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Adding Contacts to Groups
Adding Contacts to Groups

Easily Add Contacts to Your Groups

Support Team avatar
Written by Support Team
Updated yesterday

Adding Contacts to Groups

CallingPost provides several methods for adding contacts to your groups. Choose the method that best suits your needs:

Methods for Adding Contacts:

  • Add Contacts Manually: Enter contact information directly into the system. This is suitable for adding a small number of contacts.

  • Upload a File: Import contacts from a spreadsheet file (.csv or .xlsx). This is the most efficient method for adding many contacts at once.

  • Add from Existing Contacts: Add contacts who are already saved in your CallingPost account to a new group. This allows you to quickly reuse existing contact information.

  • Add through a Text Keyword: Allow contacts to join your group by texting a specific keyword. This is useful for growing your group organically.

Adding Contacts: Detailed Steps

  • Add Contacts Manually:

    1. "From the main CallingPost dashboard, click the 'Groups & Contacts' tab."

    2. "Select the group you want to add contacts to."

    3. "Click the 'Add Contacts' button and choose 'Add Manually.'"

    4. "Enter the contact's information (First Name, Last Name, Phone Number, Email Address - optional)."

    5. "Click 'Save' to add the contact. Repeat for each contact."

  • Upload a File:

  1. "From the main CallingPost dashboard, click the 'Groups & Contacts' tab."

  2. "Select the group you want to add contacts to."

  3. "Click the 'Add Contacts' button and choose 'Upload a File.'"

  4. "Click 'Choose File' and select your CSV or XLSX file."

  5. "Map the columns in your file to the corresponding fields in CallingPost (First Name, Last Name, Phone Number, Email Address - optional)."

  6. "Click 'Import Contacts.'"

Important Notes:

  • File Name: Ensure that the file name does not contain any special characters or spaces.

  • File Name Length: Limit the file name length to 50 characters or less.

  • Headers: For best results, include header names in the first row inside the file.

  • Duplicate Contacts: Clean up duplicate contacts prior to import.

  • Required Fields: Phone or Email are required fields. All others are optional.

Link to "Prep Your Excel Contacts for a Smooth Import" article

  • Add from Existing Contacts:

    1. "From the main CallingPost dashboard, click the 'Groups & Contacts' tab."

    2. "Select the group you want to add contacts to."

    3. "Click the 'Add Contacts' button and choose 'Add from Existing Contacts.'"

    4. "Select the contacts you want to add from the list of your existing contacts."

    5. "Click 'Add Selected Contacts.'"

  • Add through a Text Keyword:

    1. "From the main CallingPost dashboard, click the 'Groups & Contacts' tab."

    2. "Select the group you want to add contacts to."

    3. "Click the 'Edit Group' button."

    4. "In the 'Text Keyword' section, enter a unique keyword that people can text to join your group (e.g., 'JOINMYGROUP')."

    5. "Provide this keyword to people who you want to join your group. When they text the keyword to your CallingPost number, they will automatically be added to the group."

Next Steps:

Related Articles
Groups and Member Limits
Creating a Contact Group
Changing a Group Name
Adding Existing Contacts to a Group
Importing Contacts from an Excel Spreadsheet
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