Creating Importing Exporting Contacts

Creating, Importing – Exporting Contacts

Introduction

In the following steps, you’ll learn how to log in to your RingQ account, access the auto dialer, and add a new campaign contact. Follow along to streamline your workflow and make the most of RingQ’s powerful dialing tools.

Creating a New Contact

1. Login to RingQ.

2. Once logged in, click the icon to expand the side menu.

3. Locate the “Auto Dialer” option and click on it.

4. Click the dropdown button next to the Auto Dialer option to reveal additional settings. From the dropdown menu, select “Campaign Contacts”.

5. You will be redirected to the Campaign Contacts page.

6. Click the Add Contact button (located at the top-right of the page) to start creating a new contact.

7. Fill out the required fields for your new contact:

• First Name
• Last Name
• Primary Number
• Secondary Number (optional)
• Email
• Select Group: Select a group for the contact (optional but recommended). Choosing a group makes it easier to upload multiple phone numbers at a time.

8. Click the Create button to save the new campaign contact.

Exporting Contacts

1. Navigate to the Campaign Contacts page.

2. Look for the Export button, which is located at the top right hand-side of the page.

3. Click on “Export”. The file will start downloading, follow any on-screen instructions provided to complete the export process, and save the file to your computer.

Importing Contacts

1. Go to the Campaign Contacts page

2. Click on the “Import” button.

3. Select the Upload File option, which will prompt you to choose a CSV or Excel file that contains your contacts. Make sure the file is formatted correctly, with columns for key details like First Name, Last Name, Phone Numbers, and Email.

4. After selecting the file, review the contact information to ensure accuracy, and then click “Import”.