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Import Contacts Into ClickFunnels

Gina M
  • Updated
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Contacts


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. 

 

By the end of this document, you should be able to answer:

  • What is the import contacts feature?

  • Where do I find the import contacts option?

  • What requirements do I need to successfully import contacts?

  • What information can be saved when importing contacts?

  • What do I need in order to import contacts to my ClickFunnels account?

 

Prior to getting started, you will need to have the following:

 

Please watch the video below, in full screen:

 


How To 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.

 

CS-SCS-Import_Contacts-Google_Spreadsheet.jpeg

 

Important Note: There should not be any empty rows or columns between the data in the spreadsheet, and you should have at least the email address for the contacts your wish to import. When importing contacts, we recommend doing it in batches of 5,000 contacts. Another best practice is to clean the file of unexisting or incorrect email addresses.

 

1. Hover over ClickFunnels and click on Contacts.

 

CS_KBA_SCS_Membership_Activity_of_a_Contacts_-_Contacts.jpg

 

 

2. Click on Import Contacts.

 

CS-SCS-Import_Contacts-Import_Contacts_Btn.jpeg

 

 

3. Click on Choose File and choose the .csv file from your computer.

 

CS-SCS-Import_Contacts-Choose_File_Option.jpeg

 

 

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.

 

CS-SCS-Import_Contacts-Checkbox_.jpeg

 

 

5. Click on Upload.

 

CS-SCS-Import_Contacts-Upload_Btn.jpeg

 

 

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.

 

2d49fd29-f164-4515-9569-130629f18b01.png

 

The following are all the current fields that are available to be saved in ClickFunnels:

 

  • First Name 

  • Last Name 

  • Email Address 

  • Phone Number

  • Street 1

  • Street 2
  • City
  • State

  • Country

  • Zip

 

CS-SCS-Import_Contacts-Available_Fields_.jpeg

 

 

7. Once you have reviewed the information and properly matched all the contact’s information, scroll down and click Review.

 

CS-SCS-Import_Contacts-Review_Btn.jpeg

 

 

8. (Optional) If you would like to add the contacts to a list, you can select the desired list.

 

CS-SCS-Import_Contacts-Add_To_Lists_Option_.jpeg

 

 

9. Click Looks good! Import these X contacts

 

CS-SCS-Import_Contacts-Looks_Good_Btn.jpeg

 

 

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.

 

CS-SCS-Import_Contacts-Success_Notification.jpeg

 

 

Here are the key takeaways for this document:

  • ClickFunnels users have the ability to import/upload contacts that they have collected through other sources so they can manage and communicate with those contacts via the Follow Up Funnels tools.

  • In order to import contacts, their information must be organized in a .csv file with a label for each column of information. The only strictly required piece of information is the email address.

  • A good practice is to import 5K contacts at a time.

  • The only information that can be imported from the csv file is: First Name, Last Name, Email Address, Phone, Street 1, Street 2, City, State, Country, and Zip Code.

 

 

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.

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