To update fields (both pre-existing and new) to existing contacts, you'll need to create a CSV file using your spreadsheet app of choice (Excel, Google Sheets, Numbers, etc.). The first column should include the email addresses in your list (Fig 1). You can then add remaining columns to be updated or added. 

Fig 1

Note: Fields that are not being updated do not need to be included in the spreadsheet. 

In the Navigation Menu on the left, click Contacts -> Import Contacts (Fig 2).

Fig 2

Select the database you want to import the Contacts to (Fig 3). 

Fig 3

Before selecting the "Next" button, drag your CSV file over to the Import Details box on the right (Fig 4). If is has headers and you want to add contacts to autoresponders, check the checkboxes. 

Now, go click the Next button. 

Fig 4

On the next page, make any changes to the fields mapping necessary. If it's not clicked, be sure to click the "Overwrite" checkbox in the second column (Fig 5). 

Fig 5

 After clicking the "Next" button, you'll be given the option to add the new imported contacts to a separate list (Fig 6). Click the "Next" button again. 

Fig 6

On the Permission-Based List screen, type in your initials, click to proceed, and click on "Start Importing" or "Start Importing in the Background" to import your contacts. 

Fig 7

On the Home screen, click the "Search Contacts" button (Fig 8). 

Fig 8

On the Search For Contacts screen, you configure the criteria for what you're searching for. One of the quickest ways to find a contact is by their email address. Click the "Display Results" button to see which accounts fit your criteria (Fig 9). 

Fig 9

To the far right under the Action column, you'll see three different links you can click (Fig 10): 

• View: View the Contact Details   
• Edit: Edit the Contact Details
• Delete: Delete the Contact

Fig 10

Note: If you edit your contact, make sure you click the "Save And Exit" button, so the information is saved.

Viewing your Contact Info will let you see the Contact Details (Fig 11). 

Fig 11

You can return to the Contact Search page by clicking on the "Go Back" button. 

Editing your Contact will let you change what's in the Contact Fields (Fig 12).

Fig 12

To save changes made, click either the "Save & Keep Editing" or "Save and Exit" button.

Deleting the Contact will bring up a pop-up window forcing you to confirm if you truly want to delete your Contact (Fig 13). 

Fig 13

If decide to delete your Contact, you'll get a confirmation message (Fig 14). 

Fig 14

Filtering your searches allows you to view or send to a smaller selection of contacts. You can set your filters to search by criteria such as individual contacts, entire domains, email addresses that contain particular words, or active contacts. 

How do I search for a particular contact or group of contacts?

Simple Search Using One Filtering Option

Click the "Search Contacts" button on the home screen (Fig 15).

Fig 15

On the Search for Contacts screen, you can add several different filtering options (Fig 16).

Fig 16

The default filter is Email Address Contains. (fill in the blank). 

In the empty field to the right, type in the contact's email address you want to filter by and click on the "Display Results" button.

The results will display the contact for each instance they are on a list (Fig 17).

Fig 17

To the far right of the contact, you can click on the links in the Action column to View, Edit, or Delete the contact. 

Advanced Search Using Multiple Filtering Options

Sometimes, you'll need to search for contacts using a few different filtering options. This is a good option for finding contacts that share the same domain, who live in the same area, have the same titles, etc. You can select a filter from the left drop-down menu for any fields of data you have, including custom fields (Fig 18).

Fig 18

After selecting a filter, you can choose the verb to specify what you're searching for (Is, Has Clicked, Is Not, etc.) (Fig 19) . 

Fig 19

Multiple filters can be added by clicking the green plus button (Fig 20). 

Fig 20

Once you choose your search criteria, click the "Display Results" button to see the results (Fig 21). 

Fig 21

You can also save your results as a segmented list by clicking the "Save As Segment" button. If you click this button, a pop-up window appears (Fig 22). Type in your Segment Name and click on "Save" to save your segment. 

Fig 22