Within the Lists tool there is the option to import a CSV file. One of the main use cases for this feature is when you have a list of key accounts, or ideal customers, you wish to then target through Promote, our new tool for managing programmatic display campaigns. You can explore the other use cases for Lists here.
Prepare your CSV file
In order to import a CSV file into the Lists tool you need to first prepare a usable CSV file. Create a 2-column list of company names and their website addresses.
Note: Only the first 10,000 entries will be processed and the character case will be ignored during processing.
Import your CSV file in the Lists tool
Open the Lists tool and select + Create List
Give your List a name and ensure 'Companies' is checked. Click Import CSV under 'Other options'. It is not possible to import a list of contacts (this is considered personal data) - if you check the Contacts option the Import CSV option will disappear.
Click Select CSV file and navigate to your file on your computer/cloud drive.
Once your file has uploaded, click Add companies to list
Review your list. You can also add additional companies by searching for more in Target/Target Basic, or uploading another CSV file.
Your final List can be seen within the Companies section.
If you're going on to use this imported list in Promote, you would select it when prompted to choose your target account list during the campaign setup in Step 2, as advised here.
Questions, comments, feedback? Please let us know by contacting our support team via the chat or by sending us an email at firstname.lastname@example.org.