Leverage the power of the Creative Directory to manage your contacts. Simply upload, add tags, notes, or tasks, and include them in your marketing campaigns. Follow the simple steps below to import your contacts.
Preparing Your Personal Contacts
Before you start the process of uploading your personal contacts, be sure to clean up your data before uploading and remember to save them down as a CSV file. Custom fields and header rows are the areas you should focus on organizing before uploading.
During the upload process, you can add custom fields. If you know what these fields are beforehand, it's a good idea to add the custom fields first, within the "Global Settings" option. Read our article on Managing Custom Fields, Task Types & Tags to learn how to manage and add custom fields.
Header rows are not mandatory however, adding and organizing them in a way you understand will make the upload process smoother. Here is an example of how you can organize your header rows before uploading your contacts.
Importing Your Personal Contacts
Navigate to the Directory from the main dashboard or by using the side navigation tool-bar. From the search contacts section select the Browse all Contacts link next to the search button.
From within the Creative Directory, select the "Add Contact" split button located in the top right-hand corner of the screen. Browse your computer and locate your personal contacts file in CSV format. If your file includes headings be sure to leave the setting "First row has column headings" checked and begin the upload. If you do not have headings be sure to remove this option, otherwise, the first record of your list will not be imported.
The column on the left will be from the file you uploaded. If your file had headings you will see the headings listed. If your file did not have headings you will see the first record within the column. Select "Preview" to display the first five rows to help you properly map your contacts.
If you have custom fields and didn't set them up beforehand you can add them as you are mapping your fields. Simply select "Add Custom Field" and repeat the step as many times as needed.
Enter the custom fields name and select "Finish."
After you select "Finish" the new custom field will be added automatically.
Once all your fields are mapped, select "Finish" and your contacts will begin to upload. Once the upload has been completed you will get an alert of how many records have been added and your list will be tagged with "Month-Date-Import". This will help you differentiate the new contacts uploaded from your existing contacts. You can delete the tag within your global settings or rename the tag for organization purposes at this time.
Position Title Mapping
Because there are many different titles it's important to match these titles to what we call the Position. A position is the parent to the title and will allow you to better search, tag, and organize your data when using the Creative Directory. If you are interested in receiving a list of the positions used in the Creative Directory to organize your CSV file before uploading, Get in Touch.
During the upload process, we will attempt to match these Positions based on the titles you uploaded. If there is an exact match in our database a Position will be selected automatically for you. If we cannot identify an exact match, the Position will be left blank. It is recommended you go into each contact and make the appropriate Position selection after the upload process. Trust us, doing the extra work now will save you an enormous amount of time in the future.
Company Type Mapping
Similar to Positions it's important to list a Company Type. Having a company type listed for each of your contacts will allow you to use the Creative Directory run-time filters properly when trying to locate and tag your contacts and distribute them into targeted groups. It's recommended that a company type is added to the CSV file before you upload, but if you didn't or need to edit a company type after the fact, you can do so by editing the contact and changing/adding your selection.