Follow the step-by-step instructions to import your contacts to FunnelKit Automations from your WordPress site.
Step 1: Go to the Contacts tab in FunnelKit Automations and click on Import
Navigate to FunnelKit Automations ⇒ Contacts. Then,click on the 'Import' button and hit Create New.
Step 2: Select WordPress as the source
Select WordPress as the source.
Step 3: Select the WordPress roles to import
You can select the roles you want to import.
For example, if there are 23 users with the " Author " role on your WordPress, then checking the "Author" role will import those 23 contacts in FunnelKit Automations.
Step 4: Assign tags, lists, and status
Under the Mapping section, there is another section called Contact Profile. Here you can assign:
- Add Tags - The tag(s) you assign here will be added to all the contacts being imported.
- Add to Lists - By defining a list here, you’ll add these contacts to that specific list.
- Status - You can choose to add your contacts as Unverified, Subscribed, Bounced, Unsubscribed, Soft Bounced, or Complaint. By default, the option is set to "Subscribed".
Step 5: Configure the contact profile
After that, set the following:
- Update Contact Status if Changed: Enable to update the contact’s status when a different status is found during import.
- Do Not Overwrite Empty Fields: Enable to prevent empty values in the import file from overwriting existing contact data.
- Allow Field Information to be Overwritten: Enable overwriting existing contact fields with new values from the import.
- Trigger Automations for Tag & List Changes: Enable to trigger automations when tags or lists are added or updated during import.t.
Once you’ve made the changes, click Import to move on to the next step.
Step 6: Wait for your import to complete
Please wait for a few seconds, depending on the number of contacts. You will find a progress bar of how many contacts were skipped, failed, or successfully imported.d.
Go to contacts to see your imported contacts.
This is how you can import contacts to FunnelKit Automations from your WordPress website.
