Import contacts & build your first segment

Every step in text

1. 1Open Audience → Import

   Choose Audience → Contacts → Import and drop your CSV. Files from any previous tool work — you'll map the columns in the next step.

2. 2Map your columns

   Each CSV column maps to a field. Unknown columns can become custom fields on the spot — 'loyalty_tier' here becomes a real field you can segment and personalise on.

3. 3Import runs in the background

   Big files don't block anything. Duplicates (same email/phone) update the existing contact instead of creating a copy, and bad rows land in an error report you can download.

4. 4Build the segment

   Under Audience → Segments → New, stack rules with AND/OR. The live counter on the right shows how many contacts match before you save — no guessing.

5. 5It stays fresh by itself

   A segment is a rule, not a snapshot: contacts flow in and out automatically as their data changes. Campaigns and journeys targeting it always hit the current members.