Contacts are the email details (& more) of your target market; those you plan to nurture using the power of Act-On.
Carry out the following steps to upload & organize your contacts. Then we'll create a segment of contacts to use in this training and a test list segment to use when testing your email.
Step A: Are you using Act-On with a CRM?
- Yes? Go to step B below.
- No? Go to step C a little further down.
- Not sure? To find out, check what you did in the second table in step 1. Confirm Act-On is set up.
Step B: Sync your CRM contacts
Once your CRM is set up for use with Act-On, you can sync your CRM Contacts. Follow the instructions in Map and Sync CRM Fields for Act-On Contacts
Step C: Upload your contacts (non-CRM)
If you are not integrating Act-On with a CRM, import your contacts from a CSV file. Follow the instructions in Import Contacts from a CSV or a Marketing List.
For more information, see Getting Started with All Contacts.
What Good Looks Like (so far)
Check that you can see your contacts available in Audience Center > All Contacts:
Step D: Create a Contacts Segment
Now we'll create a segment of contacts to use in this training. Make sure that the contacts won't mind receiving training emails.
Step E: Create a Test List Segment
Finally, we'll create a test list segment containing a single contact to use when testing emails. Make sure you have access to the email for this contact so you can check the test email yourself.
What Good Looks Like
Your contacts available, with a segment of contacts (who won't mind receiving training emails) to use in this training:
A test list segment with a single contact (whose email you have access to) to use when testing email:
There's More to Contacts
Now you have your contacts in Act-On, there's more you can do with them to drive your marketing campaigns. See Advanced Contacts Features.