Email Marketing · Import Guide
How to Import Your Agent List into ActiveCampaign
ActiveCampaign combines email marketing with automation workflows. The CSV importer lives under Contacts → Import, with per-column field mapping, list selection, and tagging in one flow.
Official ActiveCampaign import documentationBefore You Start
- An ActiveCampaign account with a list created for these contacts
- Your USAgentLeads CSV (columns: name, email, phone, state)
Step-by-Step
- 1
Open the importer
Click 'Contacts' in the left menu, then the 'Import' button, then 'Import from File' and choose your CSV.
- 2
Map each column
Use the dropdown next to each column to map it to a contact field. Map email to Email, phone to Phone, and create a custom field for state directly from the import page via '[Add New Field]'. Columns you don't want can be set to 'Do Not Import this Field'.
- 3
Select lists and tags
Pick the list(s) these agents should join and add tags (e.g. 'realtor-list', per-state tags). Tags are the easiest way to segment automations later.
- 4
Choose import options and run
Open the 'Import Options' dropdown, keep 'Import as Contact', and start the import. ActiveCampaign requires an email or phone per row — every USAgentLeads record has an email, so rows won't be dropped for missing identifiers.
- 5
Verify the results
Check the import summary. Note that if multiple rows share an email, ActiveCampaign keeps the first and skips the rest — a free layer of dedupe.
Field Mapping Reference
| Our CSV Column | ActiveCampaign Field | Note |
|---|---|---|
| Standard field; required identifier | ||
| name | First Name / Last Name | Split first, or map to a custom text field |
| phone | Phone | — |
| state | Custom field (create during import) | Use in segments and automation conditions |
Tips for Better Results
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Get the Agent ListFrequently Asked Questions
Does ActiveCampaign deduplicate on import?
Yes — when multiple contacts in the file share an email address, the first instance is imported and the rest are skipped. Re-importing an existing email updates that contact rather than duplicating it.
Can I trigger an automation from the import?
Tag the imported contacts during the import, then use that tag as an automation start trigger. That pattern lets you drip to the new list without touching existing contacts.