upload a file to import

If you're using projects, make sure you've selected the project that you want to import your records into.

Click 'Import' on either the 'Link Partner' or 'Links' tabs.

Next: Select a CSV file you wish to upload to BuzzStream. Make sure the first row of the file has the column headers for your data.

"Auto-Update Existing Contacts" compares your upload to the existing records in your BuzzStream account. If selected, any existing records will be updated. If not selected, potential duplicate records will be skipped in the import.

Step 2: Match your data with the fields in BuzzStream

BuzzStream makes it easy to get your data imported by allowing you to match the BuzzStream field with the field in your spreadsheet. BuzzStream field pull downs are displayed to the left.Your Import file column headers and the data from the first row is listed to the right. If the column headers match the BuzzStream field names, the import tool process automatically matches them for you.

If the field names do not match the BuzzStream Field, BuzzStream automatically chooses "Skip It" by default. To change this, select the field you want from the pulldown menu.

Once you have all you all you fields matched, complete the import process by selecting "Import these contacts".

BuzzStream acknowledges theimportprocess is in progress and will email you when it's completed. Click done to finish.

Import completed email and results -BuzzStream sends an email to the registeredemail address for your BuzzStream account. The email summarizes the import process, detailing the exact number of records added for Link Partners and Links. Additionally if you are importing or updating data for existing records, theemail summarizes the actions taken for each existing record in your BuzzStream account.

Weve updated our Export feature to include social profile URLs, Alexa Rank, and post frequency, giving you a more complete picture of your contacts.

Here's a complete list of the new fields you can now export:

RSS URLYouTubeInstagramMyspaceAboutMeQuoraDiggFlickrEtsyStumbledUponXingAlexa RankPost FrequencyLast Post Date

As part of this update, we've also changed the order of the columns in your exported file. If you need the old export format for any reason, let us know at [email protected] and we'll change it back.

Were proud to introduce a faster, more actionable dashboard and the ability to edit your unsubscribe message. Get the full details here.

Get the full details here.

Were proud to introduce to you the latest batch of BuzzStream improvements: the ability to pin important information to the top of the contact record so you never miss it, printable reports that are easy to share with clients and team mates, and sharing links for projects for easier and more direct collaboration. Get the full details here.

Weve improved the BuzzMarker by making it smarter when presenting discovered contact information, and easier to select the contact information you want to add. Get the full details here.

We've made it easier to get to the projects that you use most often and the projects that are most important to you.

Recently opened projects: We've added this link to make it easy to pick up where you left off as you switch between different campaigns.

Starred projects. Star your most important projects so you can access them without scrolling through all active projects in your account.

Weve made a couple of updates to tags in BuzzStream that will make it easier for you to organize your contacts efficiently when running your outreach campaigns.

Updated UI for tags

Tags in your contact records now appear the same way they do in the BuzzMarker, making it easier to add the right tags at a glance.

Bulk actions in tag management

Now you can select multiple tags when you want to take action on them, saving you time when you're maintaining your tag database.

Improved tag merging

When you're merging tags, the tag that is associated with the most websites and people will be highlighted, and it will automatically be selected as the tag that the other tags will be merged into.

Additionally, you won't have to wonder which of your tags is the most popular among your team, because the number of websites and people associated with each tag will appear next to it.

Get the full details here.

We've combined the Send and Send Later buttons into one button to make it faster and easier to send your outreach emails at the times you want.

Your Send button now looks like this:

If you want to schedule your outreach emails to send at a later time, click the arrow on the right side of the button, and select the right time frame or enter your own.

When you schedule an email to send at a later time in the outreach module, the next email in your list will automatically be queued up to send at that same time.

And if you schedule an outreach email to send when your daily send limit has been reached, BuzzStream will automatically find the next available time and schedule it for you.

If you have any questions or feedback, please let me know!

When a contact responds to you, BuzzStream will now automatically change the relationship to "Replied," making it easier for you to keep track of where your contacts are in the outreach process.

If you don't have a "Replied" relationship stage, you can add it by navigating to your websites tab, then clicking on a contact's relationship stage.

Then, from the drop down, select Edit options.

From here, click Add another option, type Replied, then click Save.

Now, BuzzStream will automatically update your contacts' relationship stages when you receive a response.

When you add a link or an article, we'll check for backlinks to your websites. Backlinks are critical because they are the biggest factor search engines use for ranking sites.You can keep track of the status of your backlinks over time using our backlink checker tool. BuzzStream's checks include:- Is the link still there and is it going to the right page?- Does the anchor text match what you wanted?- Is it a nofollow link?- How many other links are on the page?

