To import contacts into a list, click Email & SMS on the left menu panel.
On the Menu bar, click Lists.
On the Lists tab, you can create a new list (1) or you can explore and update your existing lists (2).
To create a new list, click +Create New List.
In the Create new contact list popup, type a name for your new list and then click Create List.
Now you are ready to add contacts to your list. To do this, first make sure you are on the Lists tab.
To find the list you have just created, use the Filter box (1). In this case, we are looking for “Jay’s Friends”. You only need to type a partial of the list name. After locating the list, click Actions (2).
A drop-down menu will be displayed. Scroll through it and select Import Contacts.
There are two options: You can create a new contact(s) or upload an existing contacts file. Let’s upload an existing file.
A popup will be displayed where you can locate and upload your contacts file. This file may have been created manually on your computer, or exported dynamically from an external application.
Note: Your contacts must be stored in an .xlsx or .csv file. The application recognizes the following column names: Email, Phone, First Name, Last Name, Name, Address, City, Zip, State. While non-standard column names will be ignored, it is best to remove those columns.
On the Upload popup (see below), locate the file containing your contacts list. You can filter by device/location, tags and file type.
Tip: It is a good idea to give your file a meaningful name when you create it and remember where you saved it so you can locate it easily in this step.
If you are confident your file is clean, click Upload List.
If you want to make sure everything is in good order, before you confirm the upload you can inspect the file to make sure the data is correct. To do this, locate your file as described above and double-click on it to open it.
In the below example, you can see there are some columns in this file exported from MailChimp that you won’t want to upload, e.g. MEMBER_RATING. The app will not recognize these fields (see the list above) and it is recommended you remove these columns. Edit and save the updated file.
Read to upload? After saving your file, select the file you have saved and click Upload List.
The list will take a few minutes to upload and then you will be returned to the Lists tab. You can see confirmation the list has been uploaded at the top left of the screen.
To see the contents of your new list, on the Lists tab, double-click on your list.
Now you can use this list to contact subscribers and create new campaigns.