Self Help Documentation

Bulk Uploads (Contacts)

If you have a large number of contacts you want to upload, the best way to do it is through the bulk upload process.

  • Click the drop down menu “Add Contacts” in the top right corner of the screen and select “Import CSV”
  • Download the Import Contacts csv
  • Fill out the fields for each contact. The more information you can provide, the more personalized the messages you send can be and the easier you can access your contacts become.The fields are listed below:
    • Email Address: The email address of each contact. This will be the email address that your content is sent to.
    • First Name
    • Last Name
    • Phone Number
    • Company
    • Tile: The contacts position in their company
    • Tag
  • Upload the csv file to Cyrano
  • You will receive an email notifying you of your uploads status
  • For further help, view our tutorial video and sample download template by clicking here

[button color=”accent-color” hover_text_color_override=”#fff” size=”medium” url=”https://docs.google.com/spreadsheets/d/1IajvFJCxM5IYEY1KGFfhhasbY0vk9dV4TK-QTPsM9Ww/export?format=xlsx” text=”Click here to download the Bulk Contact Upload template ” color_override=”#00c4d3″]

 

If this article did not fully answer any questions you have, please email us at support@cyranosystems.com with your name, organization, and question. We will answer your question(s) as soon as possible and update this page to better help answer future questions.

 

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