Published on March 19, 2014
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#1. Click onto Add/Edit Services #2. …then click onto Import TAB
…on Import TAB …Click ADD across from Contact Importer
Click onto Sample File Your Sample File will come up as a POP UP BOX. Then Click OK
1st Click onto Green Arrow …after file is processed Clickonto it the file to open it.
1st your file will Openinto a file called “Contacts” in the format you must keep. Do not change the format of this sample file. If you use Microsoft Office choose SAVE AS SAVE this file in a place you know where to find it & SAVE AS by labeling the file based on what info is in it.
Type in the name by Labelingyour file. i.e. Save as aBTS_Test_Email_Group. SAVE AS SAVEit in a place on your computer where you will find it.
FIND your file from your computer. i.e. aBTS_Test_Email_Group. Open the file by clicking on it. CUT & Pasteif you already have this data from another Master Excel Spreadsheet you might have somewhere on your computer or else you will need to manually type in your data for each column in the correct area. i.e. Put in the first name for your contacts in the first name column, last name in last name column etc.
Go to My Group TAB This is where you click onto NEW GROUP button. Create & type in the name your would like to call this New Group Group Name i.e. Email_test_group
Go back to Add/Edit Services …then click onto Import TAB
When in Import TAB …click the ADD button on Contact Importer
…pick your group name Group Name In this example it would be Email Test Group. Click onto Browse Button Find your file on your computer. In this example aBTS_Test_Email
Click onto Email drop down. Click to save your work Save Settings No Click onto No to automatically create custom fields. When you used the sample file, your format is already accurate.
Click onto Message Box Confirm you can view your NEW Email Group. i.e. Email Test Group can be seen in your Message Box.
Choose from dropdown Email Test Group to view your group. Here is where you can Edit / Remove info in your group… …or you can easily edit the CSV file itself, then browse & re-load the file as shown in this video.
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