Steps
- Go to Customer experience → Contacts and create a list.
- From a spreadsheet (Excel or CSV with a heading row - download the template on the list for the right headings, drop-downs and instructions; its EXAMPLE row is skipped): click Read the file, check which column is the name, phone, email, branch and marketing consent, then Import.
- From your customers: all, or one customer group - those with a phone or email.
Good to know
- Phones are checked and kept in international form; people already on the list are skipped; rows without a valid phone or email are left out and listed with their row number.