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Flow Designs: Import contacts

Flow Designs: Import contacts

Import contacts and broadcast messages via your favorite messaging channel. 

importmockup.png

Ever thought about uploading a list of contacts so you can broadcast a message? If not, you should! It is a great way to engage with your customers by using their favorite messaging channels. Think about receiving a WhatsApp message or SMS when you've processed a new order. In this guide, we will show you how to upload a list of contacts and send a broadcast.

If you already have a modern CRM system in place, you can even automate more! With webhooks and our broadcast API you can even automate the complete process but for now, we focus on uploading a list of contacts in 3 steps:

  1. Create a CSV file
  2. Import your contacts
  3. Use import fields in the message content

In our article about the broadcast feature we will dive deeper into the broadcast functionality.

1. Create a .csv file

To import your list of contacts make sure your file with contacts is a .csv file. Within that .csv file, the comma will be seen as the separator. Your file should include at least the following requirements:

Required fields

The .csv file that you want to upload should have at least the following 5 required columns:

  1. full name
  2. phone number
  3. first name
  4. last name
  5. language

Additional field

In addition to the required field, you have the option to add additional fields that you can use in the content of your messages. These fields will be stored as metadata. Let's think about the broadcast after an order. In that case, you might want to include fields like an address.

Make sure to include the text 'metadata' in your header as indicated below.

2. Import your contacts

You can now import your file. Head over to the audience section, click on the plus icon, and select import. You can select and upload your .csv file. After that pick a channel and click on the import button.

 

importcontacts1.png

 

3. Use import fields in the message content

The next step is to use the content of the uploaded file to tailor the content of each message. We can do that by using string templates.

To use string templates you can user double curly brackets to open "{{" and double curly brackets to close "}}". You can pick some of the following options:

{{user.profile.firstName}}
{{user.profile.lastName}}

To use the additional fields you should include metadate:

{{user.metadata.address}}

You can now schedule your broadcast from the broadcast section.

 

importcontacts2.png

Happy Broadcasting

Labels (1)

Flow Designs: Import contacts

Import contacts and broadcast messages via your favorite messaging channel. 

importmockup.png

Ever thought about uploading a list of contacts so you can broadcast a message? If not, you should! It is a great way to engage with your customers by using their favorite messaging channels. Think about receiving a WhatsApp message or SMS when you've processed a new order. In this guide, we will show you how to upload a list of contacts and send a broadcast.

If you already have a modern CRM system in place, you can even automate more! With webhooks and our broadcast API you can even automate the complete process but for now, we focus on uploading a list of contacts in 3 steps:

  1. Create a CSV file
  2. Import your contacts
  3. Use import fields in the message content

In our article about the broadcast feature we will dive deeper into the broadcast functionality.

1. Create a .csv file

To import your list of contacts make sure your file with contacts is a .csv file. Within that .csv file, the comma will be seen as the separator. Your file should include at least the following requirements:

Required fields

The .csv file that you want to upload should have at least the following 5 required columns:

  1. full name
  2. phone number
  3. first name
  4. last name
  5. language

Additional field

In addition to the required field, you have the option to add additional fields that you can use in the content of your messages. These fields will be stored as metadata. Let's think about the broadcast after an order. In that case, you might want to include fields like an address.

Make sure to include the text 'metadata' in your header as indicated below.

2. Import your contacts

You can now import your file. Head over to the audience section, click on the plus icon, and select import. You can select and upload your .csv file. After that pick a channel and click on the import button.

 

importcontacts1.png

 

3. Use import fields in the message content

The next step is to use the content of the uploaded file to tailor the content of each message. We can do that by using string templates.

To use string templates you can user double curly brackets to open "{{" and double curly brackets to close "}}". You can pick some of the following options:

{{user.profile.firstName}}
{{user.profile.lastName}}

To use the additional fields you should include metadate:

{{user.metadata.address}}

You can now schedule your broadcast from the broadcast section.

 

importcontacts2.png

Happy Broadcasting

Labels (1)
Last Reviewed:
04-13-2022 07:27 PM

Flow Designs: Import contacts

Import contacts and broadcast messages via your favorite messaging channel. 

importmockup.png

Ever thought about uploading a list of contacts so you can broadcast a message? If not, you should! It is a great way to engage with your customers by using their favorite messaging channels. Think about receiving a WhatsApp message or SMS when you've processed a new order. In this guide, we will show you how to upload a list of contacts and send a broadcast.

If you already have a modern CRM system in place, you can even automate more! With webhooks and our broadcast API you can even automate the complete process but for now, we focus on uploading a list of contacts in 3 steps:

  1. Create a CSV file
  2. Import your contacts
  3. Use import fields in the message content

In our article about the broadcast feature we will dive deeper into the broadcast functionality.

1. Create a .csv file

To import your list of contacts make sure your file with contacts is a .csv file. Within that .csv file, the comma will be seen as the separator. Your file should include at least the following requirements:

Required fields

The .csv file that you want to upload should have at least the following 5 required columns:

  1. full name
  2. phone number
  3. first name
  4. last name
  5. language

Additional field

In addition to the required field, you have the option to add additional fields that you can use in the content of your messages. These fields will be stored as metadata. Let's think about the broadcast after an order. In that case, you might want to include fields like an address.

Make sure to include the text 'metadata' in your header as indicated below.

2. Import your contacts

You can now import your file. Head over to the audience section, click on the plus icon, and select import. You can select and upload your .csv file. After that pick a channel and click on the import button.

 

importcontacts1.png

 

3. Use import fields in the message content

The next step is to use the content of the uploaded file to tailor the content of each message. We can do that by using string templates.

To use string templates you can user double curly brackets to open "{{" and double curly brackets to close "}}". You can pick some of the following options:

{{user.profile.firstName}}
{{user.profile.lastName}}

To use the additional fields you should include metadate:

{{user.metadata.address}}

You can now schedule your broadcast from the broadcast section.

 

importcontacts2.png

Happy Broadcasting

Labels (1)
Version history
Last update:
‎06-19-2021 02:37 PM
Updated by:
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