Getting Started - Import Existing Contacts

Your audience is the heartbeat of your business. Quickly import your existing contacts from various platforms into one convenient space and start engaging immediately. Having all your contacts together means less hassle, more effective outreach, and building stronger relationships right away.

How to Import Contacts

Streamlining your outreach starts with importing your contacts. Follow these straightforward steps to ensure a smooth import:

1. 1Navigate to.
2. 2Click (the icon looks like a downward arrow pointing into a box).
3. 3In Imports-1, Select and click
4. 4Confirm your file format.
5. 5Upload your file (CSV files up to 50MB). To download a sample file showing standard Contact Fields, click
6. 6Map your file columns to corresponding Contact fields.
7. 7Fill in the import details (name your import, create lists, set consent preferences, etc.) and click
8. 8Wait for the contacts to finish importing.

Ready for the next step? Learn more:

Next, you can start segmenting your audience for targeted engagement!

How to Create New Custom Fields

Personalize your contact data to match your unique business needs. Creating custom fields lets you capture exactly the information you find valuable, allowing for precise targeting and richer insights.

Here's how to set up your custom fields:

1. 1Navigate to.
2. 2Click.
3. 3Select the type of field you need.
4. 4Fill in the field details (name, group, placeholder, etc.).
5. 5Click.

Learn more:

Next, leverage your custom fields to enhance your campaigns and messaging!

Bulk Contact Actions

Effortlessly manage large groups of contacts with powerful bulk actions. Whether you're adding tags, sending emails, or initiating automations, bulk actions save you time and amplify your efficiency.

Here's how you do it:

1. 1Navigate to.
2. 2Apply filters to narrow down your audience.
3. 3Select checkboxes next to your chosen contacts
4. 4Click a bulk action button (e.g., Add to Automation, Send SMS, Send Email)

Learn more:

Standard Contact Fields During Import

Below is a list of the standard contact fields that can be used when importing contacts:

• Contact ID
• Name
• First Name
• Last Name
• Date of Birth
• Contact Owner
• Contact Source
• Contact Type
• Business Name
• Phone
• Email
• Business Name
• Address
• State
• City
• Postal Code
• Country
• DND
• Time Zone
• Website
• Additional Email
• Additional Phones
• Notes

Next, explore automation tools to supercharge your outreach!