In this article, you will learn the two ways to import your list of contacts 1) Upload a csv file or 2) Copy and Paste
6 months ago
There are two ways which you can import your list of contacts:
Upload: CSV, XLS, XLSX up to 10MB. Download a Template to see a sample of CSV file format.
Click Browse File to upload your list
Please ensure that the top row of the file has the following column names and in the same sequence as given below.
If you do not want to fill any optional field then use "#". For Example First Name, Last Name, Email,#,#,#
Once you are ready to import the list click Import Now button
You can add multiple contacts by pasting or enter the details for each contact on a new line. Each field should be separated with a comma “,”.
First Name,Last Name,Email,Mobile,DOB,Gender
The following fields are optional:
Once done, give your list a name for future reference
Select the Group and List which you want all these contacts to be assigned to once imported.
Personalise Welcome Letter To Contact
Select the Welcome Letter which will be received by all the contacts which are being imported.
Make sure you have permission to send emails to the contacts you are importing.
The import popup box will appear once the import is completed and will provide a summary of the import statuses.