The first step to importing contacts into MDirector is understanding how they are managed. To create a contact on the platform, you need at least an email address or a mobile phone number; both can be included, but neither field can be left empty. Additionally, you can add extra information using MDirector's predefined fields or through custom fields. For more details on how to create custom fields, check out this article: https://mdirector.zendesk.com/hc/en-us/articles/201944212-How-to-create-custom-fields
MDirector's standard fields are:
- First name
- Last name
- Second last name
- Email address
- Mobile phone number
- Reference
- Gender *
- Tags
- Date of birth*
- