Importing Contact Best Practices
During the import process, is there a way to tag the contacts as you're importing them? I want to be able to tag the contacts and then create a contact list where I'll add contacts with the specific tag(s).
Is there a system field called tag? Can I create a field called "tag" and then set the field to whatever tag I want to set?
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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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