In Campaign > Contacts you can select, search and filter your contacts, export them to an Excel file, and import new contacts while skipping or overwriting duplicates.
Learn how to manage contacts in your campaign by editing, deleting, or organizing them efficiently.
For a full explanation of each import option, see How to Add and Import Contacts for Email Campaigns. To delete many contacts at once, see How to Use Bulk Actions to Delete Campaign Contacts.
Step-by-step guide
1: Access the Eventify 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
Frequently Asked Questions
How do I export my campaign contacts?
In Campaign > Contacts, click the export option, then click Download to get the Excel file.
What happens to duplicate contacts when I import?
You can choose to skip or overwrite duplicates. If you overwrite, you also choose whether blank fields should override existing data.
How do I search for a contact?
Type a name or email in the Search by name/email box above the contact table.
How do I show only the contacts in one list?
Click the Filter By List button and choose the list. Choose All to show every contact again.
Can I select contacts on every page at once?
Yes. Tick Select All to select the contacts on the current page, then click the Select all [n] users link that appears to extend the selection to every contact. Click Clear all selected users to undo it.
How do I sort contacts by the date they were added?
Click the Added on column header. Click it again to reverse the order.
Which actions can I apply to selected contacts?
Delete. When contacts are selected, a Delete button appears next to the selection count, and you confirm before the contacts are removed.
