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Assigning Groups, Tags, and Opt- In Lists Through Importer
Jessica Mocha 3/9/2023 1:34:00 PM


When importing contacts, you can also assign the contact to groups, tags, and opt-in lists. This will help when sending emails and segment data based on your organization’s workflow, as the contacts will already be grouped together by the group, tag, or opt-in list.


Before importing contacts and assigning them to a group, tag, or opt-in list, make sure you create them ahead of time. Creating these attributions ahead of time will make it easier when selecting the attribution.

If you need assistance in creating an opt-in list, read this article

If you need assistance in create a group or a tag, read this article

Assigning Groups, Tags, and Opt-in Lists to Contacts Through the Importer Tool

To assign these attributes while importing contacts, navigate to Automation & Workflow and click on Import and Export under the General section. Click on Create New and select import, just as you would when importing contacts.

You will see three expandable sections under the Import To Drop-down named CRM Group Assignment, CRM Tag Assignment, and List Assignment. Expand the sections using the arrow beside the name of the section.

Assigning and creating a Group, a Tag, and an opt-in list are done the same way. If you already have these attributes created, use the drop-down to select the group and click Add. The assigned attribute will now show in the box below labeled Assigned Groups/ Tags/ List

If you do not have any groups or tags created, click on the create button next to the add button

Note: If you assign the group, tag, or opt-in list to the contact record using the above method, all contacts within the import will be added to the contact records. If you have contacts that have different attributions in your file, add the field to your file and list the attributions there. 

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