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You can export a list of contacts to a CSV file.

In this article:

Export a list

1. Click “Lists” in the left menu to go to the Lists overview page.

2. From here, click the list you wish to export.

3. Click the Status dropdown to select which contacts you want to export. You can choose from five contact statuses: Active, Unconfirmed, Unsubscribed, Bounced, or Any (Active is selected by default).

4. Click the “Export” button.

5. The “Export Options” modal will appear. You can type the name of the export into the field provided and click the fields you wish to include with the export. Clicking the “Other Fields” checkbox will either select or unselect all fields under it.

6. Click “Export.” 

The export will start to run in the background and a confirmation message will appear at the top of the page. You are safe to navigate to a different page in your account, log out, or close your browser. The export will still run.

Download and view export results

You can download the results from the Exports page in your account:

1. Click the link in the confirmation message or click Contacts > Exports.

2. Click the “Download” link under the “Actions” column for the export.

Note that this link will be valid for 7 days.

A CSV file will open and display the export results you selected. You’ll see columns for custom fields, lead scores, and deal scores. Tags for each contact will appear in a single column.

In addition the following default data will be included in the export:

List name

Name of the list you exported

Email

Email address of your contact. The data is pulled from a default system email address field.

First name

First name of your contact. This data is pulled from a default system first name field. If the contact does not have a first name listed in your account, the cell will be blank.

Last name

Last name of your contact. The data is pulled from a default system last name field. If a contact does not have a last name listed in your account, this cell will be blank.

Phone number

Phone number of your contact. This data is pulled from a default system phone field. If a contact does not have data for this field in your account, this cell will be blank.

Status

Subscriber status of your contact. If you are exporting a list of “Active” contacts, then “Active” will appear in this column for each contact. You can read more about subscriber statuses here.

Date Contact Record Created

This is the date a contact was added to your account.

IP Address

Most recent IP address of your contact at the time of export.

User Agent

Most recent browser and operating system for a contact. This is collected when a contact completes a trackable action, such as opening an email in a browser, clicking a link in our email, visiting a website with site tracking installed, and form submissions.

Date Subscribed

This is the date a contact subscribed to the list you exported.

Date Unsubscribed

This is the date the contact was unsubscribed from the list you exported.

Organization

Organization for your contact. The data is pulled from a default system Organization field. If a contact does not have an organization listed in your account, this cell will be blank.

Additional information

Export one or more contacts

You can export a single contact from the Contacts overview page or several contacts with an Advanced Search and then clicking the “Export” button.

Export all contacts

You can export all contacts from the Contacts overview page by clicking the “Export” button.

 

After you create a list in your Nurturelabs CXP account, you can add opted-in contacts to it. In this article, you’ll learn about different ways to add contacts to your list(s).

Import contacts from a CSV file

If you’re coming from another provider, you may have exported a CSV file of opted-in contacts. You can easily import these contacts into your Nurturelabs CXP account using the import tool. 

Note that the unique identifier for contacts in your account is their email address. This means that each contact in your file must have a unique email address. 

Manually add one-off contacts

You can manually create one-off contacts in your account and add them to a list. 

1. Navigate to the Contacts page by clicking “Contacts” in the left menu. 

2. Click the “Add a contact” button.

3. An “Add a Contact” modal will open. Complete the fields and click “Add.”

4. On the next screen, you can add Contact Actions, such as add to lists, add to deal, add to automations, add tags, and advanced list options. Click the “Add to Lists” action option and click each list you wish to add the contact to. 

5. Click any other action you wish to apply to your contact. 

6. Click the “Apply”  button.

Create and publish subscription forms

We offer a robust form builder you can use to collect contact information and grow your lists. You can publish forms on your website, Wordpress site, and Facebook page. 

You can also use our Forms for iPad app to collect subscribers offline. 

