Contacts & lead scoring

Import contacts and add custom fields

WebinarRun Contacts holds every lead from WhatsApp, calls, webinars and imports in one list. You can import a CSV and add your own fields to each contact.

Updated

Before you start

  • Permission to edit contacts
  • A free custom-field slot: 10 on the trial and Starter, 50 on Growth, 150 on Scale

  1. Create custom fields first

    Open Settings and the Contact fields tab. Click Add field, enter a Label and choose a Type: text, number, date, dropdown or yes/no. Add options for dropdowns, then save.

  2. Prepare your CSV

    The file needs a phone column with the country code. Name, email, tags (separate several with |) and your contact fields are optional. Use Download a sample in the import window to get the layout.

  3. Import the file

    Go to Contacts and click Import CSV. Click Choose CSV file, check the number of rows found, then click Import.

  4. Check the result

    The import shows how many contacts were new, updated (already existed) or skipped. Click Done.

  5. Work with your contacts

    Select contacts to Set status, Add tag, Send template, Assign to a teammate or set Follow-up by. Click Export CSV to download contacts that match your filters.

Good to know

  • Contacts that already exist are updated, not duplicated.
  • Duplicate leads lists website form submissions that clash with an existing contact’s email, so you can review them.
  • Statuses are New, Contacted, Follow-up, Converted and Lost.

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Still stuck? Email support@webinarrun.com and tell us which step you are on.