When using ClickFunnels, the most commonly known way to add a contact to your contacts or to a specific email list would be to have them opt in through a funnel. However, there may be times where you have contacts stored outside of ClickFunnels, but wish to have them stored within your ClickFunnels account as well. In this article, we will go over how to import your existing contacts into your ClickFunnels account.
Prior to getting started, you will need to have the following:
- ClickFunnels Platinum Account
- .CSV file
- An Email List
Step 1: Import Contacts To Your ClickFunnels Account:
In order to be able to import contacts from external sources, these need to be organized inside a spreadsheet in a .csv file. The very first row in the spreadsheet should have a label for each of the columns containing the information: i.e. First Name, Last Name, Email Address, etc.
1. Hover over ClickFunnels and click on Contacts.
2. Click on Import Contacts.
3. Click on Choose File and choose the .csv file from your computer.
4. Check the box right above the Upload button to confirm the contacts are all over 18 and have given you permission to receive marketing communications.
5. Click on Upload.
6. Next, you will need to match the information that is being pulled from the csv file with the appropriate information.
For example: if you have Name and Email as the column labels in your csv file you would match Name with First Name and Email with Email.
The following are all the current fields that are available to be saved in ClickFunnels:
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7. Once you have reviewed the information and properly matched all the contact’s information, scroll down and click Review.
8. (Optional) If you would like to add the contacts to a list, you can select the desired list.
9. Click Looks good! Import these X contacts
When the import/upload process starts, you will see a green success notification on your screen. Depending on the size of the file, the import/upload process could take from 0 up to 20 minutes to finish.
If you have any questions about this, please contact our support team by clicking the support icon in the bottom right-hand corner of this page.
