sms marketing lists tutorial

Uploading contact data into SMS Marketing Lists is very simple.

Firstly, log into your account and click on the SMS Lists, in the SMS Dropdown. You will see that there are no lists yet, so let’s Create one by clicking the Create List button.

This takes you into the step-by-step lists wizard. You want to give your list a relevant name, and add a small description to give more information about the list. Let’s say you have acquired data using Facebook, let’s call it Facebook Leads and add Leads from Facebook campaigns in the description. The exclude from DMA tickbox is advanced functionality so let’s leave that alone for now.

Click Next, which takes you to Step 2, where you add the file with all of your contacts that you want to upload. You can drag-and-drop the file, or simply click in the box and then locate the file on your computer. Once the file uploads, you will see the progress bar complete and you will be able to click to the Next step.

Many import files contain a header row, so it is important to select the first usable row of data. Leadify will automagically fix most data issues related to Cell Phone number, so you don’t need to worry about whether there is a leading Zero or a +27, it will fix those.

Click next and you will be on the column mapping step. This is where you tell Leadify what each data column is. The system will automatically detect Cellphone Number and Email address, but you need to assign any other data you want to import like First Name, Surname, ID Number and then even some custom parameters. You can also see a lot of other mappings, like Marital Status, Postal Code, etc, if you have that level of data.

Almost there! Click the checkbox acknowledging that you have permission to engage with these contacts, and hit the Next button. This will take you to the final confirmation screen, showing how many contacts you are about to import into the list. It will also figure out if there are any duplicates and make sure they aren’t imported. Click IMPORT and you are done, the import will be put onto the import queue and the contacts will be available within minutes.

That’s how simple it is to get contact data into SMS marketing lists in Leadify.

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