How to Import Multiple Contacts

How to Import Multiple Contacts

Add a full batch of contacts for review requests using the BirdEye template.

Step #1 – Access the Campaigns Tab

Log into the BirdEye app. From the main dashboard, tap on the Campaigns tab on the lefthand-side of your screen.

Step #2 – Go to the “Add Contacts“ Section

From the Campaigns tab, click on the Contacts tab in the top of the page. From this page, click the blue “Add Contacts” button on the left side of the screen.

Step #3 – Download the Contacts Template

On the Add Contacts page, three options will appear. Click on the “Download” button beneath the Download Template section (first option on the right).

Step #4 – Fill in Customer Contact Information

Open the template in Excel and add your customer’s basic contact information. The only two fields that are required are Email and Mobile Phone, but we recommend you include at least a first name as well.

Step #5 – Upload Contacts

Return to the Add Contacts page in the BirdEye app. Now, click the “Upload Excel” button in the middle to import your contacts. *If your business has multiple locations and you are using the Locations feature in the BirdEye app, you will need to upload contacts to each location separately. This allows you to market your Campaign targets geographically.
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