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March 24, 2023 - Outreach: How to manage contact uploads

ENTERPRISE
Drive engagement with email and text campaigns! Network members can centrally manage outreach to consumer account holders with tailor-made tools. 
Previous highlights:
​CONTACTS | How to manage contacts
​GROUPS |  How to manage groups 
Covered in today's update! 
UPLOADS  | Leverage various methods to upload contact data into the platform 
Covered in an upcoming update!  
​CAMPAIGNS  | Send on-demand email and text campaigns to consumers 
​TEMPLATES  |  Use standard email and text templates that can be pre-populated with consumer account data 
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To request a demo, log into your Kredit account and submit a demo request or reach out to your primary Kredit contact.
UPLOADS
Network members can leverage two easy methods to import contact data into the enterprise platform:
Upload a file
Manually enter a single contact
Upload a file
Enter a single contact
Uploads history
Step 1: Select Upload contacts within the Updates dashboard.
Step 2: Select Upload a file and click Continue. 
                                            
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Step 3: It is important to have the column headers that are provided in order to map your file contents successfully. Select Download template to input your data into or review your file's headers to include the following:
First name
Phone number
Social security number
Last name
Date of birth
Account number
Email
Zip code
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Click below for the template. 
Kredit_Upload a file_Template 3.2023.csv
152B
Text
Step 4: Click Continue to upload the desired file. 
                                            
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Step 5: Select the shaded box to find the desired file, or drag the desired file into the shaded box. Once a file is provided, the Continue button will become available to click. 
                                             
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Step 6: Verify that the desired file is selected, and select Continue.
                                             
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Step 7: Assign your contacts to a group by selecting a group in dropdown under Pick a group or Create a new group. 
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Step 8: Verify the the desired file is aligned to the desired group name by clicking Upload.
                                             
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Step 9: Do not leave the uploading page until the status bar shows the file upload is complete. You can select Cancel at anytime before the upload is completed. 
Step 10: As contacts are being added to the Contacts database, you can either select:
Back to Contacts to return to the contacts dashboard, or
View progress to return to Uploads dashboard. 
                                            
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Step 1: Select Upload contacts within the Updates dashboard.
Step 2: Click Add individual contact.
                                           
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Step 3: Type in Contact details.
                                           
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Step 4: Assign your contact to a group by selecting a group in the dropdown.
                                           
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Step 5: Verify the personal details are correct and select Submit. 
                                           
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Step 1: The Uploads dashboard keeps a record of previous uploads including:
Document (file) name
Date added
Associated group
Count of imports - Successfully uploaded contacts within the file that were uploaded.
Count of errors - Unsuccessful contact data within the file that were not uploaded to help reconcile your data.
Count of duplicates - List of duplicate contacts that were ignored in the upload.