How To Add Contacts In Campaign (Including Bulk Imports)?

Once your contact lists and form fields are set up, you can start adding contacts. This guide covers all the ways to add contacts — manually one by one, or in bulk using CSV/Excel import.

How To Access the Contacts Section

Step 1: Navigate to Campaign in the sidebar

From the Eventspot Admin Panel, click on Campaign in the left sidebar.

Step 2: Click on "Contacts"

Click the Contacts tab to view your contact database.

How To Add a Contact Manually

Step 3: Click the "Add Contact" button

Click the Add Contact button to open the contact creation form.

Step 4: Enter the contact's email address

Enter the contact's email address. This is required and serves as the unique identifier for each contact.

Step 5: Enter First Name and Last Name

Fill in the contact's First Name and Last Name. Both fields are required.

Step 6: Assign to one or more Contact Lists

Select one or more Contact Lists from the dropdown to assign this contact to. These are the lists you created in the previous step.

Step 7: (Optional) Expand "Additional Details"

Click on Additional Details to add more information:

Step 8: Click "Save" to create the contact

Click Save to add the contact to your database and assign them to the selected lists.

How To Import Contacts in Bulk

For adding many contacts at once, use the bulk import feature with a CSV or Excel file.

Step 9: Click the "Import" button

In the Contacts section, click the Import button to start the bulk import process.

Step 10: Download the template (optional)

If you are not sure about the file format, click Download Template to get a pre-formatted CSV file with the correct column headers. Fill in your contact data using this template.

Step 11: Click "Continue" to proceed

Click Continue to move to the file upload step.

Step 12: Upload your CSV or Excel file

Drag and drop your file or click to browse and select it. The file should contain columns for the contact fields you want to populate (e.g., Email, First Name, Last Name, Company, etc.).

Step 13: Map your file columns to contact fields

The system will display your file's column headers alongside the contact form fields. Map each column to the correct contact field by selecting from the dropdown. This ensures your data goes into the right fields.

Step 14: Click "Continue" after mapping

Once all columns are mapped correctly, click Continue to proceed.

Step 15: Choose how to handle duplicate contacts

If your import file contains contacts that already exist in the system (matched by email), you have two options:

Step 16: If overwriting, choose whether to override blank fields

If you selected Overwrite, you will be asked whether blank fields in your import file should overwrite existing data. Choose carefully — selecting Yes means empty cells in your file will clear existing data for those fields.

Step 17: Click "Import" to start the import

Click the Import button to begin processing your file. The system will validate the data, check for duplicates, and import the contacts according to your settings.

How To Manage List Assignments

Step 18: Navigate to "Manage List"

Click the Manage List tab to view and update which lists your existing contacts belong to.

Step 19: Search for a contact

Use the search bar to find a contact by name or email.

Step 20: Edit the contact's list assignments

Click on a contact to see and modify their list assignments. Add or remove lists as needed, then close the panel to save changes.

How To Search and Filter Contacts

Step 21: Use the search bar

Type a name or email in the search bar to quickly find specific contacts.

Step 22: Filter by contact list

Use the filter dropdown to show only contacts belonging to a specific list or category.

How To Export Contacts

Step 23: Click the "Export" button

In the Contacts section, click the Export button to open the export dialog.

Step 24: Click "Download" to get the CSV file

Click Download to export your contacts as a CSV/Excel file. Only fields marked as Exportable in your contact form will be included.

Tips for Managing Contacts Effectively

• Always ensure that email addresses are valid and correctly entered, as they serve as the unique identifier for each contact and are essential for successful campaign delivery.
• Organize your contacts into appropriate lists from the beginning so you can easily target the right audience when sending campaigns.
• Maintain clean and consistent data by avoiding duplicates, using proper formatting, and regularly updating outdated contact information.
• Use the provided import template when uploading contacts in bulk to ensure your file format and column structure match the system requirements.
• Be careful when handling duplicate contacts during import by selecting the appropriate option based on whether you want to retain or update existing data.
• Take time to accurately map your file columns to the correct contact fields during import to prevent misplaced or incorrect data.
• Add additional details such as company, role, or other relevant information to enable better personalization in your campaigns.
• Use the search and filter features to quickly find and manage contacts, especially as your database grows larger.
• Regularly export and back up your contact data to prevent accidental loss and to keep a secure copy of your database.
• Review your contact lists before sending any campaign to ensure that the right audience is selected and no unintended recipients are included.