How to Upload a Member List
Purpose: Easily add contacts to your groups by uploading a member list file.
File Requirements:
Format: Must be in either .xlsx or .csv format.
Filename:
Avoid special characters and spaces.
Limit filename length to 50 characters or less.
Header Row (Pro Tip): For best results, include header names (e.g., "First Name," "Last Name," "Phone Number," "Email Address") in the first row of your file.
Steps to Upload:
Navigate to Groups & Contacts:
If you are adding to an existing group, click the "Groups & Contacts" tab, then click the desired group name.
Otherwise, click "Add New Contact"
Initiate Upload: Select "Upload File with Contact Names."
Choose File: Click "Click Here To Select Your File" and locate the contact list file on your computer.
Column Mapping: Name the columns in your uploaded file to match the corresponding contact information (Last Name, First Name, Phone Number, Email Address).
Import Contacts: Click "Import" to add the contacts to your group.