Additional benefits of using a Nurturelabs CXP subscription form include:

  • The ability to leverage site tracking
    Using a Nurturelabs CXP subscription form will allow you to leverage our Site Tracking feature. When a site visitor submits your form, a tracking cookie will be placed on their browser. We’ll then log each visit that contact makes to your site. Note that you’ll need to enable Site Tracking before you can begin to collect data. Tracking cookies will not be added to contacts who submit a form on the Forms for iPad app.
  • The ability to use either single opt-in or double opt-in
    Double opt-in is enabled by default, but you can choose to use single opt-in if that makes more sense for your business. 
  • The ability to use additional form actions
    For example, for each contact who submits your form, you can apply a tag to their profile record, create a deal, or email the form results to yourself or someone on your team. 

Sync contacts from other apps with integrations

If you use other apps to manage contacts, (such as appointment scheduling apps, help desk solutions, Ecommerce solutions, project management apps, and more) you may be able to integrate those apps with your Nurturelabs CXP account. Doing so will automatically feed contacts into your Nurturelabs CXP account so you can begin automated marketing follow-ups and manage deals through different stages of your sales process.

Subscribe by email

The subscribe by email option lets potential subscribers send an email to an Nurturelabs CXP generated email address so they can opt in to your list. 

Subscribe by SMS

The subscribe by SMS method lets potential subscribers opt in to your list via text message. The potential subscriber would send a text to a Nurturelabs CXP generated phone number containing a keyword. Once the system receives this text, the individual will be added to your list. 

This option is available on Plus, Professional, and Enterprise plans and does not use any SMS credits. 

Import contacts from an external database

You can add contacts from a MySQL database using our Database Sync feature. This sync can only be run manually and will not modify or alter any data in your external database.

Syncing contacts from MSSQL and PostGreSQL is available via Zapier only.

Database Sync is available for Plus, Professional, and Enterprise plans. 

Import contacts through the API

We have a robust and well-documented open API that developers can use to add contacts and perform a variety of other actions.

 

After you create a list, you can begin to import existing contacts from a CSV file using our import tool.

With the import tool, you can map columns in your file with fields in your account, create new custom contact fields to map a column to, import contacts to a list(s), apply a tag(s) to the contacts, import contacts as Active, Unsubscribed, or Excluded, and choose to update existing contacts while you import. 

In this article, we’ll show you how to import contacts from a CSV file.

Take note

  • The import tool only works with CSV files
    If your contacts are stored in a spreadsheet, make sure to save the spreadsheet as a CSV file prior to import. CSV files must also be formatted correctly. 
  • Each contact in your file must have an email address
    If multiple contacts share the same email address, we’ll import the first instance in your file and skip over the rest of the contacts who share that same email address.
  • Contacts may be added to “Active” automations upon import
    Contacts will be added to automations set to “Active” if (1) the list you are adding them to is used in an automation trigger, (2) if you’re tagging contacts during the import process and those tags are used in automation triggers, or (3) if you’re importing values to a field and that field is used in an automation trigger. 
  • It is not possible to assign an account owner during the contact import process
    If your CSV file contains an “Accounts” column, we’ll assign all accounts in your file to the default account owner. 

Import contacts from a CSV file

1. Click “Contacts” located on the left menu.

2. Click the “Import” button.

3. Click the “Import from File” button.

4. A file browser will appear. Navigate to the file you wish to import and click it to select it.

5. Your file will process and you will be redirected to the import screen. Map the columns in your file to fields in your account by clicking the dropdown for each field.

  • If you don’t wish to import data from a column, select “Do Not Import this Field”
  • To create a new field directly from the import page, click “[Add New Field]” and follow the prompts

6. Optional: Click each list that you want to add contacts to.

7. Optional: Type the tags you wish to apply to all contacts once they’re imported.

As a best practice, you may want to apply a tag that indicates the source of these contacts. That way you can easily find this group if you need to make any bulk edits to them later.

8. Click the “Import Options” dropdown and click the “Import As Active Contact” option.

9. Optional: Click the “Update Existing Contacts” box. This will look for a matching email address in your account and add any additional contact data from your file into the contact record.

10. Click the “Import Now” button once you’re done configuring settings.

The length of time it takes to import contacts will depend on the size of the CSV file. 

When finished, you can view your import results. 

