Import Contacts to the CRM

Before you're able to send email invitations, you'll need to add contacts.

Add contacts

To import contacts to your list:

1. Click Apps in the top left
2. Go to Contacts
3. Click the + icon
4. Select Bulk Import
5. Paste your email list into the import field (along with custom fields)
6. Select Import Contacts
7. Choose which groups you would like to add these contacts to
8. Match the custom fields from your pasted list to those in the systemDuplicate contacts will be removed automatically. If you upload a contact that already exists in your list, but with extra information, that contact will be updated.

Custom fields

When importing contacts, you can add custom information.

When doing this, you will need to format it like this:

Email | First Name | Last Name | Custom Field 1 | Custom Field 2 | ...

When you include fields other than email, you will need to match them to those in our system.

These include:

• First name
• Last name
• Email
• Phone number
• Country
• Zip/ Post code
• State/ Province
• City/ Town
• Address line 1
• Address line 2
• Company

You must ensure that when you paste contacts, all custom fields are in the same order for each individual contact.

Import contacts from your Address Book (legacy feature)

If you previously had contacts uploaded to your Address Book, you can import these over to the new contact system.

To do this:

1. Go to Contacts
2. Select Import Contacts
3. Click Import contacts from the old
4. Agree to the below terms

• If you're using the 'custom' field of the old contact system. You should first create the field in the new system to contain this data.
• To put your contacts into a group, you will first need to create a group in the new system.

6. Choose a source list
7. Select a target custom field to link your existing custom field to
8. Select a group to move these contacts into
9. Select Import Contacts

Group contacts

To start creating groups:

1. Open the main menu
2. Go to Contacts
3. Go to the Groups tab
4. Select New Group in the top right
5. Name the Group
6. In the Consent dropdown, select a lawful basis for the processing of the data.
7. Add a description for the group (optional)

The Consent dropdown gives you a selection of default groups that represent the different legal bases for processing data. These allow you to group your contacts according to the GDPR guidelines for easy review and reference. Don't worry, you can add contacts to multiple groups.

For example, if you have a list of Newsletter Subscribers, you can create a group for these but also add them to the Explicit Consent group. The Newsletter Subscriber group can act as an active list that serves a specific purpose, whereas the Explicit Consent group would act as a master list of consent-based contacts from all other groups.

Once you've uploaded and grouped contacts you can use [segments] to further personalize your lists.

Edit contacts

You can edit contact information after they've been uploaded. To do this:

1. Go to Contacts
2. Find your contact using the search bar
3. Click the Contact (this will take you to their profile)
4. Scroll down to the Details section
5. Click Edit
6. Change the available information
7. Click Save

From the Contact Profile, you can also add or remove them from your existing groups.

Just click the Groups dropdown and check the boxes for the list you wish them to be a part of.