How do I import an excel list into my contacts?

To go into importing contacts into our email feature:

1. Login to Fundly and click on the Send Email tab on your campaign page.

 

2. Click on Upload CSV under Contacts within the Emails page.

3. Make sure that the Excel/CSV file is in .csv and would be in the following format: Email, First Name, Last Name.



4. You will see the list of contacts you imported from the CSV  when you click on the CHOOSE RECIPIENTS button and you can choose which ones you would wish to include as recipients to your email. These contacts will be stored in a smartlist called csv_import_[date] for future use.



5. Your CSV contacts have been imported and  selected, you can now send your email when you are ready!




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