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 > All contacts and select the add Lead button in the top right
  2. Select Import batch of contacts
  3. Drag and drop your CSV file into Kartra and select Save and Next
  4. 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. 
  5. 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.
  6. 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
  7. Verify the Data Privacy regulations
  8. Click Save & Submit

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

Resources