Uploading a Contact List to FloLoyal

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Standard Operating Procedure for Uploading Contacts Using Flow Loyal

Objective

This SOP outlines the steps to upload a contact list using Flow Loyal, ensuring that the list is properly formatted and imported into the system.

Key Steps

Step 1: Access the Contacts Section 0:00

• Navigate to your dashboard.

• Click on the 'Contacts' section.

• Select 'Import' to open the import popup.

Step 2: Use the List Converter 0:13

• If your list is not formatted correctly, click on 'Start Converter'.

• Upload your Excel or CSV file to clean up the data.

Step 3: Download the Cleaned List 0:38

• After the conversion, download the cleaned file which will include:

  • First Name

  • Last Name

  • Phone Number

  • Email.

Step 4: Start the Import Process 0:58

• Click on 'Start Import'.

• Close the popup to proceed.

Step 5: Upload Your Clean List 1:19

• Ensure 'Contacts' is selected.

• Click 'Next' to upload your cleaned list.

Step 6: Create or Update Contacts 1:45

• Choose 'Create and Update Contacts'.

• Understand that:

  • New contacts will be created.

  • Existing contacts will be skipped.

Step 7: Review Mapped Fields 2:09

• Verify that the system has correctly mapped:

  • First Name

  • Last Name

  • Phone Number

  • Email.

Step 8: Name Your Contact List 2:43

• Optionally, rename the list of contacts being uploaded.

• Example: 'Square Loyalty'.

Step 9: Tag Imported Contacts 3:18

• Check the box to add tags to imported contacts.

• Create a new tag if necessary (e.g., 'Square').

Step 10: Start Bulk Import 3:45

• Review the mapped fields.

• Check the box at the bottom.

• Click 'Start Bulk Import' to begin the import process.

Step 11: View Bulk Actions 4:25

• After import, choose to view 'Bulk Actions' to see the history of uploads.

Step 12: Check Import Statistics 4:55

• Review statistics to see which contacts were created or updated.

Step 13: Filter Contacts by Tag 6:06

• Go to the list created during upload.

• Use 'Advanced Filters' to filter by the tag (e.g., 'Square').

• Apply the filter to view tagged contacts.

Step 14: Save Your List 6:32

• Once the contacts are filtered as desired, click 'Save'.

Cautionary Notes

• Ensure that the list is properly formatted before uploading to avoid errors.

• Double-check the mapping of fields to prevent data loss.

Tips for Efficiency

• Use the list converter for messy files to save time.

• Tag contacts during import to easily manage and filter them later.