A Step-By-Step Guide to Importing Contacts in a Tag.
SendX allows you to import contacts into a tag with just a few clicks. This guide will help you import a CSV file containing contacts into a tag in SendX. This is especially useful if you are moving to SendX from another email platform like Mailchimp, or importing your Google Contacts tag and so on.
Creation of tag
Importing contacts via CSV file
Importing contacts with custom fields
Create a new tag with a name. If you need help with tag creation or understanding its various options, check our Tags Guide.
Click on the Upload CSV File option.
Click on Upload CSV file option
Once done, click on the Upload Now option.. After that, you should see the contents of the CSV file and dropdowns for each column in CSV. Map the appropriate fields (email, name, company, etc.) to their respective columns against email, name, company etc.
Once completed, you will receive an email about the number of contacts that have been successfully imported as well as the ones that were either duplicates or were invalid.
Sometimes you have contacts with custom fields, such as an address or phone number, that you would like to import into SendX via CSV file. In order to do so create the appropriate custom fields in SendX.
Once you have created the custom field, go to Tag > Import Contacts. You should now see the custom field available in the dropdown list. You can map the custom field to a column in the CSV file and it will be imported for all contacts.
