How to Import Contacts into a Group?
- Click Dashboard
- Click Manage Groups
- Click Manage button beside the group to edit
- Click Batch Operations tab
- Click Download Template link under the Batch Group Import section and follow the on-screen instructions on how to populate the file.
- Once the import file is ready, click Upload Import File button to locate the import file and import the list.
Related Articles
How to View Add and Remove Members of a Group?
To View Members of a Group Click Dashboard Click Contacts Groups Click View button for the group you wish to view NOTE: The grid will display all members of the group. Use the Filter to view expired or valid members. To Add an individual to a Group? ...
How to Import Contacts?
View the purpose of the Contact UUID when updating existing contacts article - click here. Click Dashboard Click Contacts Module Click Contact Import (bottom left side menu) If importing members or individuals into specific group(s), select ...
Creating and Importing a Member Group
How to Create a Member Group? How to Edit a Member Group Name or Properties? How to Batch Grant Memberships (Membership Import)?
How to Download the list of Contacts?
There are two (2) different methods for downloading a list of Contacts. 1. You may use the Reports section or 2. use the Manage screen filters. Downloading Contacts from the Report section Click Dashboard Click Contacts Module Click the Download ...
How to Download a List of Group Members?
Click Dashboard Click Contacts Module Click Download button Click Go beside All contacts by Group Select the group(s) you want to download and click Advance button To multi-select, hold down the CTRL/Command key and click to select To only select ...