Import contacts from CSV files or other platforms, organize them into lists and segments, manage tags, clean your lists, and keep your subscriber data organized in SendX.
Import and Map Contacts from CSV to Audience List/Tag
SendX
Updated on Dec 09, 2024
In this guide, we will walk you through the process of importing and mapping contacts from a CSV file into your audience list.
Select Lists:
Navigate to the audience tab and select lists from the drop-down menu.
Import Contacts:
Click on the import button for the list you want to add contacts to.
Upload CSV File:
Drag and drop a CSV file or click to choose a file to upload your contacts.
Continue After Upload:
Click on the continue button after the file has been uploaded successfully.
Auto-Mapping:
Contacts will be auto-mapped based on the CSV file column headers. If not mapped, proceed to the next step.
Choose Mapping:
Click on the choose mapping drop-down to add the new country custom field.
Map or Create Fields:
Type "country" in the search box to map or create the country field.
Select "create field country text" to create a new text field for the country column.
Repeat similarly for other columns.
Add Tags:
For adding a tag to a contact, map it to the tags field.
Complete Mapping:
Click on complete to finish the mapping process and proceed.
Import Contacts:
Wait for the contacts to be imported from the CSV file as indicated by the notification pop-up.
View Contact Details:
Click on the info button next to a contact's name to view their details.
Verify Mapped Fields:
Now the mapped custom fields and tags are added to the contact.
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