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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. Click Contacts, and choose either Marketing Lists, or click Other Lists for Form Submissions, or Webinar 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
       
  6. Click the Browse button to find and choose the file that contains your contacts.

     
  7. Click Next.

     
  8. Confirm whether the first line contains field names (like FNAM, LNAM, and EMADDR) or field values (like John, Doe, and jdoe@mycompany.com).
    • For a tab- or comma-delimited file, you also need to indicate how fields are separated (commas, tabs, or semicolons) and whether they're enclosed in quotation marks; you can also elect to ignore some rows above the field names or field values
       
  9. Click Next.
     
  10. Confirm the fields to be imported and re-organize how the fields will show.

     
  11. Click Finish.
     
  12. Click Done.

 

  1. Click Contacts, and choose either Marketing Lists, or click Other Lists for Form Submissions, or Webinar 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.

     
  7. Click Next.
    • To move the records (rather than simply copying them), enable the Remove source records option.
       
  8. Select which fields to import and what to name the columns the fields are imported into.
     
  9. Click Finish.

     
  10. Click Done.

To add a single record to an existing list:

  1. Open the list in question, 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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