 

The copy and paste import option allows you to import your contacts quickly. You may want to use this option for shorter lists, or if you do not have a lot of custom fields.

To get started:

1. From the Contacts Overview page, click “Import.”

2. Click the “Copy & paste your contacts” link.

3. A copy and paste import modal will appear:

If you are only importing email addresses, you will want to list each email address on its own line like this:

sarah@test.com 
ellen@test.com

If you are pasting from a word processing program or are directly typing the contact’s name, email address, and one or two other custom fields or tags directly into the import modal, you will want to list each item separated by a comma with no spaces like this:

Sarah,Connor,sarah@test.com,October Import

Ellen,Ripley,ellen@test.com,October Import

If you are pasting from a spreadsheet, you do not need to insert a comma.

4. Once you have pasted or typed your contacts in the import modal, click “Next.”

5. Map your fields by matching what you pasted to the fields listed in the “Map into field” dropdown. If a field does not yet exist, click “Add new field.”

6. Select which list these contacts will be added to by clicking on the appropriate checkbox (optional) and apply a tag to these contacts by typing it in the “Add Tags” field (optional).

7. If these contacts are being added as “Active” then select “Import as Active Contacts.” You can also add these contacts as “Unsubscribed” contacts or add them to your exclusions list.

8. If these contacts already exist in your account and if you’re using this method to update them, click the “Update existing contacts while importing” checkbox. Otherwise, click “Import Now.”

Once the import is complete, you can view your recent import report.

 

This subscription method is available on all plan levels.

With the subscribe by email opt-in method, subscribers can send an email to an Nurturelabs CXP-generated email address in order to opt into your list.

When using this subscription method, you’ll want to note the following:

  • Subscribe by email uses a single opt-in process.
    This means that when contacts opt into your list with this method, they will not receive an opt-in confirmation message to confirm their subscription. They’ll be added as an “Active” contact to your list right away.
  • Each account uses a single, unique email address.
    This email address is automatically generated when you enable the subscribe by email opt-in method for your list(s). Each list uses the same email address.
  • You can use a filter to determine which list contacts will be added to.
    If you’re enabling the subscribe by email opt-in method for multiple lists, you can determine which list a contact will be added to by creating a different keyword for each list. When a contact sends an email to the system-generated email address, we’ll look for the keyword in either the subject line or email body and add them to the appropriate list.
  • Contacts can be added to more than one list when they subscribe using this opt-in method.
    You have the option to add a contact to multiple lists once they opt in using the subscribe by email opt-in method.
  • This opt-in method will create a contact record using only their email address.
    The email address used will be the email address that the contact sent the message from. It will not add any additional information for the contact, such as first name or any other custom field information.

Setting up the Subscribe by Email opt-in method

  1. From the Lists overview page, click “Subscriptions by Email” from the left side menu.
  2. The Subscriptions by Email page will load. Click the “Add” button.
  1. To let contacts subscribe to your list, choose the subscribe email address listed in the Email address dropdown menu.
  1. In the “Used in Lists” box, click the list you set up the Subscribe by Email opt-in for. If you want contacts to be subscribed to more than one list when they send an email, hold the SHIFT key on your keyboard, and click the lists with your mouse.
  2. Next, you will select either the Subscribe or Unsubscribe action. Choose “Subscribe” to let contacts subscribe to your list.
  3. The “Use Filter” option will help us determine which list to add contacts to when they submit an email to the subscribe email address. While this step is optional, we recommend using a filter if you wish to set up the subscribe by email option separately for each list. When a contact uses the keyword you specify here, they will be added to the list that corresponds to that word.

    To create the filter, click the “Use Filter” box:

Next, choose to have the system look for the keyword in either the subject line or body of the email that the contact will send to you to subscribe.

Then, choose an operator. You can choose from the following options:
Contains
Does not contain
Equals
Does not equal

Finally, type the keyword in the keyword field.

