If you have an list of contacts from your organization tools such as CRM or company records, you can upload the data using an excel document (.xls/.xlsx) so as to populate your groups with the contact data
To upload respondents from an existing database of contacts, do the following:
Copy all the information into an excel document first.
From the Left hand menu, navigate to Groups
Select the group you wish to upload the contacts to.
Select the “Add contacts option” and select “Upload Contacts”.
Click on Download sample template to download the Sample excel doc.
Copy all your information into the relevant fields, you can delete the fields that you do not require.
Apply labels to your contacts to further segment your contact groups. You can apply labels based on any criteria and which you can further use as filters when sending out communications.
Once done, save your document.
Go back to the ‘Add contacts’ page in your group, click on ‘choose file’, to upload your excel (.xls/.xlsx) document.
Click on “ Upload” and the uploading background task will start.
Once uploaded, the list of respondents will appear in the group under the Contact List
We currently have a contact upload file limit of 1 MB. This is to ensure efficiency of the system. If you have a file larger than this, we recommend breaking the file into small batches.
Recommendations for formatting your contact upload file
Download and use the ‘Sample Template’ excel doc provided in the Echo Platform. This is so that the field names in the excel doc match with the standard fields names already in the platform i.e. phone, name, location, labels and internal id.
Standard fields are in lowercase format in the sample template.
You may also upload custom fields such as GENDER, AGE, BIRTHDAY. Custom Field are in all CAPS LOCK format in the sample template.
For any custom fields created (fields not already provided in the sample template), remember to create them in the platform first, otherwise the system will not be able to upload them.
Remember to keep the formatting in the ‘phone’ field so that phone numbers are recorded properly, and not appearing in a different format from what you had inserted