Data
      Back to home
      1. Help Center
      2. Data

      Marketing Contacts

      What is it?

      A new type of supporter meant for marketing purposes—ideal for email blasts or newsletters—without syncing them to your CRM or counting them toward your supporter limits.

      How to Use:

      1. Go to Supporters > Import.

      2. Choose the option to Import or Update Contacts.

      3. Upload your CSV with standard contact fields (name, email, etc.).

      4. Create a column in your CSV with the value "1".
      5. When creating mapping rules, map the value "1" to "Marketing Contact" to indicate as "True."

      6. These contacts will now appear in your Supporter list but will not sync to Salesforce or count toward limits.

      7. If a marketing contact makes a donation, they’re automatically converted to a standard supporter.

      When to Use:

      • Importing event attendee lists, newsletter sign-ups, or prospect leads.

      • You want to email them but don’t want to clutter your CRM.