List Upload
Objective:
To master the process of uploading and managing lists in Marketo.
Note: You have to download the CSV file and save it on your system before proceeding to next steps. The file will be provided during the HOL session.
CSV File
Create a list
1. Navigate to Marketing Activities
2. Go to your respective folder (details below) under Hands-on Lab Attendee
Attendee Folder # | First Name | Last Name | |
|---|---|---|---|
01 | Caitlin | Clements | |
02 | Amy | Mignosi | |
03 | Danian | Martinez | |
04 | Emilie | Uzan | |
05 | Kari | Herrig | |
06 | Mercedes | Elguezabal | |
07 | Robin | Mather | |
08 | Ronald | Lofrese | |
09 | Amy | Arifin | |
10 | Nadia | Sheikh | |
11 | Kevin | Evans | |
12 | Nirmal Barclays | test | |
13 | Paul | Schofield | |
| | | |
Right-click and select New Program
3. Name the new program “List Import-##” (replace ## with your attendee number e.g. “01”), Program type as default and click Create
4. Right-click on the newly created program and select New local asset
Choose List from the options
Name the list “List Import - ##”
Note: replace ## with your attendee number e.g. “01”
Import file to the list
1. Right-click on the list “List Import - ##”
2. Browse and choose the CSV file from your file system e.g. profile-sample-01 and click next.
3. Now map the fields, in this case, mapped by default so go next.
4. Select your acquisition program "List import-##" and click Import
The List will start getting uploaded.