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Getting Started

  • Sign Ups: Getting Started
  • Sign Ups: Installing Sign Ups
  • Project Notebooks: Getting Started
  • Messenger
  • Messenger: New to Messenger
  • Messenger: Tags
  • News Articles: Intro
  • Pages: The Page Builder
  • Project Notebooks: Understanding Project Notebooks
  • Project Notebooks: Installing Project Notebooks

How-to

  • Sign Ups: Create your first sign up
  • Sign Ups: Create tasks/slots
  • Sign Ups: Display sign ups on Sign Ups Listing page
  • Sign Ups: Create system pages with a shortcode
  • Sign Ups: Review system emails
  • Sign Ups: Customize the display scheme
  • Sign Ups: Set plugin administrators
  • Messenger: How to send a message
  • Messenger: How Do I Import My List?
  • Messenger: Create and connect a Form
  • Messenger: Editing the contact page to show what you want
  • Messenger: Merging contacts
  • Messenger: How to bulk edit contacts
  • Messenger: How to search for contacts
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  • News Articles: Posts, Posts Carousel, and Posts Slider modules examples
  • News Articles: Posts Slider module
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  • Project Notebooks: Set plugin administrators
  • Project Notebooks: Review system emails
  • Project Notebooks: Create system pages with a shortcode
  • Project Notebooks: Customize the display scheme
  • Project Notebooks: Create your first notebook
  • Project Notebooks: Display project on Project Listing page
  • Project Notebooks: Hide or show notebook sections on front-end
  • Project Notebooks: Edit a notebook
  • Project Notebooks: Create tasks
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  • Project Notebooks: Create a project budget
  • Project Notebooks: Create a kanban board
  • Project Notebooks: Publish a notebook
  • Project Notebooks: Duplicate a notebook
  • Project Notebooks: Archive a notebook
  • Project Notebooks: Delete a notebook
  • Project Notebooks: Turn on project administrator requests
  • Project Notebooks: Approve project administrator requests

Troubleshooting

  • Sign Ups: Sign up not appearing on front-end

FAQs

  • Messenger: Why are My Contacts Unmarketable?
  • Messenger: Why are Emails Going to Spam?
  • Messenger: Why Are My Emails Not Sending?
  • Messenger: Basic terminology
  • Messenger
  • Project Notebooks: Understanding Project Notebooks
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  • Project Notebooks: How to display meeting minutes on the website
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  • Messenger: How Do I Import My List?

Messenger: How Do I Import My List?

Table of Contents
  • How Do I Import My List?
    • Step 1
    • Step 2
    • Step 3

How Do I Import My List? #

If you are coming from another CRM (or maybe your excel sheet) you may already have a list of contacts. You can add this list into Messenger easily.

Step 1 #

Make sure you have a valid CSV file (filename ends with .csv). Make sure all your columns have headers!

For example:

First Name Last Name Email Phone
Phil Conners Phil@theweathernetwork.com 519-222-4440

Step 2 #

To import your contacts into Messenger go to Messenger > Tools > Import > Import New and select your CSV file.

Step 3 #

Map your fields in your CSV to the contact fields in Messenger.

If you have custom fields you want to import, map those fields Custom Meta in the dropdown.

If you have previously confirmed these contacts in another tool, you can mark them as confirmed during import.

You can also add additional tags to these contacts as you import them!

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Updated on October 10, 2022
Messenger: How to send a messageMessenger: Create and connect a Form

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Table of Contents
  • How Do I Import My List?
    • Step 1
    • Step 2
    • Step 3
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