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 Workforce Management 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 Workforce Management files. Whippy will automatically select this for you.
Click on "Confirm selection and continue"...
7. Click on the drop-down menu next to Name column
Workforce Management files display the names in the Last Name, First Name format. (e.g, Charles, David)
Whippy can reverse it into the correct order (e.g., David Charles) by following these steps.
And choose "Last Name, First Name"...
This will ensure the names are in the First Name, Last Name format when the upload completes.
8. Once you're happy with the matches, click "Confirm matching and continue"
You can also click on the ▼ next to Name and Phone Number 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
