Import your contacts and their permission for offers

The Contacts screen brings together all your contacts, whether they come from a conversation or a file. Their permission for offers decides who can receive a campaign.

Steps

1. Open Contacts and click Import, then choose your CSV file (one row per contact, with a header row).
2. Check the column for each header: phone, full name, first name, last name, email, company, city, tags. Give the country for numbers written without a country code. If needed, tick Complete contacts you already have (name, email, company, city) and choose a Label to add to everyone.

3. In the Permission for offers step, say whether these contacts agreed to receive your marketing messages. If they did, say how, describe how you got their permission and tick the attestation.

4. Click Import. The summary shows the contacts created, the contacts updated and the rows skipped, with the reason.
5. Filter the list (tag, stage, channel, country, Permission for offers), then click Save as segment to reuse this audience.