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.
- Note: If needed, modify your tag and list names to contain letters, numbers, and spaces only. Special characters may cause import errors.
- 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:
- Visit Contacts > All contacts and select the add Lead button in the top right
- Select Import batch of contacts
- Drag and drop your CSV file into Kartra and select Save and Next
- Match your CSV columns with field types in Kartra or create new matching fields
- Pro tip: Click Templates to save the mapped fields for use again in the future.
- Organize your leads in the Automations step. You can assign the same tags, add them all to the same lists, and subscribe them to the same sequences.
- Fill out the Questionnaire in detail using the information and screenshots you gathered before getting started.
- Your website and email domain under URLS used for list building must match
- Only type in the first half of your email address: jane.doe
@example.com
- Verify the Data Privacy regulations
- Click Save & Submit
Resources
- Verify your contacts’ contact information and remove spam traps:
- Learn about Contact import approval