What it's for
What it does
Your contacts are the list every text goes to. Add people one at a time, import a list you already have, or let fans sort themselves into keyword groups.
Ways to use it
- Add one fan by hand.
- Import a list from a ticketing tool.
- Sort fans into keyword groups as you add them.
See your list
Open Contacts
Contacts has three tabs: Manage, Upload and Add. Manage shows everyone on your list, with the total in the title. Search by email or phone, set Type, use Add A Filter, then Export or run a Bulk Action.
The Manage tab lists everyone on your list.
Manage, Upload and Add tabs
Search
Add A Filter
Export and Bulk Action
Add one contact
Fill in the form
Open the Add tab. Choose a Contact Type, Phone or Email, then enter the phone number or email. First Name and Last Name are optional. Pick Keywords to add the contact to a keyword group.
Tick the consent box. Add Contact stays disabled until you do.
Add Contact is disabled until the consent box is ticked.
Phone number
Keywords
Consent checkbox
Add Contact
Import a list
Choose your file
Open the Upload tab and drop a CSV file, or click to choose one. The first row must be headers. Optionally pick Keywords to put everyone in a group, then select Next Step.
Step 1 of the upload: choose the file.
Drop CSV file
Keywords
Next Step
Map the columns
On Edit Column Mapping / Preview, match your columns to contact fields. You must map a phone or an email column. You can bring up to 30 extra columns. Shopify, Posh, Square and Eventbrite exports are recognised automatically.
Confirm and upload
On Confirm & Upload, tick the consent box and upload. A single upload takes up to 10,000 contacts.
Read the results
Upload Successful shows Inserted, Modified, Duplicate (merged) and Invalid (skipped). Select Show skipped rows to see which rows were left out. Then choose Create a Campaign or View Contacts.
Duplicates are merged. Importing never opts anyone back in.