Before you upload your contacts first organize them in a CSV file.
LionDesk allows you to upload 1,000 contacts at a time and include up to 26 columns (including custom fields!)
This video covers how to organize your CSV file:
Here is a CSV file with sample data to add your contacts to.
Here are some quick tips:
- Add yourself as a contact (great for testing emails/texts before sending to mass)
- Separate first name from last name (allows “Hi [name]” personalization)
- Delete any duplicates and fix misspellings in CSV
- Add tags and custom fields in CSV before uploading (ex: buyer, seller, past client, etc)
If at any point you get stuck, we're here to help via:
Phone 760-501-8582, Email firstname.lastname@example.org, and LiveChat Mon-Fri 7am - 5pm PT