October 13, 2015

How to Import Subscribers from a Spreadsheet

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View a video version of this tutorial here:

Did you know that you can import a list of subscribers to receive your text messages?  All you need is a spreadsheet in the correct format and you can import dozens (or hundreds) of subscribers at once!  Here are 6 simple instructions on how to add subscribers in this way.

 

Step 1: Contact Us to Get Enabled.

In order to import subscribers, we will first have to get your account enabled for this feature.  Contact us and request to be enabled for imports, and we will be happy to get the feature enabled for you! (Although the feature is free, we may ask you some simple verification questions.)

 

Step 2: Create and Populate a “Number” Field.

To import a list of subscribers from a spreadsheet, the only column heading that you need in your spreadsheet is a “Number” heading.  Under this heading you should input a list of all the phone numbers that you want to upload:

Number

At this point you could save and upload the spreadsheet as is, but if you want to include other information (such as your subscribers’ names, emails, etc.) you can follow step 3.

 

Optional Step 3: Create and Populate “FirstName,” “LastName,” “Email,” and “Group” Fields.

You have the option to include subscribers’ first names, last names, and email addresses in your spreadsheet to upload to your account.  You can also include a “Group” column, if you want to add subscribers to a particular group on your account. (Note: the group must already exist on your account).  You can put subscribers in more than one group by adding more than one “Group” column.

It does not matter what order your column headings are in.

import subscribers spreadsheet

 

Step 4: Save Your Spreadsheet in the Correct Format.

After you have inputted all the information that you want to include, you need to save your spreadsheet.  Make sure that it is saved in an XLS, XLSX, ODS, or CSV format.

 

Step 5: Go to the “Import Subscribers” Page on Your Control Panel.

Log in to your account with your username and password.  Then click the “Subscribers” link on the navigation bar on the left side of your screen.  Click “Import Subscribers.”

import subscribers

 

Step 6: Drag or Click to Upload Your Spreadsheet.

The final step is just to drag and drop your spreadsheet file into the given box, or you can click the box to find the file on your computer.

import subscribers3

Your subscribers will then all be uploaded, and you will be able to start sending messages right away!

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