How do I fix contact information in a prospect list?

If you find your prospects' names or account names (or any text replacements or additional columns) are incorrect, you can fix this by uploading a corrected list. Any information can be edited except the email address.

If your campaign is still in the setup process

  1. Click Prospects step
  2. Click the trash can icon to delete the previously uploaded list
  3. Click Add Prospects to upload the corrected list and make sure you select the 'add & update' option. Selecting this option overwrites old information for your prospects.

If correcting prospects in an existing campaign

Important: If sending has already started for these prospects, it is not recommended to delete your list. You could inadvertently send duplicate emails when you re-upload those contacts, so we recommend following the instructions below.
  1. Click on your campaign and click the pink Add Prospects button at the top of your page.
  2. Upload your updated list and make sure you select the "Add and Update" option. Selecting this will overwrite any old information for your prospects. 
  3. Now, you can see the changes reflected for those prospects in the Personalization phase. 

Fix individual prospect info

If you need to make changes to an individual prospect, you can easily make edits or add information to fields on the prospect panel.

  1. Head to either the Prospects page in your Campaign or the Prospects section in the left side menu
  2. Search for the prospect and click on the prospect in the list
  3. On the prospect panel, click the Edit icon 

  4. Make any changes, and then click Save - if no changes have been made, the Save button will remain greyed out and you can click Cancel to exit

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