In this example, we used the subscribe action. Then we created a filter that will look for the keyword, “News” in the subject line of an email. If a contact sends an email to the subscribe email address with the word “News” in the subject line, they’ll be added to our list as an opted-in subscriber:

  1. When you’ve finished setting up the subscribe by email opt-in method for your list, click the “Add” button.

The subscribe by email opt-in option for the list will be added to the Subscriptions by Email page:  

To collect opt-ins to your list with this method, you can share this email address, along with instructions to use a keyword, in the following ways:

  • On your website
  • In your email signature in your personal email client

Once this email address receives an email, it will parse the contact’s information and create a contact record for them using only the sender’s email address. Note that it can take several minutes for a contact to be added to your list using this method.

 

Database sync is an import function that allows you to connect a MySQL database to your Nurturelabs CXP account so that you can add contacts to a list. Similar to an import, this is can only be run manually and cannot be scheduled to run at a future date or time. Because the database sync will only import contacts from an external source into your Nurturelabs CXP account, it will never modify or alter any data in your external database.

To create a database sync, follow these steps:

1. From the Contacts Overview page, click “Database Sync” located on the left-side menu.

2. Click the “Add Sync” button.

3. Complete the fields located on the Database Sync page, including the Sync Name and Database Connection Details. Please note that only MySQL is supported.

4. Using the dropdown, select a list to add your contacts to. Note that you can only select one list. Click “Next Step.”

5. On the next page, select the table by clicking it, then click “Next Step.”

6. Map your fields. If your table has a tag that you wish to sync into your account, you can select “Tags” from the field dropdown.

Then click “Next Step.”

7. On the Rules and Sync Options page, you can create rules for your database sync. Rules are optional and can be used to add specific logic conditions to your sync. For example, if you only wanted to add contacts from your external database where the “ID” is greater than 1, you can create that rule here. If no rules are created, all contacts from your table will be selected for the sync. Once you have created your rule, click “Add.”

8. Under “Sync Options” you can choose from three different import options:

“Delete all items that are not affected by the sync each time the sync runs” means that all contacts who are present in your account, but not present in the external database, will be deleted. Please note that nothing will ever be changed or deleted from your external database.

“Update existing contacts” means that any contacts that already exist in your system, and are being synced again, will be updated with any new information they have in your database. If a contact in your Nurturelabs CXP account is unsubscribed from your list and are being synced again, we will update their profile with new information but they will remain unsubscribed. If this box is unchecked, any pre-existing contacts will be skipped during the sync. Duplicates will never be added to your account.

“Send the last broadcast campaign when importing” option will send the last campaign you sent to each contact as they are imported.

9. Next you will see the options to add your sync, test your sync, or run your sync. Select from any of the options by clicking it.

“Add” will allow you to save the sync to your Database Sync page so that you can run it later.

“Test” will allow you to see how many contacts will be synced.

“Run” will run your sync right away.

10. After you run the sync, you will be able to view the synchronization report. To view the report, click “View Report” from the “Initiating Synchronization” window.

The report will show you how many items were synced and how many were not. If you had any failed rows, the report will list the reason why, similar to our import results report. 

 

With Nurturelabs CXP, you can use the Bulk Contact Importer API to upload large numbers of contacts into your account with just one API call.

In this article:

Take note

  • The Bulk Contact Importer API is available on all Nurturelabs CXP plans
  • This feature is for advanced users who are familiar with the API and are comfortable using it to import contacts

About the Bulk Contact Importer API

The bulk contact importer is designed to perform operations on large quantities of contacts at one time. These operations include:

  • Creating new contacts
  • Updating existing contacts
  • Setting fields on contacts
  • Tagging contacts
  • Adding contacts to lists

Note 

The Bulk Contact Importer is not designed to support frequent operations involving a small number of contacts or to sync updates in real-time from an external database. Instead, contact updates should be collected into larger batches and imported as a group. Contacts can be imported in batches of up to 250 items.

Rate limiting

The bulk importer process is optimized for the upload of larger lists of contacts. Running frequent requests that involve a small number of contacts requires significant overhead, and can affect the importer’s performance. As a result, we enforce the following rate limits on the Bulk Contact Importer API:

  • For requests containing a single contact, there is a limit of 20 requests per minute
  • For requests containing multiple contacts, there is a limit of 100 requests per minute

We recommend that all users attempt to batch updates into groups as large as possible before starting an import.

