How To Upload A Contact List - Enbridge EN

This guide provides a process for uploading a contact list, ensuring compliance and preventing duplicates.

Gemma Parker
13 steps
2 minutes

Itmems4

Click "Upload List"

Click "Choose File" and choose either an .xls or .xlsx file from your computer.

Click "Upload File"

Keep the top 3 check boxes as default. This will allow updated data to be captured in existing contacts profiles without creating a duplicate profile.

Choose the applicable Opt-in status for your list from the drop down menu and complete the remaining CASL trail fields including source, method & expiry date (if applicable). Upload an option screenshot of CASL to verify compliance.

Ensure all your excel column headers match the itracMarketer Attribute.

If there are multiple options for Unique Identifer, choose the "use email as the search key".

Choose a list access permission. "Open" means that all users in your business unit will have access to your list. "Private" means only you as the owners will have access, and "user group" means that only users in your user group will have access.

You have two options for saving your list. Option 1 is to upload contacts to an existing list. If choosing this option, select the existing list from the drop down that you want to add the new contacts to.

And then click "Upload to existing List"

Option 2 is to upload contacts to a new list. If you choose that option, enter a list name.

And then click "Upload to new List"

The new list will be viewable on the "My Lists" page.