Contact list builder

To create your contact lists, use an import template. Upload your contact records from a .csv file, select an import template, and build your contact lists.

Creating contact lists

Create a contact list template to configure the columns required when building contact lists with an import template.

Use the contact list template and a contact list filter to create a reusable import template. Use the import template to build contact lists. For more information about how to create a contact list template, see Create a contact list template.

Create a contact list filter to use when you build a contact list with an import template.

For more information about how to create a contact list template filter for an import template, see Create a new contact list filter.

Create an import template to build contact lists based on the criteria that is used when you upload a .csv file.

To create an import template, select a contact list template and a contact list filter for your reusable import template. Use the import template to logically split and filter a .csv file that you can use to build custom contact lists. For more information, see Create an Import template.

Use an import template to build your contact lists.

To build your contact lists, use an import template. For more information, see Create a new contact list.