Follow the steps below to prepare your CSV/Excel spreadsheet and import it into the dashboard.
Before importing contacting, you must review federal laws and regulations. Click here to review guidelines before importing your per-existing clients' list.
1. Prepare CSV
Before importing CSV file, format CSV file as follows
- Open Excel file, make sure the first column is the mobile number, the second column is Subscriber Full Name, third column Email. Only the first column Mobile number is required.
- Save File as Comma Separated file (*.CSV)
Sometimes Excel data is not in the best shape, you may need to move columns around or the first name and last name is in the separate columns and our requirement is to have them in one column, in that case, you need to join two columns.
You can find some Excel tutorials on the Microsoft site at the following URL:
2. Create List and import contacts
- Go on Manage Campaign, Click on Add New campaign
- Select Text to Join the campaign
- Select List only only
- Enter a campaign name, this is your list name
- Leave all other fields as default, and Press Save
- Once saved, you’ll see Manage Subscribers button appears above campaign name
- Click on Manage Subscribers, this will redirect to subscribers screen
- On Manage Subscribers screen, press the Import button.
- On the import screen, upload your saved CSV file.
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