There are several ways to add your contacts on EngageMessage.

In this tutorial, you'll learn how to add contacts in EngageMessage.


Upload a CSV File

The file import process includes two parts:

  1. Get your spreadsheet ready

  2. Import your file to EngageMessage

  3. Match data

#1 Get your spreadsheet ready

First, let's prepare your spreadsheet together. To get started, open a blank sheet in a spreadsheet program like Microsoft Excel or Google Sheets. Then you'll need to label your columns.

The most common contact data are email address, first name, last name, phone number, birthday, mailing address, etc. Only the email addresses are mandatory, others are optional. You can add any columns that work for your contacts, such as city, language, etc. You can arrange your columns in your files in any order.

Paste your contacts' information into the corresponding columns in this spreadsheet.

Note: To learn how to format phone numbers, birthdays, mailing addresses, and other types of data, check out CSV File Format Guidelines.

Save the file in CSV format. Normally, you can find this option in the File menu in your spreadsheet program and select "Export as .CSV" or "Download as .CSV".

Important:

Currently, the import process will be done on your phone, so make sure you transfer the CSV file to your phone.

Now you have your spreadsheet ready. Let's move on to the import process.

#2 Import your file to EngageMessage

Open your EngageMessage app > go to "Contacts" Page > tap "+" button on the top right corner > select "Import from CSV" > select your file and upload.

#3 Match data

Once you upload the CSV file to EngageMessage, we will ask you to match the columns in your import file to the fields in your EngageMessage contacts.

If you do not find matching field options, you can create a new data attribute to match with your columns. Just click "+ Create new data attribute" button and select the data format. For example, if you have a column "Birthday", it will be in the Date format.

Note: You cannot create a new attribute that already exists.

Tap the Next button after you finish matching column labels to contact data.

Next, you can add tags to your contacts. Tags let you identify your contacts and group them together. Every time you import, the name of the file will be added as a default tag to those contacts. You can add more tags to identify your contacts at this step. Please note that the tags will be added to all contacts you import this time.

Check out this tutorial for how to manage your contacts by tags.

Tap the Next button and you are done!🎉


Add Single Contact

If you are adding a few new contacts you just collected, there's a quick and simple way to add single contact directly on your EngageMessage app.

Open your EngageMessage app > go to Contacts page > tap "+" button on the top right corner > select "Add a Single Contact" > tap "Add" button after you finish.

We recommend you add tags to your contact, such as "VIP", "Return Customer", "Loyal", etc. You can use tags to segment your contacts. When you send email campaigns, send the right message to targeted groups will drive better results.

Check out this tutorial for how to manage your contacts by tags.


Import from contact book

You can import contacts from your phone's contact book.

Open your EngageMessage app > go to Contacts page > tap "+" button on the top right corner > select "Import from contact book" > tap "OK" to give access to your contacts.

Important: Only contacts who have an email address can be imported to EngageMessage.

Next, select all contacts you wish to import to EngageMessage. Tap Next to continue.

Once you import from the contact book to EngageMessage, we will ask you to match the fields in your contact book to the fields in your EngageMessage contacts.

If you do not find matching field options, you can create a new data attribute to match with your columns. Just click "+ Create new data attribute" button and select the data format. For example, if you have a column "Language", it will be in the text format.

Note: You cannot create a new attribute that already exists.

Tap the Next button after you finish matching contact book fields to EngageMessage contact data.

Next, you can add tags to your contacts. Tags let you identify your contacts and group them together. Every time you import, the name of the file will be added as a default tag to those contacts. You can add more tags to identify your contacts at this step. Please note that the tags will be added to all contacts you import this time.

Check out this tutorial for how to manage your contacts by tags.

Tap the Next button and you are done!🎉


Import from MailChimp

We have made another step-by-step tutorial on how to import your contacts to EngageMessage from MailChimp. Click out How to import your MailChimp contacts.

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