Rallybound allows administrators to add contacts in bulk, by uploading a CSV file to the admin panel. To do so, follow the instructions below:
- Log in to the Admin at admin.rallybound.com
- Navigate to the campaign on which to upload your contacts
- Click the "People" tab
- Click "Contacts" in the left sidebar
Click "Upload Contacts" at the top of the window
Click "Download CSV Sample Template" in the pop up window
After the Sample Template downloads, open it in your spreadsheet program, and add new contacts (with their information) to the spreadsheet*. Important: When editing/adding to the template, do not modify the first row.
Once you've finished entering your data into the spreadsheet, save it as a CSV file.
Back in the Admin > "Upload Contacts" popup window, click "Browse", and attach the CSV file you just saved. Then click "Upload".
Below is the CSV template structure: