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 it 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. 
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us