How to import, find and export your contacts and leads in CustomIQ

0:00Introduction

In this tutorial you'll bring your contacts into CustomIQ, find any lead, and export them. Contacts live in segments. Open Audience and Catalog, Segments.

0:14Import contacts

To import, press the import icon on the segment they belong to. You can add one person by hand, with name, email and phone. Or upload a CSV. Download the template to see the columns it expects. Choose your file. Before anything is saved, you see a preview with every row checked. Invalid emails and duplicates are flagged. Turn this on if they've already bought from you, so they're imported as customers.

Then press Import to add them to the segment. As this is a demo, we cancel.

0:50Find and export

Now open the Contacts tab. It lists every lead and customer from all your channels. At the top, your totals. Filter by segment, landing page, source or date. Or search by name, email or phone. Each row shows the contact's segment, where they came from, and their status. Click the badge to switch someone between lead and customer. Open a contact to see their profile.

Here you see their details, history and status, all in one place. And Download CSV exports the list, or only the rows you select. Import once, and every campaign, email sequence and alert can use these contacts.