Overview
Your audience is the heartbeat of your business. Quickly import your existing contacts from various platforms into one convenient space and start engaging immediately.
How to Import Contacts
The process involves eight steps:
- Navigate to Contacts
- Click the Import button (downward arrow icon)
- Select Contacts in the Imports dialog and click Next
- Confirm your file format
- Upload a CSV file (maximum 50MB); access sample files showing standard fields
- Map file columns to Contact fields; create custom fields for non-standard data or skip unmatched columns
- Fill in import details (name, lists, consent preferences) and click Bulk Import
- Wait for completion
How to Create New Custom Fields
You can personalize contact data by:
- Going to Settings > Custom Fields
- Clicking Add Field
- Selecting the field type needed
- Filling in field details (name, group, placeholder)