Streamline your contact management with this comprehensive guide to importing contacts into the platform. Learn how to upload, map fields, and organize your contact list while integrating them into workflows and campaigns. Simplify your process and ensure seamless contact management!
1. Start by accessing your list of contacts.
2. Next, proceed to import your contacts here.
3. Now, upload a CSV file to move forward.
4. Afterward, confirm your actions by clicking 'Next.'
5. Keep in mind, items flagged will not be imported.
6. To continue, associate your data by clicking here.
7. Then, select a field that matches your data's requirements.
8. Click here to import unmatched column data.
9. Click 'Next' to proceed after the selections.
10. Optionally, alter the import name to your preference.
11. You may also set up a smart list for the recent import.
12. Explore more settings here.
13. Choose your method for importing: add, update, or both.
14. Ensure the contact based on accurate information.
15. Add another preference if necessary.
16. Choose not to update blank fields in records.
17. Here's a place to add tags to organize your contacts better.
18. To enable contact integration to a workflow/campaign, click here.
19. Select a suitable campaign or workflow here.
20. Before finalizing, ensure to confirm the consent form.
