Uploading contacts in batches of 100

We recommend using this process when uploading a database for a re-engagement campaign so you can stagger bulk messages.
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Open your exported list in Excel or Google Sheets and strip it back to First Name, Last Name, Email, Phone Number and Tags.

If first and last names are combined in one column, split them out.

With the copied names still selected:

On step 3 of 3, leave the column data format as General and click Finish. The names are now split across separate columns.

Select the temporary columns created by the split (and the old Full Name column) and Delete them, so only First Name, Last Name, Email and Phone Number remain.

Click the first empty cell in row 1 to the right of Phone Number and type Tag as the column label.

Scroll to the bottom of the sheet and confirm every row has a tag. In this example 699 contacts gives tags up to dr7. Dr1 is the first 100 contacts, dr2 the next 100, and so on.

In Excel, use Save As, set the file type to CSV (Comma delimited) (*.csv) and click Save to your computer.

In Google Sheets, go to File > Download > Comma Separated Values (.csv).

In ZipLeads, click Contacts in the left menu, then click the green Import button at the top right of the Contacts page.

On the Imports screen, leave Contacts selected under Select objects to import and click Next.

Check each column in the file shows as Mapped against the right contact field. To change one, click its dropdown and pick the correct field, then click Next.

On the Verify step, choose the preferences you want:

Then tick I confirm all contacts in this import have consented to hear from us and click Start import.

Click either View bulk actions or Go to contacts on the confirmation screen. From the Contacts area, click Bulk Actions in the top menu to see your import listed with its status.

Click the chart icon in the Statistics column for your import. The Bulk import stats window shows All, Success and Error counts. Click Error to see rows that failed, such as phone numbers that couldn't be read.

Refresh the Bulk actions list until the Status column for your import reads Complete. Then go back to Smart Lists in Contacts to see the uploaded contacts and their DR tags.

The table only shows the first 20 contacts. To action the whole filtered set, tick the checkbox next to Contact name, then click the blue Select all 391 text that appears.

For a Database Re-engagement: with all contacts selected, click Trigger automation in the action bar. Choose Workflow as the automation type, select the '1. Single SMS Send Offer - Database Re-engagement' workflow, then click the green Add to automation button. The first SMS in the workflow goes out to the selected contacts.

If the fields were mapped incorrectly, go to Bulk Actions, find the import, click the three dots in the Actions column and choose Revert. Confirm with Revert in the dialog.