To upload a contact list:

Upload Contact List

Step 1: Navigate to the Upload Contact List link.

Contact Lists Nav Item>Upload List link

OR

Home Dashboard>Manage Lists Tile>Upload List link

Step 2: Click the Choose File button to select a file from your computer.

Note: The Microsoft Excel file to be uploaded must be cleared of formatting as well as include column names that describe the attributes in those columns.

Step 3: Click the Upload File button.

Step 4: Select the appropriate Upload Options.

Step 5: Select the appropriate itracMarketer Attributes that correspond to the Excel Column Names.

Step 6: Select from Upload to an existing list and Upload to a new list.

Step 7: Enter the appropriate name for the new Contact List in the text box provided.

OR

Select the existing Contact List from the dropdown menu.

Step 8: Select the access of list from the following options:

Default: All Users that have access to the Account will be able to view and edit the Contact List.

Private: Only the Owner will be able to view and edit the Contact List.

UserGroup: Only the specified User Group will be able to view and edit the Contact List.

Step 9: Click the Upload to new List button.

OR

Click the Upload to existing List button.