We have a big task ahead of us that we hope there is an easy workaround with Infusionsoft.
SendOutCards is another platform that sends postal greeting cards to individuals and groups we select.
We are about to send 500 postal cards out to a specific group in SendOutCards. Most of these contacts are also in Infusionsoft. We would like to TAG these contacts with a tag showing we sent them this SendOutCard without entering them one-by-one.
Is there a way for us to upload a CSV file or something with the Lastname and Firstname of these contacts that would compile the same list in Infusionsoft that we can then TAG? Our intention is to then send a Broadcast email to all the contacts asking if they received our postal greeting card.
Please let us know if this is possible or if there is another way of getting to the same place that I haven’t thought of.