In this article learn how to import contacts into your Upper Hand platform. We always encourage new customers to add their contacts so that they can leverage our event marketing tools to promote events.
Importing Large Contact ListsAs a part of your account implementation process, our Customer Success Team will take care of the heavy lifting of importing your large contact lists. Below are the minimum requirements:
- File Format: All files must be in excel or CSV format. If you need help getting a contact list in this format, please let our Customer Success Team know.
- Email: Required
- First Name: Recommended
- Last Name: Recommended
To have a large list of contacts imported, send them to email@example.com.
Note: If you need the lists pre-loaded in to contact groups, include this as a column in the CSV file.
Importing Individual Contacts
- Step 1: Navigate to Contacts>Manage.
- Step 2: Click "Add Contact/Invite to Join."
- Step 3: Fill in the information that you would like to add for this contact. Note that only email is required, but first and last name are recommended.
Note: By inviting a contact, an automated email invitation will be triggered and sent to the client.
This can be done by going to Contacts > Manage and clicking "Invite Coach to Academy." For detailed information on how to add staff, please click here.
Note: By adding a staff member, an automated email invitation will be sent to the associated email address.If you need additional assistance, please reach out to firstname.lastname@example.org.