Importing Your Contacts via Sample File Video

Post on 08-Dec-2014

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aBeansTalkSocial Member Training to Import their Contacts into Groups on their all-in-one Marketing Platform.

Transcript of Importing Your Contacts via Sample File Video

Importing Your Contacts via CSV Sample File

Go to:

www.aBeansTalkSocial.com

Member Loginwww.aBeansTalkSocial.com

Type your username here

Type your password here

…click Sign In

Click onto Add/Edit Services

#1. Click onto

Add/Edit Services

#2. …then click onto

Import TAB

Click onto Import TAB

…on

Import TAB…Click ADD across from

Contact Importer

Click onto Sample File

Click onto

Sample File

Your Sample File will come up as a POP UP BOX.

Then Click OK

Click Onto contacts.csv

1st Click onto

Green Arrow

…after file is processed

Click onto it the file to open it.

Name your file & SAVE

1st your file will Open into 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 ASSAVE this file in a place you know

where to find it & SAVE AS by labeling the file based on what info is in it.

Name your file & SAVE

Type in the name by

Labeling your file. i.e. Save as

aBTS_Test_Email_Group.SAVE AS

SAVE it in a place on your computer

where you will find it.

ADD Contact ImporterFIND

your file from your computer. i.e. aBTS_Test_Email_Group.

Openthe file by clicking on it.

CUT & Paste if 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.

Click onto My Group TAB

Go to My Group TABThis is where you click onto

NEW GROUP button.

Create & type in the name your would like to call this New Group

Group Namei.e. Email_test_group

Click onto Add/Edit Services

Go back to

Add/Edit Services

…then click onto

Import TAB

Click onto Import TAB

When in

Import TAB…click the ADD button on

Contact Importer

Browse for file & pick Group Name

…pick your group name

Group NameIn this example it would be

Email Test Group.

Click onto

Browse ButtonFind your file on your

computer. In this example aBTS_Test_Email

Pick Email, NO & Save Settings

Click onto

Emaildrop down. Click to save your work

Save Settings

No

Click onto Noto 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 Groupcan be seen in your Message Box.

Go to My Contacts TAB

Choose from dropdown

Email Test Groupto view your group.

Here is where you can

Edit / Removeinfo in your group…

…or you can easily edit the CSV file itself, then browse & re-load the file as shown in this video.

You can view your Group here

…use it for yourself Today!

Learn more 24/7 with our

Video Training Series