Prepare to use Audience Manager CRM

Modified on Fri, 17 Mar, 2023 at 12:26 PM

Before using the Audience Manager CRM, you should consider and prepare the following: 

1. Formatting requirements for importing contacts data

  • Do your contacts have tags?
  • Where are you sourcing your contact data from?
  • Does your CSV file meet the formatting requirements for import? See here: Import data formatting requirements

2. Logins for your Integrations

  • Do you have your Admin logins for your ticketing platforms?

3. Importing contacts to the Audience Manager CRM

4. Creating tags

Do you need to add tags to your contacts? See here: Import contacts and add tags

5. Filter options: segments and tags

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