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How to import new data into your CRM using a CSV file.

Uploading Activity Log Data to the CRM

If you have more than one record associated with a known individual, you can merge them from the CRM search interface.

Build a custom URL that tracks and automatically segments participants, and optionally points to a translated version of your page.

Archive an individual's answers (helpful for test participants).

How to create a new draft campaign once you've created a segment

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