To upload a CSV file with a large amount of contact information e.g. >500 contacts
- Visit https://upload.trust-minder.com
- Log in with your username and password.
- Drop the CSV file into the drop zone
- Send the contacts to the Contact Manager
- Logout of the uploader
- Switch to the regular login page https://go.trust-minder.com to access the Contact Manger/Message part of the platform
- Goto the campaign you wish to send and send it to the contact group* that was just uploaded
* The filename of the CSV will become the groupname for the uploaded contacts
For example when you upload a file named mylargefile.csv on 25th of Jan 2023 the contacts in the contact manager will have two group names
- mylargefile
- mylargefile_25012023
Please note the file must be a CSV file. It will not accept XLS or XLSX
The headers should be set correctly for contact info: first,surname,email,phone as there is no mapping functionality with the bulk uploaded.
Other header names will be stored as CCV and can be used as CCV