Contact support for help uploading your seller list, watch the video or follow the step by step guide.
Uploading your seller list into OfferBolt
Your contacts files should be a “csv”, or an excel file saved as a csv file.
On the contact screen click the icon with the arrow facing up. From this screen you can easily drag and drop a file into the center drop zone area or simply click on the blue link in the drop zone area to upload your file.
After clicking next step, you will be viewing your list. On the left are the fields from your list and on the right the custom fields from OfferBolt. Check each field on your list to ensure each one is paired with a custom field, this is critical to ensure the mapping is correct. On the top left of the screen you have the ability to create a pre set map which will save your mapping preferences. This can help if you upload lists multiple times using the same table format.
Once you have completed the mapping, look to the bottom center of the window and enable the checkbox, this will keep prevent any un-mapped data from being imported.
Click next → then choose a name that describes your list and the day you uploaded it.
Below the name click on a check box that labled “create a list of contacts from the import”. This will create your “smart list” which will make finding and adding contacts to workflows a lot easier.
Click on the blue advanced button. Leave the next field selected as-is “Add New And Update Existing Contact records”.
Next, do the same for “Phone” this is what identifies as your contact. You cannot have duplicate numbers in the system but you can have duplicate names.
Now add your tags, just like you named your list, Be descriptive with naming your tags, one tag can be the name of your list or the city and type of list, another tag to use is tag the date you are uploading this list or created the list. Lastly you can tag if this is “mobile 1,2 or 3” this could help you keep an eye on what type of numbers come up as wrong numbers especially mobile 2 and 3’s.
Click on the blue toggle button near the bottom labled “Add New Contacts to Workflow/Campaign”. A drop down will appear where you can select the workflow you’d like to import this list to. If this is a new list add your contacts to one of the initial workflows named Ben SMS, Jen SMS, Sarah SMS or the Initial SMS.
Click Submit and you are now done. Clicking the blue link in the success window takes you to bulk actions where you are able to view the status of the list.
Please ensure all workflow updates or changes are completed before adding contacts to the workflow. Any changes made to the workflow settings will not apply to contacts already in the workflow.