# Importing And Managing Contacts

> **Source**: [SendX](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w)
>
> <p>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.</p>

## Browse Collection

1. [How to add a new contact to a list or tag](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ybxZma1ZTcDsP2e8wkb29w.md) (Video)
2. [Creating and Managing Custom Fields and Contacts in Audience Settings](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q.md) (Video)
3. [Creating and Updating Contact Segments with Custom Conditions and Fields](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/ZD7XpTInaW9xnIuQs4ZbAA.md) (Video)
4. [Managing Subscription Status in Contact Profile](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/2kHG7DfMmsM8cm75M3krxw.md) (Video)
5. [Deleting a List and Associated Contacts in Audience Management.](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/1KuInkOhejAgCdOLCRmCmg.md) (Video)
6. [Export Contacts from a List in SendX](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/kanu3TUqYoq97MygCxH9Pg.md) (Video)
7. [Marking contacts as unsubscribed using bulk actions](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/FBCyjmMnCLh4MwV3xoWlbw.md) (Video)
8. [Enabling the "List Cleaning" Addon in Settings.](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/vg72nlGoLObl1XlJm1xDTw.md) (Video)
9. [Purchase Threat Checks/ List Hygiene](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/pAuPyP4sV7CImAqL2ALLKw.md) (Video)
10. [How to create a list of unsubscribers in SendX](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/eonZtCkzJRrzgkwP8d0hJA.md) (Video)
11. [Creating a New Segment with Email Unsubscription Condition in Audience Management](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/FCjlR1Agm7P5A9qJ4EjANA.md) (Video)
12. [Import and Map Contacts from CSV to Audience List/Tag](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/uClxwZ9kOwGO1Ji5vvV5ZQ.md) (Video)
13. [How to Associate Multiple Tags to a contact while Importing](https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/OZas7ZJzeG8wj4E4Wkhfbw.md) (Video)

---

# VIDEO: Creating and Managing Custom Fields and Contacts in Audience Settings

## METADATA

- id: xJy7ytg1fVxa24Vy6CM57Q
- type: video
- source: SendX
- content_url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q

- collection_url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w

## TRANSCRIPT

- time: 00:00
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=0
  text: Custom fields allow you to store additional

- time: 00:02
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=2
  text: information about your contacts beyond the standard email

- time: 00:05
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=5
  text: and name fields.

- time: 00:06
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=6
  text: You can track any data relevant to your business,

- time: 00:08
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=8
  text: such as signup dates,

- time: 00:10
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=10
  text: subscription tiers,

- time: 00:11
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=11
  text: purchase history,

- time: 00:13
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=13
  text: preferences,

- time: 00:14
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=14
  text: birthdays,

- time: 00:15
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=15
  text: or company information.

- time: 00:17
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=17
  text: In this video,

- time: 00:18
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=18
  text: let's see how to create and manage custom

- time: 00:20
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=20
  text: fields and contacts in the audience section.

- time: 00:23
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=23
  text: Use this method when setting up your custom field systematically

- time: 00:27
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=27
  text: before importing data or building forms.

- time: 00:30
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=30
  text: In the navigation bar,

- time: 00:31
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=31
  text: click on the profile icon and select Settings from the dropdown menu.

- time: 00:37
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=37
  text: In the settings menu,

- time: 00:39
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=39
  text: click on Custom Fields & Events.

- time: 00:44
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=44
  text: Click on the Create Custom Field button.

- time: 00:50
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=50
  text: In the modal,

- time: 00:51
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=51
  text: enter the name for the custom field.

- time: 00:54
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=54
  text: Select the Property Type for the custom field.

- time: 00:59
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=59
  text: Select the type for your custom field.

- time: 01:02
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=62
  text: Test Number Date.

- time: 01:04
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=64
  text: Boolean fields.

- time: 01:05
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=65
  text: Only true/false values accepted.

- time: 01:10
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=70
  text: Click the Create button to finalize the custom field creation.

- time: 01:16
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=76
  text: Let us create a custom field from contact profile.

- time: 01:20
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=80
  text: In the navigation bar,

- time: 01:21
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=81
  text: click on audience.

- time: 01:24
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=84
  text: Click the create contact button on the page.

- time: 01:31
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=91
  text: Choose all leads from the list options.

- time: 01:34
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=94
  text: In the form,

- time: 01:35
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=95
  text: click on the drop down under tag to select from available tags.

- time: 01:40
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=100
  text: In the form,

- time: 01:41
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=101
  text: click on Add next to custom fields.

- time: 01:45
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=105
  text: In the form,

- time: 01:46
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=106
  text: click on the drop down under Custom Fields to select an option.

- time: 01:50
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=110
  text: In the form,

- time: 01:51
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=111
  text: select purchase from the drop down under custom fields.

- time: 01:58
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=118
  text: Enter a value in the highlighted custom field input box.

- time: 02:02
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=122
  text: Click the add button in the custom field section.

- time: 02:06
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=126
  text: Select an option from the dropdown menu

- time: 02:08
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=128
  text: in the custom fields area.

- time: 02:13
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=133
  text: In the dropdown,

- time: 02:14
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=134
  text: start typing the name of the custom field you want to add.

