Phonevite – Adding Members with a CSV File
Step 1. Adding Existing Members in the 24/7 Welcome Campaign
1. Login in to your Global Responder account and choose your 247welcome
campaign.
2. In the upper middle column click on “Export Subscribers”
3. Download the lead file to your computer. Be sure to rename it before
downloading. ie. 247welcome_2008-06-01.txt
4. In MicroSoft Excel, open the 247welcome file.
5. Sort the file by the phone number column.
6. Delete any numbers that are international or incomplete. (Be careful not to
delete any of the subscribers other information like name or email.)
7. Sort the file by phone number column again
8. Starting with the first BB subscriber who has no phone number, type in the
following phone number EXACTLY: 555-123-4567
9. Highlight the cell you just typed in the above phone number into.
10. There will be a small black square in the lower right hand corner of the cell.
Drag that square DOWN the column until all Subscribers with out a phone
have been assigned a DIFFERENT false phone number.
11. Add a header line to the following columns (order of the fields does not
matter):
First Name
Last Name
Email Address
Phone Number
Note: Phonevite will ignore all other fields.
12. Once you've entered all the information for the contacts into a table, save
the spreadsheet as a Comma-Separated Values (.csv) file type.
Step 2. Import Phone Numbers from a CSV (Comma-Separated Values) File
Phonevite allows you to import Phone Numbers from a CSV file and will
automatically identify and extract the name, email and phone numbers from that
file.
To import from the CSV file:
1. Click on Phone Book
2. In the upper right corner, click on Import csv
3. Browse to select the CSV file to import from and click on Import
4. At the Import page, select the Phone Numbers you would like to include
in the New Phone Group
5. Enter “Members” for the New Phone Group Name and click on Submit.
Step 3. Add Your Sponsor’s Contact Information
1. Click on Phonebook
2. Click on the group labeled “Members”.
3. Click “Add Contact”
4. Type in your sponsor’s information in the following format:
1 John Doe
555-555-1234 (Literally type in this exact false phone number)
Sponsor’s Gmail Address
Important Note 1: Adding a “1” in front of your sponsor’s name keeps their
information at the top of your list at all times.
Important Note 2: Adding a false number for your sponsor ensures they will
only be copied by email when your Phonevite is sent out. This way, they will not
be receiving recorded messages from you on their phone throughout the day.