Create and Manage Contact List

Create a contact list by uploading a CSV file and mapping each contact field before import.

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Before you start

Prepare the following before creating a contact list:

  • Create a .csv file with contact details.
  • Include fields such as First Name, Last Name, Email ID, and any other relevant fields.
  • Decide how duplicate contacts should be handled during import.

Create a contact list

  1. Open Contact Lists
    Click Contact Lists in the menu bar and select Add.

  2. Enter list details
    Enter the Contact List Name and select the required Custom Fields.

  3. Upload the CSV file
    Browse and upload the .csv file that contains the contact details. Click Next.

  4. Map contact fields
    Map the uploaded contact fields correctly. If duplicate contacts are found, select the required duplicate handling action. Click Done.

  5. Confirm upload success
    After the upload is complete, your contact list is created and ready to use.

Upload setup reference

Setup itemWhat to provide
Contact List NameEnter a clear name that helps you identify the list.
Custom FieldsSelect the custom fields that match the data in your CSV file.
CSV fileUpload a .csv file with First Name, Last Name, Email ID, and other relevant fields.
Duplicate actionChoose how duplicate contacts should be handled during import.

A comprehensive user guide is available as the Email Marketing User Guide V2 in PDF format.



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