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Act-On Software

Uploading a List from Excel or CSV

 

You can create a new marketing list in Act-On in a variety of ways. One of the most common ways is to create a new list by uploading a file (comma-delimited or Excel format) into your Act-On account.

To create a new list by from a file:

  1. Click Contacts, and then click Marketing Lists.
  2. Click New.
  3. Enter a name for the new list, and select the destination folder where you would like the list to be stored.
  4. In the drop-down for Set Up New List Contents, select Upload an Excel file or text (CSV) file.
  5. Read the agreement, and enable the "I accept" option to confirm your understanding.
  6. Click the Browse button to locate the file that contains your contacts. The page also includes links that show an example of a comma-delimited file and instructions for exporting contacts from several popular email and contact-management programs.
  7. Click Next.
  8. The next page shows the first few records in the file to be uploaded. You need to confirm whether the first line contains field names (like FNAM, LNAM, and EMADDR) or field values (like John, Doe, and jdoe@mycompany.com).
  9. Click Next.
  10. The next page shows you the key columns (Email Address, First Name, and Last Name) and Act-On's best 'guess' at which fields in the uploaded file correspond to those fields.
    • For each of those three fields, select the corresponding field in the uploaded file. For example, you might get the required Email Address field from the uploaded EMADDR field, the First Name field from the uploaded FNAM field, and the Last Name field from the uploaded LNAM field. 
  11. Click Next.
  12. In the next page, you have the option to Rename the uploaded list fields to match the standard field names you've defined in Act-On or Use the field names contained in your uploaded list.
  13. Click Finish.
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