Agility gives you the flexibility to add your own private contacts, which are visible only within your account. You can add them individually or import them in bulk from a .CSV file.
🔹Adding Contacts Through Bulk Import
Agility’s import tool makes it easy to work with lists created outside of the platform — whether you’ve been maintaining them yourself or are moving them from another service.
🔹Preparing the Excel Data File
The Excel file must contain three mandatory columns for the import to process successfully:
First Name
Last Name
Email Address
Other columns can also be included (for example: Telephone Number, Outlet Name, Twitter Handle), but these are not mandatory.
Note: If you do not have the first and last name, you can enter placeholder data such as First Name 1, First Name 2, Last Name 1, Last Name 2, etc.
Once complete, save the Excel spreadsheet as a .CSV (comma delimited) file.
🔹 The Import Process
Step 1: Go to Media Relations > Private Contacts > Import Contacts.
Step 2: Click Start Importing Contacts, then browse your computer for your CSV file.
You can select up to 20 individual files to import and choose to:
Import them as one combined list, or
Import them as individual lists.
Step 3: Use the drop-down menus to map the fields in Agility to the columns in your CSV file.
Step 4: Decide whether you want to match your contacts to existing Agility contacts.
A match will occur when both the name and email address are the same.
Select this option if you want to add the Agility version of the contact to your list rather than your private version — this ensures Agility’s media research team continues to keep that contact up to date for you.
Step 5: Select which lists you want to add the contacts to.
If you don’t yet have any lists, you can create them at this stage.
Step 6: Enter an email address to receive a notification confirming the status of the import.
Step 7: Click Import.
You will receive an email once the import is complete, explaining the status and result for each contact.
Note: Imports can take some time depending on how many lists are being processed. Agility will allow you to continue working while the lists are being imported in the background.
🔹 Adding Contacts One by One
If you are unable to find a contact in Agility, you can add your own so they’re immediately available for distributions.
To add a private contact manually, follow these steps:
Step 1: Go to Media Relations > Private Contacts > Create Contact.
Step 2: Add the contact’s First Name, Last Name, and Email Address, plus any other information you have.
Step 3: Click Create Contact.
Your private contact is now saved and can be added to any of your targeted lists.
📝 Support & Resources
Help Center: Media Relations
Need help? Chat with Support directly from your Agility dashboard or email agilitysupport@agilitypr.com