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How to Upload a Contact List

Updated

What This Is

Use the Contact Upload feature in the Audience tab to upload your existing contact list to build your audience. Propensity matches your file, list, or report against its database to build a target audience for your ABM campaign.

There are three ways to upload a contact list: CSV, Salesforce, and HubSpot.

Note: Contact lists should be for contacts only.

CSV Upload

Upload a .csv file with contacts to create a new audience list. The file must be a .csv and must include the columns Website and either Email or LinkedIn URL.

Alternatively, you can include First Name, Last Name, and Company Name.

Propensity matches both personal and work emails against the contacts in its database.

To upload:

  1. Click click here to download the CSV template, if needed.
  2. Enter a List Name.
  3. Select your Email Match Type.
  4. Click Upload and select your completed CSV file.
  5. Click Submit List.

Find your list in the Audience tab after uploading.

CSV uploads are static lists, based on the time of import.

Salesforce and HubSpot

You can also connect CRM Reports to create an audience. To access: Audience > Contact Upload > select Salesforce or HubSpot based on your CRM connection.

Unlike CSV uploads, Salesforce and HubSpot lists can refresh automatically based on your selected Audience Refresh Schedule.

Salesforce

Select a Salesforce report to import contacts from. Your report must include the Website column for the data to be processed correctly.

  1. Enter an Audience Name.
  2. Select your Salesforce Report.
  3. Select your Email Match Type.
  4. Select your Audience Refresh Schedule.
  5. Click Submit.

HubSpot

Select a HubSpot list to import contacts from. Only accounts with a Website value in your list will be processed.

  1. Enter an Audience Name
  2. Select your HubSpot List
  3. Select your Email Match Type
  4. Select your Audience Refresh Schedule
  5. Click Submit

Email Match Type

For Salesforce and HubSpot imports, choose how Propensity matches emails against its database:

  • All Emails: matches against all personal, professional, and historic emails on file
  • Current Email: matches only the current professional email

Audience Refresh Schedule

Available for Salesforce and HubSpot imports. Determines how often Propensity refreshes the audience from the connected source:

  • Manual Refresh Only
  • Weekly Automated
  • Daily Automated

Identifying Your List Type in My Audiences

After uploading, you can find your list in My Audiences. Each audience displays:

  • An icon next to the audience name indicating whether it is an Account list (building icon) or a Contact list (person icon). The list type can also be found when clicking View Details
  • A List Type column showing how the audience was created, such as Upload, Salesforce Report, Contact List, or Merged Audience.

Important Notes

  • When editing uploaded audience lists, all filters can be modified except the Page Visited filter
  • The Intent Signals filter only works if a Minimum Propensity Score is applied (must be set to at least 1)

 

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