Adding Records to an Existing List

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.

Uploading a File

1. Navigate to Contacts > Marketing Lists
   (or Contacts > Other Lists > Form Submissions, or Contacts > Other Lists > Webinar Lists).
   
   
2. Hover over the list, and click the drop-down arrow:
   
   
   
   
3. Choose Import/Export, and then click Append to This List:
   
   
   
4. In the Add To List Contents drop-down, choose Upload an Excel file or a text (CSV) file:
   
   
5. 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
     
     
6. Read the terms regarding unsolicited emails, then check the box to accept.
   
   
7. Click Browse or Choose File to find and choose the file that contains your contacts.
   
   
8. Click Next in the upper right of the page.
   
   
9. A preview of the list will appear. Confirm that the data looks correct, then click Next.
   
   
10. Uncheck any fields that should not be imported, and confirm the list columns to use for the data.
    
    
11. Once all details are finalized, click Finish.
    
    
    
    
12. Click Done.

Copying Records From an Existing List or Segment

1. Navigate to Contacts > Marketing Lists
   (or Contacts > Other Lists > Form Submissions, or Contacts > Other Lists > Webinar Lists).
   
   
2. Hover over the list, and click the drop-down arrow
   
   
    
3. Choose Import/Export, and then click Append To This List:
   
    
4. In the Add To List Contents drop-down, choose Add the contents of an existing list or segment
   
5. 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
6. 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
     
     
     
     
7. Click Next.
   
   
8. Uncheck any fields that should not be imported, and confirm the list columns to use for the data.
   
   
9. 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.