If you are using Marketing Lists in Act-On, one of the most common ways to create a new list is by uploading a file in comma-delimited (CSV) or Excel format. 

Accepted File Types for Marketing Lists

• Comma-delimited .csv (best practice)
• Microsoft Excel .xls, .xlsx (up to 20MB when zipped)

Instructions

Create a New List from a File

1. Navigate to Lists > Marketing Lists.
2. At the top right, click + New List.
3. Enter a name for the new list.
4. Select a folder to contain the new list.
5. Under Set Up New List Contents, select Upload an Excel file or text (CSV) file.
6. Read the agreement, and select I accept to proceed.
7. Click Choose File and navigate to the file containing your contacts.
   • You may also click the provided links for file examples and instructions to export contacts from several popular programs.
8. Click Next.
9. Confirm that the data looks correct in the list preview, and click Next.
10. Select fields to import and how they should be mapped, then click Next.
    • If Act-On can match your list fields to key system fields like First Name, Last Name, and Email Address, these mappings will display for you to confirm.
    • If Act-On does not find any system fields in your list, you will see a list of all list columns.
    • Make sure that the fields match the way you expect – you can also enter a new name or set the field to not import.
11. Click Finish.