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
- Click Prospects step
- Click the trash can icon to delete the previously uploaded list
- 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
- Click on your campaign and click the pink Add Prospects button at the top of your page.
- Upload your updated list and make sure you select the "Add and Update" option. Selecting this will overwrite any old information for your prospects.
- Now, you can see the changes reflected for those prospects in the Personalization phase.