How to Add Contacts to Your Audience

Growing an engaged audience is the foundation of any successful marketing strategy! Sendlane offers four ways to add Contacts to your audience:

🚦 Before Getting Started

  1.  Create at least one List for new Contacts to be added to
  2.  Ensure that all Contacts' opt-in details (date, IP Address, and source) are recorded

Import Existing Contacts

There are three ways to add or import existing Contacts to your Sendlane account:

  1. Import via .CSV or .TXT file
  2. Copy and paste a list of Contacts
  3. Manually create a Contact

🚨 Important Note

  • All lists of imported Contacts will go through List Review for the first 2-5 Campaigns sent to the new Contacts
  • Your import file size cannot exceed 100MB, and files with 50k or fewer Contacts at a time are able to be processed faster
  • Create Custom Fields before uploading your file of Contacts if you want to add custom information to your Contacts' profiles
  • The following fields are required for Contact imports: Email, Sign-up source, Subscribed date, Sign-up IP
  • The following formats are acceptable for SMS Consent: 1/0, True/False, On/Off, Yes/No

Head to the Contact Import Screen by clicking  Audience > Contacts > +Contact > Import

Import via .CSV or .TXT file

To import Contacts in bulk via .CSV or .TXT file, drag your file in or click File Upload to select your file. Once your file loads, you'll see options to map your file's fields to standard or custom fields.

Columns for standard fields (Email, First Name, Last Name, Phone, and SMS Consent) should automatically map. Opt-in details like subscribed date, sign-up IP, and sign-up source, should automatically be set to "Ignore this field." Select the correct field from the dropdown if it is not set automatically.

To add a Tag to every Contact in your file, enter the Tag in the Tags field.

To trigger Automations for your new Contacts, click the Trigger Automations checkbox.

Check the permission checkbox to confirm that you have explicit permission to send marketing content to these Contacts and click Next to head to the SMS import questionnaire!

If you do not plan to send SMS marketing content to the Contacts you're uploading, answer No and click Finish to complete your upload! 

If you do plan to send SMS marketing content to the Contacts you're uploading, answer Yes and complete the questionnaire. Include as much detail as possible, then click Finish to complete your upload!

⏭ Next Steps

Congratulations on adding your first Contacts to your account! Check out our guide to List Review to learn more about what to expect next!

Copy and Paste Contacts

🚨 Important Note

SMS Consent cannot be uploaded via copied lists. Please use the file import method to add Contacts with SMS Consent.

Copy and paste a list of Contacts by selecting the Copy + Paste option on the Contact Import window, then paste your Contacts and click Import Contacts.

To add a Tag to every Contact in your file, enter the Tag in the Tags field.

To trigger Automations for your new Contacts, click the Trigger Automations checkbox.

Check the permission checkbox to confirm that you have explicit permission to send marketing content to these Contacts and click Import Contacts to complete your upload! 

⏭ Next Steps

Congratulations on adding your first Contacts to your account! Check out our guide to List Review to learn more about what to expect next!


Manually Create a Contact

To manually add one Contact at a time, click +Contact > enter the Contact's information > Create


Add New Contacts With Pop-ups

Use a Pop-Up form to collect leads from your business' website! Check out our guide to setting up a Pop-Up to learn more.

Want to create even more intelligent forms with advanced segmentation options, A/B testing, and more? Check out Sendlane's premiere partner for lead capture: Justuno!


Add New Contacts With Integrations

Sendlane offers hundreds of integration options with marketing tools you use every day. Head to the  Integrations page for a full list of platforms we integrate with.


Add New Contacts with the Sendlane API

For advanced users, we have created an index of API calls to add individual Contacts or lists of Contacts to your audience.


Troubleshooting

Importing: Received the email "Uh-oh... There's an issue with your import!"

Make sure that your file is in .CSV or .TXT format. Next, remove any extra empty rows or columns, unnecessary data, or special characters from your file.

If you continue having issues, please reach out to our Support Team for assistance!


Additional Resources

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