SMS List & Contact Manual Upload
Our system automatically groups existing customers into useful sets, including checkout date, pickup/delivery date, subscription, or ordering module. If you have specialized groups or contacts who have not yet registered a profile in your new system, you can upload those just as easily!
Go to Admin Dashboard > SMS > Contacts and click New List. Enter the Name for internal recognition of this group, and click Save.
Lists
When sending a message, these lists will appear as options for the recipient, alongside our pre-built groups.
For preset groups that you already have:
Make sure the list you want to upload is formatted with [contact number];[contact name (optional)] in one column. Also, make sure your list is saved as a CSV file.
Click Add CSV > Choose File and select your file, then click Save.
The list will automatically populate in the table, and all contacts in the list will be added to Contacts, which you can see as a tab next to Lists.
To build a group of particular customers:
Add from Contacts: Individuals that were manually entered, either via the Contacts tab or via an uploaded list.
Add Users: Individuals that have registered a profile on your site.
Contacts
Click New Contact and enter the Name and Contact number, then hit save.
Go to Admin Dashboard > SMS > Contacts and click New List. Enter the Name for internal recognition of this group, and click Save.
Lists
When sending a message, these lists will appear as options for the recipient, alongside our pre-built groups.
For preset groups that you already have:
Make sure the list you want to upload is formatted with [contact number];[contact name (optional)] in one column. Also, make sure your list is saved as a CSV file.
Click Add CSV > Choose File and select your file, then click Save.
The list will automatically populate in the table, and all contacts in the list will be added to Contacts, which you can see as a tab next to Lists.
To build a group of particular customers:
Add from Contacts: Individuals that were manually entered, either via the Contacts tab or via an uploaded list.
Add Users: Individuals that have registered a profile on your site.
Contacts
Click New Contact and enter the Name and Contact number, then hit save.
Updated on: 22/12/2022
Thank you!