Uploading contact lists

Created by C B, Modified on Wed, 1 Nov, 2023 at 1:58 PM by C B


  1. Navigate to the 'Contact Lists' section in the left sidebar menu.

By default, you will see a listing of your existing contact lists.

      

      2. Upload a new list.

  • Click the 'Upload New List' button and select the file you want to upload (supports formats like CSV, Excel).


3. Map the headers

  • The MarketVue platform will automatically identify header rows but you will need to manually map these headers to the appropriate fields.

  • You can create custom mappings. For instance, if there's a column labeled 'zip four,' you can create a corresponding field in the system.

  • Confirm the mappings to ensure data accuracy.


4. Validate the data

  • The platform identifies invalid rows, such as missing zip codes or incomplete addresses.

  • You can either fix the errors by exporting the list, making corrections, and re-uploading, or simply remove the erroneous entries.


5. Preview and save:

  • Preview the uploaded data to confirm its accuracy and relevance to your campaign.

  • Save the validated list for easy access in future campaigns.


6. Error handling:

  • If there are errors during the upload, you have the option to export the list, correct the issues, and then re-import it.

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