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IMPORTANT: DO NOT COLD TEXT COLD LEADS (LEADS OLDER THAN 90 DAYS MAXIMUM. FLOLOYAL IS NOTRESPONSIBLE FOR PHONE NUMBER SUSPENSIONS BY PHONE COMPANIES OR THE TCR
Click Here To Learn: How to Upload A List Into FloLoyal
Step 1: Access FloLoyal 0:00
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Go to FloLoyal.
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Navigate to the 'Contacts' section.
Step 2: Start Import Process 0:16
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Click on 'Import'.
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Hit 'Next' in the lower right corner.
Step 3: Simplify Your Preferred Member List 0:31
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Click on the button to upload your complicated file.
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A special window will pop up.
Step 4: Upload Complicated File 0:38
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Select the complicated XLSX file downloaded from Myerblife.
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Click 'Open' to process the data.
Step 5: Process Data 0:58
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Hit 'Process Data'.
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The system will simplify the data to just name, email, and phone number.
Step 6: Download Simplified CSV 1:08
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Click 'Download CSV' to save the simplified file.
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Close the window after downloading.
Step 7: Upload Simplified File 1:17
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Click to upload the simplified CSV file (named CRM contacts).
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Hit 'Next'.
Step 8: Map Fields 1:25
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Map the fields: name, email, and phone number.
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Ensure all three fields have check marks.
Step 9: Create Smart List for New Contacts 1:34
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If this is your first upload, select 'Create a smart list for new contacts'.
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Rename the list to 'Preferred Members'.
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Add the tag 'Preferred Member' to imported contacts.
Step 10: Handling Existing Contacts 1:56
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If this is not your first upload, select 'Add Tag to imported contacts'.
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Add the 'Preferred Member' tag to avoid messaging existing contacts.
Step 11: Finalize Process 2:09
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New contacts will be added to your preferred member automation.
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Ensure they start receiving your messages.
Step 12: Conclusion 2:31
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Review the process and ensure all steps are completed.
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Thank you for using FloLoyal!