Group Members / Users


 

Add/Invite Users: Via CSV File

Who can use this feature?

Network_Admin.png Slash.png Location_Admin.png Slash.png Full_Group_Admin.png

 

Overview

This article will show you how to upload a CSV file to add users to your group. This option works best for mass uploads. 

Important Note

  • If you upload phone numbers do not use dashes (-) or any other character, only numbers.

There are two other ways to add/invite users to your group:

We recommend that you upload a CSV file, since this will give you the opportunity to make sure all you add all of your user's information at one time.

Instructions

  1. Navigate to Groups
    Groups.png
  2. Select a group
    Select_a_Group.png
  3. Select Group Members on the left-hand side
    Group_Members.png
  4. Click Add Members
    Add_Members.png
  5. Select Upload CSV
    uploadcsv.png
  6. Select Browse to locate an existing file from your computer
    Browse.png
  7. Click Upload to upload the file to the system
    Upload.png
  8. Select Welcome info to edit the Welcome Message
    Welcome_Info.png
  9. (Optional) Edit the Name, Email, Subject, and Body Content of the Welcome Email
    chrome_2018-01-03_08-57-48.png
    • Note: Select Save this as the default email template for adding members to this group to save your new version of the welcome message as the new default template
      Save_as_Default.png
  10. Use the drop-down menu to identify headers of your .CSV file
    Drop-down_Menu.png
    • .csv Formatting
      • Note: A maximum of 4000 users can be added per file upload on the web, unless you have an SFTP account.
      • Column headers are not recommended for your .csv. It will try to create a User with the Header information and give you an error. Please use the following format for the data in your columns:
        • FirstName
        • LastName
        • Email; Email2; Email3
        • UserName
        • Phone|Carrier|Type; Phone2||Type; Phone3
        • GroupID; GroupID2; GroupID3
        • DatabaseID
  11. Click Submit to confirm the file and send the email
    Submit.png
  12. Select Group Members
    groupmembs.png
  13. View members
    members.png



I'd Like to Request an Enhancement

0 out of 0 found this helpful

Updated:
Follow

Article Feedback


Powered by Zendesk