Prepare contacts and exclusions

Confirm that the contacts are appropriate for the intended outreach and permitted use. Keep only the information needed for the campaign. Identify existing customers, unsubscribed recipients and people who have asked not to be contacted.

In Contacts, inspect the available import options. Map email, name, company and the approved custom fields. Review a small sample for missing values, duplicates and invalid addresses before a larger import.

Use Suppression List and the campaign exclusion controls to prevent unwanted contact. Check that opt-outs and negative replies stop follow-up. Do not re-import an excluded contact under a new list to bypass that decision.