Uploading Contacts

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You can upload a CSV, import your Google contacts (that contain email addresses), or manually add a new contact into the list

Step 1 – Click on “Contacts” located on the main menu bar at the top of the screen.

Step 2 – Click on “Import Existing” to import contacts from gmail, linkedin, or just about any csv source.

Step 3 – Select the csv type or choose “google account” to import from your linked gmail contacts.

Step 4 – Then click on get started.

Step 5 – Make sure all the CSV columns and information are lined up correctly, selecting the corresponding field from the drop down for each. Then click Next.

Step 6 – Preview the contacts, if all looks normal, scroll down and click Next.

Step 7 – Select tags to apply in bulk, or wait and add tags that get more granular┬álater.

Tip – Segmenting contacts into separate CSV's before upload can speed up group tagging.

Step – 7b (optional) – If you have chosen to apply a tag, you will be shown your current tags. Typing in a new tag name will provide the option to create that tag.

Step 8 – That's it your contacts are uploaded! Next you will want to apply tags if you haven't already then your ready to create your first campaign!


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