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Act-On Software

Adding Records to an Existing List

 

You can append records to an existing list by uploading a file (tab-delimited, comma-delimited, or Excel format) into your Act-On account or by copying records from an existing list or segment in your Act-On account.
  1. Navigate to Contacts > Marketing Lists
    (or ContactsOther Lists > Form Submissions, or Contacts > Other ListsWebinar Lists)
  2. Hover over the list, and click the drop-down arrow
  3. Choose Import/Export, and then click Append to This List
  4. In the Add to List Contents drop-down, choose Upload an Excel or text (CSV) file.
  5. Choose how you wish to add the records:
    • Add all records to the end of the list (without de-duplication)
    • Add only new records without updating existing records
    • Add new records, and update existing records
    • Update existing records without adding new records
  6. Read the terms regarding unsolicited emails, then check the box to accept
  7. Click the Browse or Choose File button to find and choose the file that contains your contacts
  8. Click Next in the upper right of the page
  9. A preview of the list will appear – confirm that data looks correct, then click Next
  10. Uncheck any fields that should not be imported, and confirm the list columns to use for the data
  11. Once all details are finalized, click Finish
  12. Click Done
  1. Navigate to Contacts > Marketing Lists
    (or ContactsOther Lists > Form Submissions, or Contacts > Other ListsWebinar Lists)
  2. Hover over the list, and click the drop-down arrow

     
  3. Choose Import/Export, and then click Append to this List

     
  4. In the Add to List Contents drop-down, choose Add the Contents of an Existing List or Segment.
  5. Choose how you wish to add the records:
    • Add all records to the end of the list (without de-duplication)
    • Add only new records without updating existing records
    • Add new records, and update existing records
    • Update existing records
  6. In the Import From drop-down, select the list or segment.
    • To move the records (rather than simply copying them), enable the Remove source records option
  7. Click Next
  8. Uncheck any fields that should not be imported, and confirm the list columns to use for the data
  9. Click Finish

     
  10. Click Done

To add a single record to an existing list: open the list in question, and click on More Actions > Add Contact.

To type in multiple contacts at once with basic information (First and Last Name, Company, Email Address): click on More Actions > Add Contacts.

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