Here we will show you how to add opted-in contacts to your EZ account. If you're unsure if your contacts are opted in, click here to learn more in this quick guide.
There are three ways to add contacts:
To get started, click Contacts on the left nav and select the blue Add Contacts button in the upper right corner.
Upload A List
Before you upload a spreadsheet, please note that your file must be in an .XLS, .XLSX, or .CSV file format. All phone numbers should have a valid, 10-digit US or Canadian number, such as 555-555-5555.
The system will scrub or remove invalid numbers and duplicates automatically if not in one of these formats. Parenthesis and dashes are okay to upload as well.
1. Under the Add Contacts page, click Upload. Then click "Select a File" or drag your file to the upload page if your contacts are in a spreadsheet (.XLS, .XLSX, or .CSV files only).
2. Mapping (THIS STEP IS IMPORTANT)
Based on how your original list is formatted, the system may read some of the column headers incorrectly. To make sure that this is avoided, toggle the header drop down menus on this step to match correctly. For example, you will want to make sure the column with your phone numbers is labeled as Phone Number. Then click, Continue.
3. Select or Create A New Group
Tip: The Keyword, Widget and Test groups are default groups to help you get organized
Adding Contacts Individually (one by one)
Under the Add Individual tab, you can enter an individual's contact information in the provided fields. Please note that the phone number field is the only one that is required.
After typing in their information, you may want to add them to a group for organizational purposes. That way, you will be able to send a text to everyone in that group at once. Click here to learn more about groups.
If you have your contacts on a document you wish to copy and paste from, here is how. Under the same Add Contacts page, click on the Copy/Paste tab.
When using this option, only one contact can be pasted per line. Each field must be separated by comma in order to be recognized by column when imported. Please note that your account may log out automatically for security precautions. So if you feel this step may be long or tedious, it is recommended that you use the Upload option.
Contacts must be pasted using the following types of formatting examples:
2127846500, John, Doe, JohnDoe@jd.com, met at the convention
After you have pasted the contact information, click Next.
The next step will allow you to make sure that your contacts are mapped correctly so that the system places the information into the right column. If you find that one of the headers do not match, simply toggle the header drop down menu to choose the correct column header or select the "adding new contact fields" button to create more custom fields.
Once you have completed this, you can click Continue and Select A Group or Create A New Group on the final step to place your contacts in.
If you are unable to add contacts using these three options, check out Adding Contacts: Troubleshooting.