Before getting started

  • Download your existing contacts and save them as a CSV file
    • Delete empty columns
    • Separate all tags and lists with semicolons. 
      • Note: If needed, modify your tag and list names to contain letters, numbers, and spaces only. Special characters may cause import errors.
        Separate tags and lists with semicolons in your CSV file
    • Check you have fewer than 20,000 contacts listed in under 55 columns 
  • Run your list through an email verification service and remove all contacts with undeliverable emails and emails used by organizations to monitor and block spam (spam traps).
  • Collect information and save screenshots to describe in detail:
    • Where do the contacts come from?
    • What website URL(s) did you use to build your contact list (starting with https://)?
    • What working email is connected with the URLs listed above?
    • When did you last email these contacts?
    • Are your contacts either compliant or not subject to GDPR, CCPA, or equivalent regulation?

To import leads from another service, follow these steps:

  1. Visit Contacts > Imports and click + Import in the top right
  2. Drag and drop your CSV file into Kartra and select Save & Next
  3. Match your CSV columns with field types in Kartra or create new matching fields then select Save & Next
    • Pro tip: Click Templates to save the mapped fields for use again in the future.
  4. Review the import summary then select Save & Next
  5. Organize your leads in the Automations step. You can assign tags, add them all to lists, and subscribe them to sequences. (Optional)
  6. Fill out the Questionnaire in detail using the information and screenshots you gathered before getting started. 
    • You will need an email address matching your website domain under Pages and sites used to collect contacts
    • Under Import validation, only type in the first half of your email address: jane.doe@example.com
  7. Verify the Data Privacy regulations
  8. Click Save & Submit

Review required: After you submit the request, Kartra staff will review your contacts import in two business days or less.

Provide information about how your leads were obtained in the import questionnaire

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