User Guide


Help Programs Creating a Program Creating a Campaign Publishing Programs Saving Programs Building Workflows Users Adding New Users Roles and Permissions Sharing and Collaboration Contacts Importing Contacts Custom Fields Elements Target Audience Microsite Direct Mail Email SMS Facebook LinkedIn Twitter HP SmartStream Raw Data Extract Events Events Goals Scores FAQs Common Questions Developers APIs and MAML APIs More Resources Change Log Knowledge Base

Importing Contacts

Every Account in the Studio has a centralized Contact database (repository) which is used by any applicable marketing program within that Account. You can add any number of Custom Fields to your Contact database, to hold Account-specific information about your Contacts.

As Programs are executed, Contact behaviors are collected and stored to enrich the Contact's profile. This information can then be used to improve subsequent campaigns, and to make follow-up communication more specific to individual Contact behavior.

The Contact database can be initially populated by Contacts interacting with Inbound Elements, which get added as new Contacts, uploaded or manually entered by Users, or synced from third-party customer relationship management (CRM) applications (like Salesforce.com), and so on.

When Contacts are added, they are intelligently de-duped using User-controlled rules. Contacts may be edited, updated, flagged as deleted using tools provided by the Studio's Contact Management section.


Instructions:

1. Click on the Contact Management tab in Studio
Click on Contact Mgmt tab

2. Select "Upload Contacts from a CSV" and click "Go"
Upload from a CSV

3. Browse to the file, click "OK"
Browse to the file

4. Map the columns to the corresponding Contact fields
Map the columns

The system will try to do this automatically. If a column/field selection is incorrect, click on the column header, then click on the down arrow and select the correct field.
Select the correct field

For fields in the file that are not included in the Standard Fields, Custom Fields will need to be created.

5. When all fields have been correctly assigned,
click on "Step 2: Edit."
Click on Step 2: Edit

The system will attempt to validate the contents of each field based on the parameters for each field. If any field generates an error, it will appear here. For example, the format of the phone number for Stu Dio is not correct and the email address for Mark Eting is missing the "." and the "@" sign.
Examples of Validation Errors

This file can be corrected offline (in another program), or it can be corrected directly in this screen. Just type the correction into the appropriate field.
Correcting Validation Errors

6. To add additional records manually, click on "Add Row" and enter the necessary information.

7. It is important to have a name for this import (e.g. "November 2015 Leads") for easy access in the future. Also, check the box to include the list in the Standard Filter (this means that this group of users can be considered a distinct group, if necessary).
Add a name to this import

8. If you are only adding new records, select "Add" and click on Publish.
Click the Add button

Upload Success Message

9. The Import Progress screen will be displayed. Click "Refresh" to see the current status of each import.
Import Progress