If you have an existing contact list or subscribers you want to transition into TractionNext they can be easily imported to Contacts, or a new or existing List.
There are some advanced options when you import your list which may need clarification. It can sometimes be helpful to review the definitions to know in more detail what options are available.
Import List Definitions:
Identifier Field: This is used as a primary key field for the account
Delimiter: This is to specify the format used in the CSV or text file
Date Format: This further confirms the date format involved
Insert new contacts: This facilitates the insertion of new contacts not already in the database or list
Update existing contacts: This will update the existing contacts with new data in the CSV file
Reject duplicates: This will remove duplicates in the file you are uploading
Remove from list: This removes contacts from the existing list in the platform based on the contact record data in the imported list file
Skip empty field in file: This skips any empty field in the CSV file
Update Subscribe Status: This confirms the exact subscription status for the incoming contact record in the form of a selected radio button. There are 3 options. e.g., No Change, Subscribe and Unsubscribe
Associate with contact list: When this is unchecked it will remove the contacts from contact list
Preserve removals from contact list: This keeps or preserves the contacts that are removed from the contact list
To import contacts:
Any Contacts imported into the data base will automatically be added to any existing Segments you have set up.
Mapping data fields that do not exist in TractionNext:
You can also add contacts already within the database to existing Lists. To do this for individual contacts, simply search for the contact in the Contacts section, then you can View that contact record and add the list name under the Lists tab on the contact record.
To add a bulk group of people who are already within the database to an existing list, go to the Contacts section and run an Advanced Search, defining your criteria of the contacts you'd like to add, search for them and then select Add all results to a contact list.