How To Import Email Contacts

Before you can send out emails, you'll need to import your contacts. There are two ways to do this. Both can be found in your Admin Panel.

• To get to the Admin Panel from your Dashboard, click the profile picture on the upper right of the page and select “Admin Panel” 

• Select the “Email Marketing” option on the left navigation bar, then click on “Subscribers”

• Here you can upload subscribers in two ways - individually or batch import.

  

1. Manually add new subscribers – Here, you can enter all the details of your contact.

• Click the "+ New Subscriber" button, which will bring you to a form where you fill your subscriber's information

Once you’ve entered all details, click “Create” to submit that one contact or “Create & create another” to add another contact.

NOTE: Tags are key to keeping your contact list organized. If you don't have a tag for a subscriber, use something identifying like "July 2025" 

 

2. Batch Import – Use this to import many contacts at one time, with a maximum of 50,000 contacts at one time.

NOTE: We strongly recommend separating your "Client" list and "Customer" list before batch importing so that you can tag them separately as you import them.

• First, click the "Batch Import" button to start the process

• Then select the tags you’d like your contacts to be listed under. i.e., Carriers, Truckers, Clients, Team Members

• Next, you’ll upload the CSV (comma-separated values) file by clicking “Launch CSV Import Tool”
  Once the tool is launched, you can upload your CSV or download a template to make uploading easier
  
  NOTE: If you have an Excel spreadsheet, you will need to export it as a CSV file to be able to upload it into the import tool.
  
   

  • Drag and drop or upload the CSV file you’d like to upload, and your contacts will populate
    
     

    • Click “Continue” and review your columns to make sure they are accurate.
      Check the columns you want to include and uncheck any information you don’t want to upload.

       

    • Click “Submit” to upload your list. This may take a while if you have a lot of contacts.
      Once your contacts have been uploaded, you will see them in your subscriber list.
      Now you can search for a specific contact, edit a contact’s info, see their subscribed status, and more.