Uploading SMS Opt-In Consent to PropFuel

Edited

This guide will show you how to upload SMS consents and opt-outs using a simple process. Follow the steps below to ensure your records are correctly uploaded.

Step-by-Step Instructions

Step 1: Prepare Your Spreadsheet

First, your spreadsheet should have the following columns:

  • Email Address: The email address of the contact.

  • Phone Number: The mobile phone number of the contact you will be texting.

  • Opt-In/Opt-Out Field: Indicate whether the contact is opting in or opting out.

Step 2: Populate the Opt-In/Opt-Out Field

  • For Opt-Ins, the acceptable values are: 1, true, yes, in, or optin.

  • For Opt-Outs, the acceptable values are: 0, false, no, out, or optout.

Step 3: Upload the contacts to your Campaign

  1. Navigate to your campaign

  2. Click the Enrolled Contacts tab then select the Upload Contacts button

  3. Click Select File and select the CSV file to import

Step 4: Map the Fields

  1. Email: Map the email column to the email field.

  2. Phone Number: Map the phone number column to the SMS Phone Number field.

  3. SMS Consent: Map the opt-in/opt-out column to the SMS Consent - SMS Phone Number field.

Step 5: Review and Import

  1. Click on Review Imports to check your mappings.

  2. Once reviewed, click on Import Contacts.

  3. Wait for the import process to complete.

Step 6: Verify the Import

  • Locate a record in your upload to confirm the phone number and the opt-in status.

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