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Selling on Creator Store

Import contacts into CRM

Add contacts to CRM one at a time or by uploading a CSV, and send opt-in emails so they can subscribe to your list.

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Import your contacts into the CRM to manage your customer base in one place.

Open your contact list

  1. From the left side menu, select CRM.
  2. Select All Customers to open your contact list.
CRM sits between Earnings and Analytics in the side menu.
Expanding CRM reveals All Customers and Outreach.

Import contacts

In the All Customers section, select Import.

Import sits between Sort and Export in the toolbar above your customer list.

You have two options for importing contacts.

Manually add a contact suits adding individual contacts one by one.

The manual form takes one contact at a time and asks you to agree to the Terms of Use.

Upload a CSV file uploads multiple contacts in bulk. Only one column is required:

  • Email (required)
  • First Name
  • Last Name
  • Phone

Name the phone column Phone. A column headed "Phone Number" is ignored, and those numbers are dropped without an error.

The upload panel lists the columns it expects and takes a .csv file by picker or drag and drop.
Before importing you name the import, choose whether to overwrite existing contacts, and confirm the opt-in emails.
A confirmation appears once the contacts are in.

Opt-in requirement

Ensure that all recipients have opted in to receive emails from you. This is essential for compliance with email marketing best practices.

Send Opt-In Email

The Send Opt-In Email feature sends an email to your contacts to confirm their consent before they start receiving your communications.

Sending opt-in emails is a separate confirmation, and contacts who already received one are skipped.

Common questions

How do I upgrade?

Upgrade directly from your dashboard: Settings > Billing > Upgrade Now.

Why do I need to import my contacts to the CRM if I'm already using Marketing Funnels?

The CRM is the new way to manage and market to your audience through Creator Store. It includes tools like Outreach and Broadcasts for staying connected, running campaigns, and growing your community in one place. Importing your contacts lets you use those features.

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Build a workflow or broadcast email from a template, edit the text, add blocks, and preview it before you send.

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