Contacts & Import

Importing contacts

  • Upload CSV and map fields to standard or custom attributes.
  • Validate required columns (email) and preview a sample before import.
  • Handle duplicates via merge rules; add default tags on import.

Custom fields

  • Create fields for company, role, region, or any attribute.
  • Use fields in personalization and filter conditions.
  • Edit values inline; changes reflect in future sends.

Tags & dynamic filters

  • Tag contacts to group by lifecycle or interest.
  • Build multi‑condition filters (AND/OR) for precise segments.
  • Save filters to reuse across campaigns and newsletters.

List management & hygiene

  • Remove invalid addresses and hard bounces regularly.
  • Respect unsubscribes; exclude suppressed contacts automatically.
  • Monitor engagement; clean inactive subscribers to maintain health.