Importing Contacts - Categorize Contacts on Import

Overview: Categories can be an important way to organize and find  your contacts in Full Partner. Think of Categories as labels. These labels can be assigned to contact records to help create lists and sub-lists. 

Once a contact record is assigned a category, you can run a query type list to create to view, export as well as to send emails to.

If you need to categorize your import, please go to Marketing Automation / Categories and create any Categories you may need before import.

After ensuring that any needed categories have already been created:

• You can bulk add an entire import file to a pre-created Category via a checkbox window at Import.
• Or you can assign multiple categories per record at import via adding a Column to your import file and adding in the category id(s).

See two below videos:

• How to Create a Category and Add a Category to a Contacts Import File or at Import
• Part Two - How to Add Multiple Category IDs to a Contacts Import File

How to Create a Category and Add a Category to a Contacts Import File or at Import

 Part Two - How to Add Multiple Category IDs to a Contacts Import File

NOTE: Although this Chapter is designed to be sequential in its steps, you may jump ahead to a specific topic by visiting the Course Content page for a linked Index. To continue click Next to proceed in sequence.

Related Topics

• Importing Contacts - Formatting Your Import File  
• Importing Contacts - Save Data File as .CSV File Type  
• Importing Contacts - Categorize Contacts on Import  
• Importing Contacts - Assign Member Groups to Contacts  
• Importing Contacts - Before Import Checklist  
• Import your Contacts and Add to Subscription List at Import  
• Import Previous Customers and Invite to Create New Sign In Account Access

Popular Contact Management Topics

• Getting Started - Importing Contacts
• Creating Lists in Contacts
• Find and Edit Contact Information
• Custom Contact Fields
• Sales Force Management via Contact View