The most important thing you can do to succeed in Retreva is ADD CONTACTS! Add a lot and add them often!
Keep in mind, Email is our ONLY required field. However, you can map many data points to Retreva fields.
There are three ways to get contacts into Retreva:
- Add contacts one at a time. Click on contacts and select Add Contact. Fill out the contact information and click Add. Be sure to pick the correct group.
- Upload a spreadsheet. Make sure your Excel or .csv file is clean without formatting. Check first names, as they will be used in the email. Remove any notes, initials, etc. Your file MUST have a header row. Upload the file. Match your header row fields to the Retreva fields. Make sure you select the correct group. Below is a template you can use to upload your data. This contains our most popular fields. Download Retreva Contacts Upload Template
- Contact Space Scout to learn more about getting NEW contacts (www.myspacescout.com)
Retreva automatically looks for duplicates and will not reload any. If the new upload has different or new information, though, it will update your contacts.
