During a CSV import to a list, will checking "update existing contacts" and "import as active" add contacts as active to the list?

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Introduction

When importing contacts into an ActiveCampaign list through a CSV file, there are specific settings available that can significantly affect how contacts are processed. One critical question many users have is: will checking the options "update existing contacts" and "import as active" ensure that the contacts are added as active members of the list? This article will clarify how these settings interact and explain their implications for your contact management process.

The importance of understanding this functionality lies in its ability to help you maintain an optimized list of active contacts. If utilized correctly, this feature ensures that your communication efforts are directed towards engaged contacts, enhancing your outreach effectiveness.

How to Access

To access the CSV import functionality in ActiveCampaign, navigate to the following: 1. Log into your ActiveCampaign account. 2. In the left sidebar, click on the menu option for Contacts. 3. From the Contacts dashboard, locate the option for Import at the top right corner or the designated import section.

Step-by-step Instructions

To correctly utilize this feature during a CSV import, follow these steps:

1. **Prepare Your CSV File**: Ensure your CSV file is properly formatted, with details relevant for updating or adding contacts.

2. **Select Contacts Import**:

  - Click on Import to open the import wizard.

3. **Upload Your CSV File**:

  - Choose the appropriate CSV file from your computer.

4. **Configure Import Options**:

  - In this step, you will see options like update existing contacts and import as active.
  - Make sure to check update existing contacts if you want to modify details of contacts that already exist in the system.
  - Check the box for import as active if you want to ensure these contacts are marked as active after the import.

5. **Review and Initiate Import**:

  - Review the settings you have selected and make sure they reflect your intentions.
  - Click on the Import Now button to finalize the import process.

Configuration Options and Settings

When performing a CSV import, understanding the configuration options is essential. Here are the key settings to consider:

• Update Existing Contacts - This option allows for the modification of existing contact details based on the new data.
• Import as Active - Selecting this means any existing contacts being updated will remain active on the list post-import.

Best Practices

- Ensure that your CSV file is free from duplicate entries to avoid inconsistencies. - Regularly clean your contact lists to remove inactive or unsubscribed contacts before imports. - Familiarize yourself with the list of contacts you plan to import, especially regarding their subscription status.

Common Use Cases

1. **Updating Contact Information**: If a contact changes their email or address, using both options together allows for a seamless update without affecting their status. 2. **Re-engaging Previous Contacts**: If a contact was previously active but has become inactive due to change in status, importing them again as active may help reconnect with these individuals if they have not unsubscribed.

Troubleshooting

If you experience issues during the import: - Ensure that the contact isn’t unsubscribed from the list. - Verify the CSV format; incorrect formatting can prevent successful imports. - Check for any error messages that could provide guidance on what went wrong.

FAQ

Q1: What happens if I check "update existing contacts" but they previously unsubscribed? A1: Contacts that have unsubscribed from any list will not be imported back, even if you select the update option.

Q2: If I don’t check "import as active", what status will the contacts have? A2: If you choose not to check this option, existing contacts will retain their current status, which might be inactive if they were previously marked as such.

Q3: Can I import a list of entirely new contacts? A3: Yes, you can import new contacts. Simply ensure that you do not check the "update existing contacts" option.

Q4: What if a contact is active on another list but inactive on the list I’m importing to? A4: They will be added as active only if the import is configured to "update existing contacts" and "import as active," given that they have not unsubscribed from the specific list.

Q5: How can I ensure that my contact data is correct before importing? A5: Use validation tools or spreadsheet applications to clean your data and check for formatting issues prior to uploading.

Q6: Is there a limit to the number of contacts I can import? A6: ActiveCampaign has import limits depending on your account plan, so check your specific account limits prior to attempting bulk imports.

Q7: What formats does ActiveCampaign support for CSV imports? A7: ActiveCampaign supports standard CSV formats, so ensure your data adheres to these norms for a successful import experience. ```