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== Step-by-Step Instructions == === 1. Import Contacts from a CSV File === If you are migrating from another email marketing provider and have a list of opted-in contacts in a CSV file, you can easily import them. Hereβs how: 1. Prepare your CSV file ensuring that each contact has a unique identifier, either an '''email address''' or a '''phone number'''. 2. Use the import tool to upload the CSV file into your ActiveCampaign account. 3. Follow prompts to ensure correct mapping of fields. *For more information on preparing your CSV file, refer to the ActiveCampaign documentation on [https://help.activecampaign.com/hc/en-us/articles/360006760900-How-to-prepare-your-CSV-file-for-importing-contacts-in-ActiveCampaign How to prepare your CSV file].* === 2. Manually Add One-off Contacts === To manually add a contact: 1. Navigate to the '''Contacts''' page by clicking '''Contacts''' in the left menu. 2. Click the '''Add a contact''' button. 3. A modal will open; complete the required fields and click '''Add'''. 4. On the next screen, you can select '''Contact Actions''', such as adding the contact to lists, tagging, or including them in automations. 5. Click the '''Add to Lists''' action and select the relevant lists for the contact. 6. Finally, click the '''Apply''' button. === 3. Create and Publish Subscription Forms === Utilizing the ActiveCampaign form builder, you can create subscription forms to collect contact information directly from your website, Facebook page, or even offline via the Forms for iPad app. To use this feature: 1. Create a form using the form builder. 2. Embed the form on your website or share the form link. 3. Ensure that Site Tracking is enabled if you wish to log visits from form submitters. *For additional help on form creation, see [https://help.activecampaign.com/hc/en-us/articles/115000844344-How-to-create-a-form How to create a form].* === 4. Sync Contacts from Other Apps with Integrations === If you already have contacts managed in other applications, consider syncing these through integrations available within ActiveCampaign. Access the ActiveCampaign app marketplace to choose and set up the integrations that best suit your workflow. === 5. Subscribe by Email === Potential subscribers can opt-in by sending an email to an ActiveCampaign-generated email address. For guidance on setting this up, follow the instructions in the relevant documentation article. === 6. Subscribe by SMS === Enable potential subscribers to opt-in via SMS by sending a keyword to an ActiveCampaign-generated phone number. This is a seamless way to add contacts from mobile interactions, particularly effective for users on Plus, Professional, and Enterprise plans. *Refer to the guide on [https://help.activecampaign.com/hc/en-us/articles/115001582184 How to use the subscribe by SMS opt-in method].* === 7. Import Contacts from an External Database === For users with a MySQL database, the Database Sync feature allows for manual imports without altering existing data. Note that MSSQL and PostgreSQL integrations can be implemented via Zapier. *Learn more about using Database Sync by visiting [https://help.activecampaign.com/hc/en-us/articles/115000841130-Database-sync-for-importing-contacts the Database Sync documentation].* === 8. Import Contacts through the API === Developers can use the ActiveCampaign API to integrate contact management directly into their applications. Detailed information regarding the API is available in the ActiveCampaign documentation.
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