Payload size limiting

The maximum payload size of a single bulk_import request is 400000 bytes.

Skipped contacts

Contacts must meet all the following criteria in order to be created or updated with this API:

  • The imported contacts may not exceed your account limit
  • The contact must have an email address
  • The contact’s email address must not be on an exclusion list
  • The contact’s email must not be on a list of bounced email addresses
  • The contact must not have unsubscribed to a list that the import would add them to

If contacts do not meet all of these requirements, they will be skipped by the importer.

API documentation

POST https://youraccountname.api-us1.com/api/3/import/bulk_import

Request Structure

JSON
{
"contacts": [
    {
        "email": "someone@somewhere.com",
        "first_name": "Jane",
        "last_name": "Doe",
        "phone": “123-456-7890”,
		"customer_acct_name": "Nurturelabs CXP",
        "tags": [
            		"dictumst aliquam augue quam sollicitudin rutrum",
        		],
        "fields": [
               {"id": 1, "value": "foo"},
               {"id": 2,"value": "foo||bar||baz"}
        ],
        "subscribe": [{"listid": 1}, {"listid": 2}],
        "unsubscribe": [{"listid": 3}],
    }
],
"callback": <optional, see below>
}

Response
200 OK
{
"Success":1,
"queued_contacts":1,
"batchId":"0641fbdd-f62f-4c2c-ba02-3a83d5d11ac9",
"message":"Contact import queued"
}
 
400 Bad Request
{
"Success":0,
"message":"JSON payload did not pass validation. Please fix failureReasons and retry. The import was not queued for processing.",
"failureReasons":["Payload must contain a 'contacts' field"]
}

Body Params

contacts* array (object)

An array of objects containing information about a single contact. Up to 250 contacts may be included in a single request. Each contact may contain the following fields:

  • email* (string)
    The contact’s email.
  • first_name (string)
    The contact’s first name.
  • last_name (string)
    The contact’s last name.
  • phone (string)
    The contact’s phone number.
  • customer_acct_name (string)
    The name of the contact’s account.
  • tags array (string)
    Each string in the array will be added as a single tag to the contact. New tags will be created if they do not already exist.
  • fields array (object)
    A list of custom fields to apply to the contact. Each field must contain two fields: Each contact may have up to N custom fields.
  • id* (number)
    The ID of the custom field. Custom fields must be referenced by the ID that Nurturelabs CXP assigns to them. You can retrieve the ID number for a custom field by using the “List all custom fields” API call.
  • value* (string)
    The value of the custom field. Multiple values may be populated for multi-value fields by separating the different values by the double-pipe delimiter (“||”).
  • subscribe array (object)
    An array of lists to subscribe the contact to. Contacts may not be subscribed to lists which they have previously unsubscribed from. Each list object contains a single field.
  • listid* (number)
    The ID of the list to subscribe the contact to. Lists must be referenced by the ID that Nurturelabs CXP assigns to them.

    You can find the list ID by clicking the list in your Nurturelabs CXP account then viewing the URL bar. It will look something like this: /app/contacts/?listid=19&status=1

    You can also retrieve the ID number for a list by using the “Retrieve all lists” API call.
  • unsubscribe array (object)
    An array of lists to unsubscribe the contact to. Each list object contains a single field.
  • listid* (number)
    The ID of the list to unsubscribe the contact from. Lists must be referenced by the ID that Nurturelabs CXP assigns to them.

    You can find the list ID by clicking the list in your Nurturelabs CXP then viewing the URL bar. It will look something like this: /app/contacts/?listid=19&status=1

    You can also retrieve the ID number for a list by using the “Retrieve all lists” API call.

