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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:

  • Click on Contacts > click on Other Lists > click on Account Lists
  • Hover over Contacts.
  • Add records:
    • To upload an Excel or .CSV file, click More... > Append to This List
    • To add individual records, click Open > More Actions > Add Contact(s)

 

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