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Topics

Campaign

event.spot Knowledge Base

How To Manage Contacts in Campaign?

Learn how to manage contacts in your campaign by editing, deleting, or organizing them efficiently.

Interactive Guide: How to Manage Contacts in Campaign?-new(eshika)

Or check the step-by-step guide

1: Access the Eventspot Admin Panel and navigate to Campaign

 

2: Click on Contacts

 

3: Check the Select All checkbox to select all the contacts at once

 

4: Uncheck the Select All checkbox to unselect all the contacts at once

 

5: You can also select individual contact

 

6: Search any contact by their name or email

 

7: You can filter the contact list too

 

8: To export the contacts, click here

 

9: Click the “Download” button to download the excel file for the users

 

10: For importing the contacts, click on "import" button

 

11: If you don't know how to create a CSV or XML file, you can download the provided template & complete it

 

12: Click the “Continue” button to proceed to the next step

 

13: Upload the file to be imported

 

14: Map and organize your data and click on "continue"

 

15: You can choose to skip or overwrite duplicate datas

 

16: If you choose to overwrite, then again you have to select, whether you want to override blank fields or not

 

17: Once you are done, click the Import button

 

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