Video Demonstration


You can add contacts by 
  1. Dropping a CSV sheet in to the drop zone 
  2. Paste from excel into the blue drop zone

Dropping A CSV File
If the CSV/File doesn't have the standard contact headings (first, surname, phone, email) when you drop the file in you'll be asked to identify the columns.
Drag the orange headers 'Phone' 'First' 'Surname' to the Columns identify with 0, 1 ,2     
When in place they turn blue. To undo - drag the blue heading back out.     
 
     
 
     

Pasting From Excel
Alternatively, you can cut from an excel sheet and paste numbers in the blue drop zone. Copy only the columns with data to the clip by selecting the data and pressing CTRL+C or Edit->Copy. 
Move the mouse cursor to the blue zone and using the right mouse button click and select paste.

Processing the information

Regardless of what method you use to upload the data the platform will process the data, clean it up and make contact data available as variables .


Mobile numbers 

Don't worry if your numbers are in different format (eg. 087-1234567, 353 (0) 87 12345678) we'll clean them up with our number validator.    

To use the validator simply select the countries the mobile numbers are from and we'll clean them up. Anything we can't validate we'll present them to you to fix, export or delete. Once cleaned up all the numbers will be in full international format.  
Once happy, assign them to a group and press Save Group. 
           
Using a new group name will assign them to a new group while using an existing group will append them to the group. It does not overwrite existing contacts. An example CSV file looks like:
      
first,surname,phone 
ronan,,353856183244
ted,smith,353866183233
bill,,353876183222

Notice the headers - first, surname, phone are all lowercase.
If your CSV/Excel has the headings set as first, surname, phone etc. then you won't be asked to identify the columns headings.


Using contact information as variables

The column headers can be used as variables (we call then Custom Contact Variables) in any piece of text on the platform. You can include someones first name by using {{{first}}} or their surname by using {{{surname}}} in any piece of text in the platform. 


Figure: Using Custom Contact Variables (CCV) {{{first}}} in a survey. 

Figure: Using Custom Contact Variables (CCV) {{{first}}} in a text SMS invitation. 


If you need to know more about Custom Contact Variables - search the support portal for CCV for more information. 

     
Top tip - watch out for excel and long international numbers - sometimes it shortens the number in the cell by including e+11 code. See solution for help on Excel numbers.