1. Create your campaign
2. After naming and selecting a line, under Select Audience, click the contact button with a + next to it.
3. Name your upload
You don't have to name your upload. It might be useful to give it a name you recognize in case you would like to reuse the upload later on. If you don't name it, Whippy will automatically generate a time and date name for it.
4. Click "Click to Upload a File"
5. Click "Choose a file"
After clicking, your computer's file browser will pop up. Just select the Job Match file you would like to upload.
6. After choosing your file, you will see a short preview of your upload and it will ask you to confirm the header row with the column names
The header row is typically the first row for Job Match files. Whippy will automatically select this for you.
Click on "Confirm selection and continue"...
7. Whippy's AI will determine the best matches to the column names to ensure the data is uploaded correctly
If the AI can't find the best option, you can confirm with these matches:
For Job Match files:
The Full Name column should be matched to Full Name in the right-hand drop-down menu
Usually, Job Match files have two columns for phone numbers. Whippy will automatically choose the first column with the phone numbers. You can change this by clicking ignore on the first column and then selecting Phone Number (10 digits) in the second column with the phone numbers.
8. Once you're happy with the matches, click "Confirm matching and continue"
You can also click on the ▼ next to Full Name and Phone Number 1 to see a preview of the contacts you are uploading.
9. You will see a preview of the contacts you are uploading before finishing the upload. You can make edits here if you need to. Once you're happy with it, click "Finish"
To make edits, just click on the cell you would like to update.
10. Click "Yes" to complete the upload
