Audience data is valuable and sensitive. Import and export it only when you have a clear reason.
Before importing
Check that every contact gave permission to hear from you. Do not upload scraped, rented or unclear lists.
Clean the file before import:
- Remove duplicates.
- Check email formatting.
- Add useful tags.
- Remove contacts who opted out.
After importing
Review a sample of contacts to confirm names, emails and tags look right.
Before exporting
Only export the fields you need. Store exported files somewhere secure and delete them when they are no longer needed.
Respect unsubscribes
If a contact unsubscribed or asked not to be contacted, do not re-import them into another tool to bypass that choice.