Importing with copy and paste
Click the 'copy/paste customer data & import from selection' button to import data into the Contact module to use for sending campaigns.
1 - Copy
Copy the data, e.g. in Excel, that you want to import into the Contact module.
2 - Paste
In the Contact module, paste the data. Note! make sure the last line is removed.
3 - Select new or update
If you want to create a new selection, enter its name. If you want to update an existing selection, select the selection to overwrite.
4 - First row contains column headers
If the first row of the pasted data contains the column headers, click the tick.
5 - Click on the 'next' button
6 - Assign fields
To assign fields to the data, you need to indicate this here. Click 'SKIP' to view and select the available fields via a dropdown menu. To skip a field, leave 'SKIP'.
7 - Switch on filter
If you want to select on certain columns after importing, click 'enable filter' and enter a name to select on later.
8 - Importing
Click the 'import data' button and the data will be saved as a selection to use for campaigns.