Callbacks

The bulk contact endpoint has a callback function to notify users when an import is complete. Include the following information in a contact import request to use this feature:

JSON
{
"contacts": [ ... include contacts here ... ],
“callback”: {
	“url“: “www.your_web_server.com“,
	“requestType”: “POST”,
	“detailed_results”: “true”,
	“params”: [
		{“key”:””,”value”:””}
    ]
	“headers”: [
		{“key”:””,”value”:””}
    ]
}
}
  • url (string)
    The URL endpoint which the importer will make a request to once the import has completed.
  • requestType (string)
    Can be set to either “GET” or “POST”. Determines the type of HTTP request which will be sent to the specified endpoint.
  • detailed_results (string)
    When set to “true” and the requestType parameter is set to “POST”, the callback will include the number of successes and failures in the originating request, as well as an array of error messages for each failed contact.
  • params (array)
    A list of parameters to include in the callback request. Add each parameter in the form of a key-value pair. For a GET request, each parameter will be appended to the end of the URL in a query string. For a POST request, parameters will be included in the body of the request. 
  • headers (array)
    A list of headers to include in the callback request. Add each header in the form of a key-value pair.

Examples

Receiving a notification

{
"contacts": [ ... include contacts here ... ],
“callback”: {
	“url”: “www.yourwebsite.com/the/api/to/hit”,
    “requestType”: “GET”,
	“params”: [
		{“key”:”msg”,”value”:”hello”}
    ]
	“headers”: [
		{“key”:””,”value”:””}
    ]
}
}

Params will be appended to the URL as query parameters in the case of a “GET” request. Headers will be applied to the request before it is sent. This endpoint accepts any string value for both keys and values for both params and headers.

Result:

GET www.yourwebsite.com/the/api/to/hit?msg=hello

Posting a message

{
"contacts": [ ... include contacts here ... ],
“callback”: {
	“requestType”: “POST”,
	“params”: [
		{“key”:”msg”,”value”:”Import completed”}
    ]
	“headers”: [
		{“key”:”Authorization”,”value”:”Bearer 4u1h_t0k3N”}
    ]
}
}

Result:

GET www.yourwebsite.com/the/api/to/hit

JSON
[
{“key”:”msg”,”value”:”Import completed”}
]

Import results with error messages

{
"contacts": [ ... include contacts here ... ],
“callback”: {
	“requestType”: “POST”,
	“detailed_results”: “true”,
	“headers”: [
		{“key”:””,”value”:””}
    ]
}
}

When the “detailed_results” parameter is set to “True”, the callback will include:

  • A JSON object containing the params specified
  • Three other fields in the response which can help with monitoring and debugging

Result:

GET www.yourwebsite.com/the/api/to/hit

JSON
{
"Success":1,
"Failures":0,
"failure_reasons":[]
}
 

You can export all contacts in your account to a CSV file. 

In this article:

Export all contacts

1. Click “Contacts” in the left menu to go to the Contacts overview page.

2. Click the “Export” button.

3. The “Export Options” modal will appear. You can type the name of the export into the field provided and click the fields you wish to include with the export. Clicking the “Other Fields” checkbox will either select or unselect all fields under it.

4. Click “Export.”

The export will start to run in the background and a confirmation message will appear at the top of the page. You are safe to navigate to a different page in your account, log out, or close your browser. The export will still run.

Download and view export results

You can download the results from the Exports page in your account:

1. Click the link in the confirmation message or click Contacts > Exports.

2. Click the “Download” link under the “Actions” column for the export.

Note that this link will be valid for 7 days.

A CSV file will open and display the export results you selected. You’ll see columns for custom fields, lead scores, and deal scores. Tags for each contact will appear in a single column. 

In addition, columns for the following default data will be included:

Email

Email address of your contact. The data is pulled from a default system email address field.

First name

First name of your contact. This data is pulled from a default system first name field. If the contact does not have a first name listed in your account, the cell will be blank.

Last name

Last name of your contact. The data is pulled from a default system last name field. If a contact does not have a last name listed in your account, this cell will be blank.

Phone number

Phone number of your contact. This data is pulled from a default system phone field. If a contact does not have data for this field in your account, this cell will be blank.

Date created

This is the date a contact was added to your account.

IP address

Most recent IP address of your contact at the time of export.

