Adding Contacts to Great AEP Campaigns

Once you have your campaigns set up, you can add contacts to it. Contacts exist within the campaign that they are a part of.

To add a contact:

1. Select "Campaigns" from the top navigation.

2. Find the campaign that you want to add the contact to and click on the "contacts" link next to that campaign.

3. If there are no contacts in the campaign yet, you'll see a blue "New Contact" button in the middle of the screen. If you already have contacts, you'll see a list of contacts the "New Contact" button is toward the top right.

4. Click on "New Contact" and select how you want to add contacts:

Add One Contact - This lets you type in a single contact to add to the campaign.

Import List of Contacts - This lets upload a list of contacts (such as uploading an export from your CRM system). After selecting this option:

Click on "New Import" and select the type of file that you want to import

Note: your file should contain contact details such as first name, last name, email, and phone number (preferably mobile phone number) formatted in a specific way - with headers. You can download the sample file to see how the file should be structured.

Once your CSV/Excel file is formatted in the correct manner, click on UPLOAD FILE

If you have permission to contact them, click on YES

Click on the CREATE IMPORT button

Important Note: If errors occur during the upload such as when any emails are not formatted correctly or phone number is not valid, we'll send you a notification with those contacts that gave you an error so you can see exactly what you need to update to fix those.

Copy Contacts from Another Campaign - This lets you import contacts from a previous campaign. For example, you may want to meet with the same people this AEP that you met with last AEP. Simply select last year's campaign from the list to import them into the new campaign.

For completed imports, you will see those in your import history.
Once the contacts are in and as soon as your campaign goes live, we'll start sending out invitations to them.

If you have trouble with adding your contacts, you can get in touch with us at [email protected]