You can append records to an existing list by uploading a file (tab-delimited, comma-delimited, or Excel format) to your Act-On account or by copying records from an existing list or segment in your Act-On account.
Looking for Act-On Contacts?
If your account has Act-On Contacts enabled, please see All Contacts Overview for related content.
Uploading a File
- Navigate to Contacts > Marketing Lists
(or Contacts > Other Lists > Form Submissions, or Contacts > Other Lists > Webinar Lists) - Hover over the list, and click the drop-down arrow
- Choose Import/Export, and then click Append to This List
- In the Add To List Contents drop-down, choose Upload an Excel file or a text (CSV) file
- Choose how you wish to add the records:
- Add all records to the end of the list (without de-duplication)
- Add only new records without updating existing records
- Add new records, and update existing records
- Update existing records without adding new records
- Read the terms regarding unsolicited emails, then check the box to accept
- Click Browse or Choose File to find and choose the file that contains your contacts
- Click Next in the upper right of the page
- A preview of the list will appear – confirm that data looks correct, then click Next
- Uncheck any fields that should not be imported, and confirm the list columns to use for the data
- Once all details are finalized, click Finish
- Click Finish
Copying Records From an Existing List or Segment
- Navigate to Contacts > Marketing Lists
(or Contacts > Other Lists > Form Submissions, or Contacts > Other Lists > Webinar Lists) - Hover over the list, and click the drop-down arrow
- Choose Import/Export, and then click Append To This List
- In the Add To List Contents drop-down, choose Add the contents of an existing list or segment
- Choose how you wish to add the records:
- Add all records to the end of the list (without de-duplication)
- Add only new records without updating existing records
- Add new records, and update existing records
- Update existing records
- In the Import From drop-down, select the list or segment
- To move the records (rather than simply copying them), enable the Remove source records option
- Click Next
- Uncheck any fields that should not be imported, and confirm the list columns to use for the data
- Click Finish
To add a single contact to a list: open the target list, click on More Actions, and select Add Contact.
To add multiple contacts with basic information (First and Last Name, Company, Email Address): click More Actions, and then Add Contacts.