Creating Custom List by Uploading CSV
You will need to download and utilize the provided template. To do so, please navigate to Messaging Contacts >> Click Upload CSV >> Download CSV Template.
Make sure that the number follows the same format as the template. If there is no email, you can leave the field blank. You will be able to upload 50,000 contacts per file.
Once your list is prepared, save the file as a CSV and then you may either drag and drop the created file or Select File to Upload.
Please map the data fields present in the sheet to ensure that the corresponding data is accurately imported into the ATS contacts list.
To ensure your candidates are organized and accessible, simply enter a unique List Name and Description, then choose Shared or Private under Share permissions to control team access. Click Finish to save the list.
Add Contacts to List
You may add contacts to the existing list by navigating to the list you have created and opening it. Utilize the "Add Contacts" option to either upload contacts via CSV file or select from existing contacts.
Renaming Your List
Renaming your list will allow you to easily send broadcasts to these contacts repeatedly in the future
Click on the custom list that you need to rename and open it. Click on the pencil icon.
Change the name as desired and click Save to confirm the changes.
Sending Messages to Your List
- With your list renamed, click on the Broadcast tab
- Click "Create Broadcast"
- Enter the name, search the list you have created, select it from the search results, and then click Next.
- Please compose your message and send or schedule it according to your requirements.
Troubleshooting
If you're experiencing issues uploading a contact list, check your CSV to ensure the following:
- Ensure your CSV has under 50000 contacts
- Confirm your CSV has all of the appropriate rows
- All the numbers in the file are properly formatted