To add a website:

Go to Settings.

Click on the section titled Websites. If you have Projects enabled you'll need to go into Manage Projects. Select the project name you want to add the website to or Add a project.

Find the field Add Your Websites. In the websites section it's the first field. In Projects it's located in the Websites section. Enter the URL in the empty field. If you want to add multiple websites use the Add Another link to add another blank field.

We've created this guide to help you understand the key components of BuzzStream and to get up and running as quickly as possible. Spend 20 minutes with this guide and you will have an understanding of BuzzStream core capabilities.

You can also import the 'Sample Database' file into your account to walk through the scenario described in the Getting Started guide.

To Export from Your BuzzStream account:

Pick the area you want to export from. Go to People, Link Partners (Media Outlets), or Links.

Clear any set filters or apply any filters before you start your export.

Click the Export Button (4th button to the right of thesearchfield).

To access the Account settings for your BuzzStream click on the settings link on the right of BuzzStream.

***Only the BuzzStream Account Owner can access the Account Settings.

Click the "Account" tab at the end of the settings menu.

In the "Account" tab you have access to the overall settings for your BuzzStream account. You can: Change Your Plan, Change your Payment Information, Access Your Invoices, Change the Account Owner, and Cancel Your Account.

To change the Account Owner, go the Settings menu and select the Account tab.

Scroll down the page to the Account Owner Section.

Select the person you want to be the Account Owner. Click Save to finish.

The account owner in BuzzStream is the individual who has the ability to manage the BuzzStream account for the organization and all users in that organizations account.

The account owner is the only person who can:

Upgrade or Downgrade a plan

Change the credit card on file for the account

Review previous invoices

Reassign the account owner to another user in the organization

Cancel the account

Only the Account Owner can access and change the Plan for your BuzzStream account. If you are not the account owner please contact that individual within your organization.

To Upgrade your Plan:

Go to the settings Icon and select Account from the dropdown. If you do not see this option you are not the account owner.

The first section in the Account page is a summary of your current account including details about the number of Users, Projects, and Contacts.

The second Section is labeled Change your plan. You'll find a summary of the different plans that you can choose. Your current Plan is labeled your plan in bold. It will not have a select button.

Use the select botton to choose the plan you want to upgrade to.

You'll be asked to confirm the details and billing information. You can charge to the existing card or change the billing to a new card using the radio button.

Confirm that you consent to the upgrade by marking the check box and click the Place Order button. Your account will immediately be upgraded and your credit card will be charged the full amount of the new plan minus the amount you currently have remaining in the billing period for the old plan. The billing date for the account is also updated to that same day of the month going forward.

For example:if you're on a plan that's $100/month and ten days into your billing cycle which process on the 10th of the month, youupgradeto a plan that's $200/month, the billing system would calculate the charge as: 200 - (.66*100) = 133 and the new billing date will be the 20th of each month going forward.

To Downgrade your Plan:

Use the select button to choose the plan you want to downgrade to.If the select button is transparant and doesn't darken when you rollover you are not able to select that plan as your account is currently above the account limits for the plan you want to downgrade to. To proceed go into your account and remove contacts and/or users until you are within the limit of the account you want to downgrade.

You'll be asked to confirm the downgrade of the plan. Click Place Order to complete. The plan will be downgradedimmediately. The billing date will not change when you downgrade an account.

Account billing and charges take place between12:15am and 6am Central Standard Time the day of your billing date.

Paid accounts are billed on the same day each month.

Trial accounts are charged on the 15th day of the trial.

The billing date for your account can be found under the Payment Information section of the Account page.

To find the billing date for your account:

Go to the Settings icon and select Account from the drop down.If you do not see this option you are not the account owner.

Find the third section titled Payment Information. Under the Invoices dropdown you will see the date the next charge for your account will be processed. The day of the month listed will also be billing date each month.

During the Trial:

Cancel any time during the trial period before the trial end date and youwon'tbe charged a thing.

After your trial:

You can cancel your account at any time and you'll never be charged again. However, you are responsible for all charges incurred before you cancel your account.

The email address entered in your BuzzStream account is the email address we send password reset requests to. Additionally your full name (first and last names) and email address are are used as the From Address when you send Outreach messages in BuzzStream.

To change your Name, Email address, and phone number:

Go to the Settings Icon and select settings from the dropdown.

You'll land on the My Info page. The top Section labeled Your Account Information contains the fields for First name, Last name, Email address, and Phone number. Make any changes you want and scroll to the bottom of the page to Save.

