Already have a list of contacts you’d like to message? Our handy import feature makes it easy to add their information to your SimpleTexting account. It only takes a few seconds! You can even include additional fields like Email, Name, and Note, which can be used to send personalized text messages.
Learn how to import contacts in this step-by-step help center article. 📖
Please note: You may need to get in touch with our support team to get approval before importing new contacts. In order to comply with legal regulations, you’ll need to confirm that all of your contacts have given express consent to receive your messages. We’ll get back to you as soon as your request has been approved.
Hi there, and welcome to SimpleTexting Academy! Today we’re going to go over how to import contacts. Let’s jump right in.
Create a List
First, click on the “subscribers” panel. Here you can add subscribers a number of different ways. Let’s say we want to create a list just for employees. We’ll click, “add list”, then give the list a name.
With SimpleTexting you can have unlimited lists and unlimited contacts.
If you want to add a contact manually, just click “add contact”. In order to add a contact you must have their phone number. The rest of the info is optional.
Select the list you’d like to add them to. We’ll select “employees”.
But what if we already have a list of contacts? From a CRM, or elsewhere?
Well, with SimpleTexting you can import contacts using a CSV or Excel spreadsheet. Remember, you must have express consent from all of your subscribers before you message them.
Click the import contact button, and select your file.
It’s important that you set up your file with a header row so that you can easily map the fields.
Okay, choose the list you’d like to add the contacts to. SimpleTexting automatically sends a best practice compliance message to the subscribers that you import.
Agree to the terms and conditions, and choose “next”.
Now it’s time to map the fields. When importing contacts you can choose to add more than just a phone number. Here you’ll see we’ve created custom fields including department name.
You can use these custom fields to segment your messages later. Don’t worry, we’ll go over all of this in later videos.
Click import, and you’re done!
Edit Subscriber’s Info
Let’s say you need to edit a subscriber’s info. That’s easy too.
Just click the three dots next to their row, and click edit. Here you’ll see we forgot “Michael Scott’s” email. We can add it in manually, and click “save contact.”
Compliance and consent are hugely important when adding contacts. If you ever have any doubts, reach out to our customer support team by clicking the chat bubble at the top right corner of your dashboard.
Thanks for watching!