Add people and cohorts
Add people one at a time or from a spreadsheet, and group them into cohorts you can message together.
- Choose "People" in the menu, then "Add New".
- Choose a title and enter the first and last name.
- Leave "Is Communicated With Directly?" as Yes if the person receives their own messages. Enter an email address for email, or a UK mobile number for SMS.
- Choose their "Preferred Language" and "Preferred Communication Method". Only methods you have switched on are listed.
- If the person belongs in cohorts, set "Is Groupable?" to Yes and tick the cohorts.
- Choose "Create".
- Choose "Cohorts" in the menu, then "Add New".
- Enter a "Name" and choose "Create".
- Choose "Import people" in the menu.
- Choose "Download the CSV template" and fill it in. You need a first name, and an email address or a mobile number, for each person.
- Choose "Upload and preview". The file can be CSV or Excel (.xlsx), up to 20,000 rows and 20 MB.
- Check the preview. Nothing is saved yet. It shows new people, existing people who would be updated, and rows with problems.
- Choose the import button, which shows how many people it will add.