The Username and Password for your account can be changed at any time from the My info Page found in Settings.

To change your Username and/or Password:

Go to the Settings Icon and select settings from the dropdown.

You'll land on the My Info page. Locate the second sectionlabeledLogin Information. Edit your *Username and Password in the specific fields.

Scroll down to the bottom of the page and click Save to finish.

*Please note that Usernames must be unique. If we find an existing username when you save the changes we'll ask you to pick a new, unique username.

Every person can adjust the following settings in their personal account:

Task Reminders

Timezone

BuzzStream Homepage

To change personal reminder and account settings:

Go to the Settings Icon and select Settings from the dropdown.

You'll land on the My Info page. Locate the third and fourth sections labeledReminders and other Settings.

To change your reminders use the check boxes under Reminders (thirdsection) to set your desired email reminders for Tasks.

To change the Timezone and Homepage of your account use the specific labeled dropdown found in section labeled Other Settings (fourth section).

Scroll down to the bottom of the page and click Save to finish.

If BuzzStream finds a Link Partner in your import that is already in your database, it can update the Link Partner's information for you.

Choosing the "auto-update existing contacts" option will cause imports to run slower and take more time, so only select it if you have new information that you need updated.

Key things to rememberwhen importing existing contacts and selecting Auto-Update:

1. If you use projects, the current project selected when you click on import will be the project that your records are imported into.

2. When you select 'auto-update', some fields for the Link Partner will be replaced with the imported values and some fields will added to the Link Partner. For example, if you import a new 'Email' address, the existing email addresses will be left on the contact record and the new one will be added. In contrast, if you import a new value for the 'Assigned To' field, it will be changed to the new value.

3. Some imported values will be replaced in the current project only, and other fields will be replaced in all projects. For example, the contact info for a Link Partner will be replaced in all projects if updated in your import. 'Relationship Stage' is a project specific value that will only be replaced in the current project you are importing too. Additionally, imported values for 'Custom Fields' are updated to the configuration of the specific custom field you are importing to. (Custom Fields can be configured to be have project specific values or to have values that apply to all projects.

The following table is guide that details out the specific field, how "Auto-Update" treats the field, and how it will be applied to your project/s.

BuzzStream Field

How Auto-Update"Treats the Field

Applies to:

Link Partner Type

Replaced

All Projects

Assigned To

Replaced

Selected Project

Relationship Stage

Replaced

Selected Project

Overall Rating

Replaced

All Projects

Email 1

Added

All Projects

Email 2

Added

All Projects

Email 3

Added

All Projects

Email 4

Added

All Projects

Facebook

Replaced

All Projects

Linked In

Replaced

All Projects

Twitter

Replaced

All Projects

Friend Feed

Replaced

All Projects

Contact Us Url

Add

All Projects

Phone 1

Added

All Projects

Phone 2

Added

All Projects

Fax

Added

All Projects

Address Line 1

Added

All Projects

Tag 1

Added

All Projects

Tag 2

Added

All Projects

Tag 3

Added

All Projects

Tag 4

Added

All Projects

Tag 5

Added

All Projects

Tag 6

Added

All Projects

Tag 7

Added

All Projects

Tag 8

Added

All Projects

Tag 9

Added

All Projects

Tag 10

Added

All Projects

Tag 11

Added

All Projects

Tag 12

Added

All Projects

Tag 13

Added

All Projects

Tag 14

Added

All Projects

Tag 15

Added

All Projects

Tag 16

Added

All Projects

Tag 17

Added

All Projects

Tag 18

Added

All Projects

Tag 19

Added

All Projects

Tag 20

Added

All Projects

Tag 21

Added

All Projects

Tag 22

Added

All Projects

Tag 23

Added

All Projects

Tag 24

Added

All Projects

Tag 25

Added

All Projects

Custom Fields

Replaced

See Custom Field SettingsFor Each Custom Field

Step 1:Upload a file to import

If you're using projects, make sure you've selected the project that you want to import your records into.

Click 'Import' on either the 'Link Partner' or 'Links' tabs.

Next: Select a CSV file you wish to upload to BuzzStream. Make sure the first row of the file has the column headers for your data.

"Auto-Update Existing Contacts" compares your upload to the existing records in your BuzzStream account. If selected, any existing records will be updated. If not selected, potential duplicate records will be skipped in the import.

Step 2: Match your data with the fields in BuzzStream

BuzzStream makes it easy to get your data imported by allowing you to match the BuzzStream field with the field in your spreadsheet. BuzzStream field pull downs are displayed to the left.Your Import file column headers and the data from the first row is listed to the right. If the column headers match the BuzzStream field names, the import tool process automatically matches them for you.