User agent

Most recent browser and operating system for a contact. This is collected when a contact completes a trackable action, such as opening an email in a browser, clicking a link in our email, visiting a website with site tracking installed, and form submissions.

Organization

Organization for your contact. The data is pulled from a default system Organization field. If a contact does not have an organization listed in your account, this cell will be blank.

Account (previously Organization)

The account name for your contact. The data is pulled from a default system Account field. If a contact does not have an account, this will be blank.

Account ID

The ID number for your contact’s account.

Additional information

Export one or more contacts

You can export a single contact from the Contacts overview page or several contacts with an Advanced Search and then clicking the “Export” button.

Export a list

You can export a list of contacts via the Lists overview page by selecting a list and clicking the “Export” button.

 

You can export a single contact into a CSV file.

In this article:

Export a single contact

1. Click “Contacts” in the left menu to go to the Contacts overview page.

2. Click the “Search Contacts” field.

3. Start typing the email address for your contact into the search field and do not hit the return key on your keyboard. You’ll notice the list of contacts displayed will dynamically change based on what you type. You do not need to type the entire email address – just enough of it so that the desired contact is the only one displayed in the results.

While you can search for contacts using other field values, we typically recommend email address as this is the unique identifier for all contacts in your account.

4. Once you have located the contact you wish to export in the search results, click the “Export” button.

5. The “Export Options” modal will appear. You can type the name of the export into the field provided and click the fields you wish to include with the export. Clicking the “Other Fields” checkbox will either select or unselect all fields under it.

6. Click “Export.”

The export will start to run in the background and a confirmation message will appear at the top of the page. You are safe to navigate to a different page in your account, log out, or close your browser. The export will still run.

Download and view export results

You can download the results from the Exports page in your account:

1. Click the link in the confirmation message or click Contacts > Exports.

2. Click the “Download” link under the “Actions” column for the export.

Note that this link will be valid for 7 days.

A CSV file will open and display the export results you selected. You’ll see columns for custom fields, lead scores, and deal scores. Tags for the contact will appear in a single column.

In addition, columns for the following default data will be included:

Email address

Email address of your contact. The data is pulled from a default system email address field.

First name

First name of your contact. This data is pulled from a default system first name field. If the contact does not have a first name listed in your account, the cell will be blank.

Last name

Last name of your contact. The data is pulled from a default system last name field. If a contact does not have a last name listed in your account, this cell will be blank.

Phone number

Phone number of your contact. This data is pulled from a default system phone field. If a contact does not have data for this field in your account, this cell will be blank.

Status

This column will be blank for this report. To see the status for contacts, you will need to export them by list.

Contact record created

This is the date a contact was added to your account.

IP address

Most recent IP address of your contact at the time of export.

User agent

Most recent browser and operating system for a contact. This is collected when a contact completes a trackable action, such as opening an email in a browser, clicking a link in our email, visiting a website with site tracking installed, and form submissions.

Organization

Organization for your contact. The data is pulled from a default system Organization field. If a contact does not have an organization listed in your account, this cell will be blank.

Additional information

Export one or more contacts

You can export one or more contacts from the Contacts overview page or an Advanced Search and then clicking the “Export” button.

Export all contacts

You can export all contacts from the Contacts overview page by clicking the “Export” button.

Export a list

You can export a list of contacts via the Lists overview page by selecting a list and clicking the “Export” button. 

The Exports page in your Nurturelabs CXP account lists all contact exports that are in progress and that are complete. This includes exports for:

  • All contacts
  • A single contact
  • Lists
  • Segments
  • Advanced searches

You can use this page to view details of your exports and download results.  

Note that you will only see export results for exports you performed. 

In this article:

  • View your past exports
  • View export conditions
  • Export statuses
  • Export actions

View your past exports

To view your past exports:

1. Click the “Contacts” tab in the left menu.

2. Click “Exports.”

The Exports page will list all exports you performed.

Each export on this page shows the date and time the export was created, the number of contacts contained in the export, the status of the export, and export actions.

View export conditions

Clicking the arrow next to the timestamp for an export will open a new tab in your browser where you can see the conditions used to create the export.

