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Import Customers & Prospects

Last Updated: Jan 29, 2018 04:27PM EST
If you plan on executing marketing assets from the platform you first need to upload your customer and prospect list. The import process takes a few moments and includes a step by step tutorial / wizard. The platform accepts CSV and XLS(X) formats.

Getting There
To begin the import process select the Upload Mailing List option from the home page. If your home page does not have a link to upload mailing list click the Contacts tab. From the contacts tab click the New tab and then select the Import link.

Import Wizard
Once the import wizard loads a step by step tutorial will play. Uploading your customers and prospects is as simple as following the tutorial.

  • For additional information on uploading lists, click here.
  • For information on how to execute tactics, click here.
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