Importing Contact Best Practices

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  • Mark Walter-Acoustic

    Dan, there's a couple of ways to manage this.

    With an Import Update, you can add a new database field on the fly and if your file contains that field and the value you want to store in it, you can update a new value for the contacts with your file. (screenshot 1 below)

    Another way is to choose to add the contacts into an optional Contact List (create a new list) in Step 1 and anyone you add or update in the Import Update will be part of that Contact List. This allows you to query, segment or update field values to just those contacts in the list. (screenshot 2 below)

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