For example, if you exported a list, you’ll see the list name. If you exported a segment or an advanced search, you’ll see those segment or search conditions.

Export statuses

Each entry on the Exports page will have a status. They are:

  • Finished
    If an export has a “Finished” status, then that means the export ran successfully and you can download the results. An export will have a “Finished” status for 7 days. After 7 days, it will be listed as “Expired.”
  • Expired
    An export with an “Expired” status means that the download link is no longer valid. If you need to download an expired export, you can do so by clicking “Retry” under Actions for that entry, then clicking “Export.”
  • Failed
    An export with a “Failed” status means that the export was unsuccessful. If this happens, click “Retry” under Actions for that entry, then click “Export” again.

Export actions

There are two Export actions that you can use:

  • Download
    Clicking “Download” will allow you to download the export results.
  • Retry
    Clicking “Retry” will open a new tab in your browser where you can export the results
 

The Subscribe by SMS feature lets individuals subscribe to your email marketing list by texting a keyword to a phone number associated with your Nurturelabs CXP account. You can select a phone number to use when the feature is activated. This opt-in method does not use any SMS credits. 

To get started:

  1. From the Lists Overview page, click the down caret you wish to enable this feature for.
  1. Select “Subscribe by SMS” from the dropdown.
  1. In the phone number dropdown, select the phone number you wish to use. These numbers are listed by Country.

4. Enter your Keyword in the Keyword field and click the “Activate” button.

  1. Next, you can choose either the default text we provide for your first response, subscribe confirmation, and email address problem messages, or you can type your own into the appropriate fields:
  1. Click the “Save Settings” button.
 

In this article, we’ll share best practices for importing contacts from a CSV file into your Nurturelabs CXP account—from removing what you don’t need, to sharing a downloadable sample CSV import file. These tips should help you avoid import errors, partial imports, and long import times.

Make your CSV file as small as possible

Our importer will run through every column and every row of your file during the import process, even if you only plan to map some of the items to fields in your account. This can cause slowed import times, especially if you have a large number of columns and/or rows you don’t need.

Before removing any information from your master file, create a copy of it first then work from the copy.

  • Columns
    Only include columns you wish to map to fields during the import process and delete any columns you don’t need
  • Rows
    Remove all empty rows and rows that do not contain an email address (contacts who do not have a unique email address in the file will be skipped by the importer)

Use proper field formatting

Depending on how certain fields are formatted, you may receive an error or an unexpected result during the import process. This is especially common for contacts who have multiple values for a single field in your file, such as a  checkbox or list box. To avoid this:

  • Date Field values
    All date field values must use the following format: YYYY-MM-DD. Note that this format uses dashes only and does not contain any spaces or slashes. If this format is not followed, field values will default to a date in 1899.  
  • Multiple tags for a contact
    Tags must be separated by a comma. For example, Tag1,Tag2,Tag3.
  • Multiple values for a single field (Checkbox and List box fields)
    Make sure that these field types use the double-pipe || delimiter between options. For example, if you were to import a list of contacts who have multiple values for a field in a single cell, you would format the cell like this: Value 1||Value 2||Value 3
  • Email address fields
    Make sure all email addresses in your file are spelled correctly and are properly formatted.
  • Special and accented characters
    Make sure all values in your CSV file are enclosed in double quotes and that your CSV file uses UTF-8 character encoding. 
  • Emojis. Emojis should not be used during a CSV import at this time. If you attempt to import a CSV file with emojis in the CSV’s cells (i.e Name 🙂 ), the whole import will get stuck and not progress. 

Break up large import files into smaller files

If your import file is large, you can expect slower import times. To avoid this, break your import file down into smaller files and import them one at a time, waiting an hour in between each import. This best practice can also make it easier to see and troubleshoot any import errors you may experience along the way.

The chart below is our recommendation for the maximum number of columns and contacts a file should have for import success:

Maximum number of columnsMaximum number of contacts
1-5250,000
6-10150,000
11-16125,000
17-2580,000
26-2965,000
30-3950,000
40+35,000

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