- time: 02:17
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=137
  text: If it doesn't exist,

- time: 02:18
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=138
  text: you'll see options to create field,

- time: 02:20
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=140
  text: Create Field - [YourFieldName] (Text/Number/Date/Boolean).

- time: 02:21
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=141
  text: text,

- time: 02:22
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=142
  text: number,

- time: 02:22
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=142
  text: date,

- time: 02:23
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=143
  text: boolean.

- time: 02:25
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=145
  text: Choose Create Field - Lost (Date)

- time: 02:27
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=147
  text: from the dropdown list.

- time: 02:30
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=150
  text: In the form,

- time: 02:31
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=151
  text: click the calendar icon next to the date field to select a date.

- time: 02:38
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=158
  text: In the form,

- time: 02:39
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=159
  text: click the Create button to finalize the entry.

- time: 02:44
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=164
  text: Create a custom field during CSV import.

- time: 02:50
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=170
  text: In the navigation bar,

- time: 02:51
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=171
  text: select audience to view the contacts list.

- time: 02:56
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=176
  text: In the list view,

- time: 02:57
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=177
  text: check the size of the free ebook leads list.

- time: 03:03
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=183
  text: Click on import contacts in the contacts overview section.

- time: 03:08
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=188
  text: In the import page,

- time: 03:10
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=190
  text: drag and drop a CSV file or choose a file to upload your contacts.

- time: 03:17
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=197
  text: After the file upload is complete,

- time: 03:19
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=199
  text: click

- time: 03:20
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=200
  text: continue to proceed.

- time: 03:23
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=203
  text: For each column header from your file,

- time: 03:25
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=205
  text: click the Choose mapping dropdown.

- time: 03:30
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=210
  text: In the form,

- time: 03:31
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=211
  text: select ebook downloaded

- time: 03:33
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=213
  text: from the dropdown menu for the status field.

- time: 03:38
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=218
  text: If the column doesn't match an existing field,

- time: 03:41
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=221
  text: type the name of a new custom field in the search box.

- time: 03:47
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=227
  text: Select Create Field - [YourFieldName] (Text/Number/Date/Boolean)

- time: 03:48
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=228
  text: your field name,

- time: 03:49
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=229
  text: text number,

- time: 03:50
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=230
  text: date,

- time: 03:50
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=230
  text: boolean

- time: 03:51
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=231
  text: from the dropdown.

- time: 03:53
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=233
  text: Click complete to finish the import.

- time: 03:57
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=237
  text: All newly created custom fields are now available globally

- time: 04:01
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=241
  text: and will populate with data from your CSV

- time: 04:03
  url: https://video.sendx.io/2OWd0oR3lKl6Zqhqwh6r8w/xJy7ytg1fVxa24Vy6CM57Q?start_time=243
  text: for the imported contacts.

## SUMMARY

# Creating and Managing Custom Fields and Contacts

Custom fields allow you to store additional information about your contacts beyond the standard email and name fields. You can track any data relevant to your business, such as sign-up dates, subscription tiers, purchase history, preferences, birthdays, or company information. This guide will walk you through the process of creating and managing custom fields and contacts in the audience section.

## Setting Up Custom Fields

1. In the navigation bar, click on the profile icon and select **Settings** from the drop-down menu.
2. In the settings menu, click on **Custom Fields and Events**.
3. Click on the **Create Custom Field** button.
4. In the modal, enter the name for the custom field.
5. Select the property type for the custom field. Options include text, number, date, and boolean fields (only true/false values accepted).
6. Click the **Create** button to finalize the custom field creation.

## Creating a Custom Field from Contact Profile

1. In the navigation bar, click on **Audience**.
2. Click the **Create Contact** button on the page.
3. Choose **All Leads** from the list options.
4. In the form, click on the drop-down under **Tag** to select from available tags.
5. Click on **Add** next to custom fields.
6. Click on the drop-down under custom fields to select an option.
7. Select **Purchase** from the drop-down under custom fields.
8. Enter a value in the highlighted custom field input box.
9. Click the **Add** button in the custom field section.
10. Select an option from the drop-down menu in the custom fields area.
11. In the drop-down, start typing the name of the custom field you want to add. If it doesn't exist, you'll see options to create a field.
12. Choose **Create Field Lost Date** from the drop-down list.
13. Click the calendar icon next to the date field to select a date.
14. Click the **Create** button to finalize the entry.

## Creating a Custom Field During CSV Import

1. In the navigation bar, select **Audience** to view the contacts list.
2. Check the size of the free e-book leads list in the list view.
3. Click on **Import Contacts** in the contacts overview section.
4. In the import page, drag and drop a CSV file or choose a file to upload your contacts.
5. After the file upload is complete, click **Continue** to proceed.
6. For each column header from your file, click the **Choose Mapping** drop-down.
7. Select **E-book Downloaded** from the drop-down menu for the status field.
8. If the column doesn't match an existing field, type the name of a new custom field in the search box.
9. Select **Create Field** with your field name, text, number, date, or boolean from the drop-down.
10. Click **Complete** to finish the import.

All newly created custom fields are now available globally and will populate with data from your CSV for the imported contacts.