Prepare Existing Contacts for Upload to a CRM

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The first step to getting a newsletter out to your existing contacts is to set them up in a CRM or email program.

Setting up a CRM involves collecting and formatting your existing contacts so they can be seamlessly imported as a .csv file into your chosen CRM.

In this tutorial we show you the simple, steps for getting your contacts ready to import - as well as tips for segmenting your list as well as  a CRM matrix so you can compare platforms and make an informed choice.