The Contact Lists feature allows you to create a distinct list for more targeted communication via Engage emails. You can upload contacts to Accelevents and group them using the contacts list. Then, when you send engage emails, you can choose the list as email recipients.
Create a List
Go to Engage > Contact Lists
Click + Add List
Give your list a name
You can upload contacts from here, but you can also skip this step for now.
Click Add
Add Contacts Manually
Click the list you created
Click + Add Contact
Enter the contact information
Click Submit
Add Contacts Through Upload
You'll see an option to upload contacts through a CSV during list creation, as seen in the screenshot above. If you skipped this, you can still upload contacts later.
Click the list you created
Click Import
Click the upload area to select and upload your CSV file from your computer, or drag the file to the pop-up.
CSV Format
The headers in the CSV file should be as follows:
First Name
Last Name
Email
Phone Number
Notes:
Special characters such as + and - are not allowed in the phone number field
You can leave the phone number cells blank, but the header should always be there.
If you're adding custom properties, add them after the 4th column.
If you're using Google Sheets or Excel to create your CSV, make sure to remove the extra columns when you convert it to CSV to ensure it works.
Add Contact Properties
You can create more contact properties that will be available when you manually add a contact. You can also include the properties in the CSV upload, just make sure that the headers are exactly the same as your contact property names and place them after the 4th column (after the the Phone Number column). When you send Engage emails, you'll be able to add merge tags to the email based on these custom contact properties.
Click Manage Properties
Click Create Property
Enter the Property Label
Select the field type
Click Create
When you add contact properties, you will see them as columns in the list.
Send Emails to Lists
After creating your contact list, you can select the list as recipients when you send emails through the Engage Feature.
Use Contact Merge Tags
When composing your engage emails, you can include contact merge tags in the email. Click the text element from the template, a menu should appear with the Merge Tags button. Click the button to see the available merge tags that you can add to your email.
