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Act-On Software

Creating a Contact List



You can create your own personal Contact list in addition to your Test or Marketing lists. The Contact list can be comprised of your email contacts (like Outlook, Gmail, or Yahoo!).

You can either upload an Excel/CSV file, or add individual records one at a time.

Follow the steps below to create your personal Contact list:

  1. Navigate to Contacts > Other Lists Account Lists
  2. Hover over the Contacts list
  3. Add records:
    • To upload an Excel or CSV file, click the three dots > List Import / ExportAppend to This List
    • To add individual records, click Open (pencil icon) then choose More Actions > Add Contact(s)
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