Audience management - Import sub-tab

Import sub-tab

To import multiple participants, you must prepare a CSV file in advance in the desired format with fixed column names specified as follows:

• firstname (First name)
• lastname (Last name)
• email (Email)
• phonenum (Phone number)
• company (Company name)
• company_position (Job role)

Sample csv file to download

How to prepare the file in Microsoft Excel

In preparation

File preparation procedure in Google Sheets

In preparation.

Import procedure

1. Click on the “Import"  button and a wizard for uploading participants will appear.

2. Download the audience import template file from the link “import-contact-example.csv”.  This will open a CSV file with the columns properly formatted and pre-built for you.  Simply copy paste or manually input your audience list into the column.  

3. Once you’ve input all your audience members you can upload the file by dragging and dropping into the “Upload a CSV file or drag and drop” ” window or clicking and downloading from the appropriate file location on your computer.  Finally click Proceed to validate the integrity of the import.

4. In the next step, the contents of the uploaded file will be evaluated and the AI wizard will allow you to check the format integrity of the data that will be subsequently imported. Then click Proceed to perform the import.

5. Click Action Completed to return to the Audience list.