Best Practices for Importing Contacts

This article applies to:

Click here if you are looking for step-by-step instructions for importing records into Max Classic

When bringing in contacts from another system or source, it’s essential to focus on quality over quantity. On average, about 25% of a contact list becomes outdated each year, and in some industries the turnover is even higher. Importing poor-quality or unverified contacts can quickly damage your sender reputation, hurt deliverability, and lead to spam complaints.

Important: You cannot import purchased, rented, or shared lists. Only contacts who gave you explicit permission should be added.


Step 1: Exclude Unusable Contacts

Before importing, remove any contacts who have previously:

  • Opted Out – unsubscribed from your communications
  • Hard Bounced – email addresses permanently undeliverable
  • Marked as Spam – reported your emails as spam
  • Non-Marketable Status – flagged as non-marketable in your previous system

These contacts should never be re-added to your marketing list.


Step 2: Assess Contact Engagement

Once unusable contacts are removed, evaluate the engagement of the remaining list. Engagement includes:

  • Opening emails
  • Clicking links in emails

Engaged Contacts (within the last 30 days)

  • Action: Import these contacts and begin emailing them right away.
  • Recommendation: Send them through a double opt-in / confirmation sequence to verify their interest and strengthen list quality.

Unengaged Contacts (31–90 days)

Stale Contacts (91+ days of no engagement)

  • Action: Do not import these contacts into your CRM/ESP.
  • Alternative: Retarget them on other platforms (e.g. Facebook, Google, social media). Drive them to a fresh opt-in page to regain Explicit permission before re-adding them to your email list.

Why This Matters

By importing only active, permission-based contacts, you:

  • Improve inbox placement and deliverability
  • Reduce spam complaints and bounce rates
  • Protect your sender reputation
  • Maximize engagement and marketing ROI

A clean, engaged list is the foundation of successful email marketing.

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