If the field names do not match the BuzzStream Field, it will show "Skip It" by default. To change this, select the field you want from the pulldown menu.

Once you have all you all you fields matched, complete the import process by selecting "Import these contacts".

BuzzStream acknowledges theimportprocess is in progress and will email you when it's completed. Click done to finish.

Import completed email and results -BuzzStream sends an email to the registeredemail address for your BuzzStream account. The email summarizes the import process, detailing the exact number of records added for Link Partners and Links. Additionally if you are importing or updating data for existing records, theemail summarizes the actions taken for each existing record in your BuzzStream account.

If BuzzStream finds a Media Partner or Contact in your import that is already in your database, it can update the Media Partner or Contact's information for you. Choosing the "auto-update existing contacts" option will cause imports to run slower and take more time, so only select it if you have new information that you need updated.

Key things to rememberwhenusing Auto-Update:

1. If you use projects, the current project selected when you click on import will be the project that your records are imported into.

2. When you select 'auto-update', some fields for the Media Partner and/or Contact will be replaced with the imported values and some fields will added to the Media Partner or Contact. For example, if you import a new 'Email' address, the existing email addresses will be left on the contact record and the new one will be added. In contrast, if you import a new value for the 'Assigned To' field, it will be changed to the new value.

3. Some imported values will be replaced in the current project only, and other fields will be replaced in all projects. For example, the contact info for a Media Partner or Contact will be replaced in all projects if updated in your import. 'Relationship Stage' is a project specific value that will only be replaced in the current project you are importing too. Additionally, imported values for 'Custom Fields' are updated to the configuration of the specific custom field you are importing to. (Custom Fields can be configured to be have project specific values or to have values that apply to all projects.

The following table is guide that details out the specific field, how "Auto-Update" treats the field, and how it will be applied to your project/s.

BuzzStream Field

How Auto-Update" Treats the Field

Applies to:

Assigned To

Replaced

Selected Project

Relationship Stage

Replaced

Selected Project

Overall Rating

Replaced

All Projects

Person About

Replaced

All Projects

Email 1

Added

All Projects

Email 2

Added

All Projects

Email 3

Added

All Projects

Email 4

Added

All Projects

Facebook

Replaced

All Projects

Linked In

Replaced

All Projects

Twitter

Replaced

All Projects

Friend Feed

Replaced

All Projects

Contact Us Url

Add

All Projects

Phone 1

Added

All Projects

Phone 2

Added

All Projects

Fax

Added

All Projects

Address Line 1, Line 2, City, State, Zip, Country

Added

All Projects

Media Outlet Relationship Stage

Replace

Selected Project

Media Outlet Type

Replace

All Projects

Media Outlet Job Title

Replace

All Projects

Media Outlet About

Replace

All Projects

Person Note

Added

All Projects

Tag 1

Added

All Projects

Tag 2

Added

All Projects

Tag 3

Added

All Projects

Tag 4

Added

All Projects

Tag 5

Added

All Projects

Tag 6

Added

All Projects

Tag 7

Added

All Projects

Tag 8

Added

All Projects

Tag 9

Added

All Projects

Tag 10

Added

All Projects

Tag 11

Added

All Projects

Tag 12

Added

All Projects

Tag 13

Added

All Projects

Tag 14

Added

All Projects

Tag 15

Added

All Projects

Tag 16

Added

All Projects

Tag 17

Added

All Projects

Tag 18

Added

All Projects

Tag 19

Added

All Projects

Tag 20

Added

All Projects

Tag 21

Added

All Projects

Tag 22

Added

All Projects

Tag 23

Added

All Projects

Tag 24

Added

All Projects

Tag 25

Added

All Projects

Custom Fields

Replaced

See Custom Field Settings For Each Custom Field

Exports in the main sections of BuzzStream contain different information for People, Link Partners (Media Outlets), and Links. Below is a guide of the what the different exports contain in both Buzzstream for Link Building and BuzzStream for PR & Social.

