Importing InterAction contacts using List Management

Ensure that you are in the Concep Send Group that you wish to import your InterAction contacts into – this will allow you reference back to which folders you imported and sent campaigns to.

Then, click the ‘Import From InterAction’ button to open a window displaying your active folders, grouped by type. You can search for folders using the search bar and select one or more folders to import.

Note: You cannot proceed if no folders are selected.

Once you have selected your folders, proceed to the next step to begin mapping your fields. The left column shows your Send fields, including Custom Fields, and the right column allows you to map the available InterAction fields, including folder specific fields.

You can map fields for each folder you have selected to import, but 4 fields will have a default value:

• Contact ID will always be exported and mapped to the ‘External Contact ID’ field
• First Name, Last Name and Primary Email will be mapped by default but can be edited

Default mapping:

Mapping a folder specific field to a Concep Send Custom Field:

During any stage of the field mapping process, you can click 'Marketing Lists' to go back to the list selection step.

"Conditions" is the section of the List Management wizard where you can set up queries to run across your folder based on contact data stored in InterAction.

Beneath the "Conditions" stage of the import wizard, we retrieve every CRM field that is available to a folder. You can use these in combination with the "Match" drop-down and the "Value" input to query your folders and find the qualifying contacts.

This is especially handy for when you are importing contacts from InterAction to send a reminder to attendees ahead of your next event. You can use conditions to ensure you're only importing those contacts whose RSVP status is listed as "attending" in your event folder in InterAction. For detailed information, please check - How to filter contacts based on a field in InterAction – Concep

Once you have added the conditions the ‘Confirm and import’ step lets you review the data that will be imported. When you’re ready, click ‘Import’ to begin importing your selected InterAction folder(s) into the chosen Concep Send Group.

Summary shown at ‘Confirm and import’ step:

While the import is in progress, the ‘Import from InterAction’ will display as ‘Import Progress’.

Clicking ‘Import Progress’ will display a pop-up with a progress bar that indicates which folder is currently being processed.

When the import is complete, a pop-up will appear to indicate this and state if any folders failed to import. You can click ‘Refresh’ to refresh your browser window to show your imported contacts or close the pop-up.

Note: If another Concep Send user in your organization is using List Management, the ‘Import Progress’ button will display, and you will not be able to use it until their import is complete. You will be able to click ‘Import Progess’ and check how the status of their import.word

This is to avoid sending simultaneous requests to the InterAction server with which may impact the performance of InterAction or List Management.