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Uploading Contacts to the Portal

How to upload a batch of contacts to the portal

A
Written by Aben Ricks
Updated over 2 months ago

To add contacts to the platform, you can use the template provided in the portal and upload them with the following steps:

  1. Navigate to the Contacts section of the portal, under Marketing.
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  2. Click the Tags tab, and click the New Tag button.
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  3. Name and create the tag.
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  4. Switch back to the Contacts tab and select Download Contacts Template.
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  5. Open the provided Excel sheet, and enter the information needed. Ensure that each tag has its associated tag included as well.
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  6. Navigate back to the portal and select Upload Contacts. In the following window, select the Excel sheet with the contact information.
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  7. The system will confirm that the formatting is correct, and ask if you are ready to start processing these contacts. Click Confirm.
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  8. You may now check the Uploads tab to view the progress of the upload.
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