Exports in Link Building

People Exports contain:

All Person Records

Primary Link Partners for the Person

Person Tags

All Custom Fields for both People and Link Partners

The last item added to that person's history

Link Partner Metrics

Link Partners and Links Exports contain:

All Link Partners and their associated Links

Primary Contact for the Link Partners

Link Partner Tags

Primary Website

All Custom Fields for both People and Link Partners

The last item added to that Link Partners history

Link Partner Metrics

DashBoard Exports contain:

AllHistoryitems

Associated Contacts (People and Link Partners)

History Type - Tweet, Email, Note, etc

BuzzStream User item was posted by

Exports in Media Outlets

People Exports contain:

All Person Records

Primary Media Outlet for the Person

Person Tags

Articles and Article Details

All Custom Fields for both People and Media Outlets

The last item added to that person's history

Media Outlet Metrics

Link Partners and Links Exports contain:

AllMedia Outlets

Primary Contact for theMedia Outlets

Media OutletTags

Primary Website

All Custom Fields for both People andMedia Outlets

The last item added to that Media Outletshistory

Media OutletMetrics

DashBoard Exports contain:

AllHistoryitems

Associated Contacts (People and Link Partners)

History Type - Tweet, Email, Note, etc

BuzzStream User item was posted by

Occasionally you may notice that characters that appear to be correct in BuzzStream will not be represented accurately after you open your CSV file in Excel. This is due to a Microsoft Excel issue where are all CSV files are opened in Excel with the assumption that text is formatted as ASCII Text.

This issue can be corrected in MicroSoft Excel 2007 and 2010 for PC. MicroSoft Excel 2011 for Mac does not resolve this issue.

To correct this issue you must import the BuzzStream CSv file into Excel and set the Character encoding.

Export the CSV file and Save it. DO Not open it.

Go to Excel 2007 or 2010. Open a new worksheet. Click on the Cell A1. This is the where the data will be imported.

Find theDatatab, in theGet External Datagroup, clickFrom Text.

Locate and double-click the BuzzStream Export file that you want to import.

Set the file Type as Delimited and the Character format from options as Unicode UTF8. Click Next.

Select the Delimiter of the file to Comma using the checkboxes. ByDefaultthe export format from BuzzStream is commaseparated. (Some accounts may be customized to use Semi Colon's or Tabs. Choose the delimiter set in your BuzzStream if your exports are not comma delimited. If you are unsure check with the owner of your BuzzStream account.)

Click Next.

Click Import to finish.

Any Applied Filters directly affect exports. The only data exported is the data that matches the filter.

For example I have 1500 Link Partners in muy account spreadacross3 projects. 500 Link Partners in the project SnowShoes. There are 135 Link Partners assigned the the tag "Product Reviews" in the SnowShoe project.

If I am in the project SnowShoes and I filter all Link Partners by"Product Reviews" there will be 135 records returned. If I then do an export from Link Partnerstheresulting csv file will have 135 Link Partners.

You can export your data from BuzzStream at any time.

All Exports are delivered as CSV files with a comma delimiter. Character encoding in the exported file is Unicode UTF-8.

To learn more aboutthedifferent exports you can download in BuzzStream see" What the difference between Exports in People, Link Parters (Media Outlets), and Links? "

By default the Export CSV file delimiter is a comma. Some countries like the Netherlands and otherEuropeancountriesuse Semi Colon's or Tabs as the defaultstandardfor CSV files. Microsoft Sets this default in theoperatingsystem (found in Regional and Langauge Options in the Regional Options tab).

This setting can be customized for your BuzzStream account by the account owner.

To have the delimiter of all exports and imports changed from a comma to a semi colon or a tab delimited file please contact us at customer-service (a-t) buzzstream (d-o-t) com.

You can add Links three ways:

1. Add a link using the Buzzmarker

See the FAQ "How do I add a Link with the BuzzMarker?" found in the section " What is the BuzzMarker and how do I use it? " under the category " Finding and Researching Prospects ".

2. Add a linkindividuallyfrom the Link Partner detail

Find the Link Partner you want to add the link to in the Link Partners Tab.

Click on the Link Partner name and open the detail record. In the detail find the Links section.

Click Add Link.

Using the presented fields provided enter in the data you want to include for this link. At a minimum you must enter the Linking From URL.

Click Save to finish.

3. Add a link or list of links using import

To import a list of links follow thedirectionsprovided in "Import" found under "Managingmy Data".

It's easy to add an individual contact in BuzzStream. You can add People or Link Partners.

To Add a Person:

Go to People.

Select the Add Person icon between the icons for Filters and Import.

Enter the details for the person in the matching fields.

If you want to ties this Person to Link Partner enter in the Link Partner information.

To add additional contact info such as Social Profiles and values for any People Custom Fields in your account click Add more contact information.

Click save to finish.

To Add a Link Partner:

Go to Link Partners

Select the Add Link Partner icon between the icons for Filters and Import.

Enter the details for the Link Partner in the matching fields.

Click save to finish.