Create Additional Test Contact Lists

  • Updated
You can create additional test contact lists for account users in addition to your Test or Marketing lists. This list can comprise email contacts such as Outlook, Yahoo!, or Gmail.
This is not for importing contacts into your main Act-On contact data.
If you want to do this, see Import Act-On Contacts from a CSV (or if using Marketing Lists, see the List Management Overview).

You can either upload an Excel/CSV file or add individual records one at a time.

Instructions

  1. Navigate to Contacts > Other Lists > Account Lists.
  2. Hover over the Contacts list
  3. Add records:
    • To upload an Excel or CSV file, click the three dots > List Import / Export > Append to This List.
    • To add individual records, click Open (pencil icon) then choose More Actions > Add Contact(s).

Was this article helpful?

Have more questions? Submit a request