How to Import Contacts

True or False: If you’re going to import your contacts from an Excel spreadsheet, first prepare the data by making sure each field has its own column, each contact’s details are captured in their own row and fixing incorrect email addresses before importing.

Fill in the blanks: you can import your contacts in the following ways:

1. Upload a CSV, Excel, or Text file from your computer
2. Copy and paste a few contacts into a text box in the platform
3. _____
4. Upload from an integrated service like Google Contacts, Google Docs, or Salesforce

Contact tagging is a lightweight way to organise subscriber data, so you can segment lists and groups of contacts for intelligent targeting. Much like _____ on social media, contact tagging enables you to tag contacts with content that can then be pulled together when you send a communication.

True or False: Tell the system which field it must apply to each column of your data. The system will assign fields automatically, but if the wrong field has been applied, click the drop-down menu on the field name and choose the correct one. Any column without a field assigned to it will also be included in the import.

True or False: if you have a contact’s email address on your existing list, but their email address field in your new import is blank, the import won’t clear the email address you already have. It will only update that field if you provide a new email address.