Within the Review Builder Tab:
- Search for your specific Campaign below "Manage Campaigns". The Contacts Form can be found by clicking on the "Contacts" icon within the Contacts Column.
- Click on the "Upload Contacts" button in the upper right
- Click "Download Excel Upload Template"
This will allow you to download the Excel file we use to bulk upload contacts. This file cannot be manipulated in any way; you cannot rename the file/fields/tabs, and you must complete every field (info on Location IDs is found here).
To complete the form follow these steps:
Open file-Click to enable editing
- Add contact info (Follow the format exactly, do not edit columns. Phone number OR email is needed, both not required)
- Click "Save As" onto your desktop (DO NOT RENAME FILE)
- Double-click on “Drag and Drop your excel…” and select file, or drag your file into the box
- Click Save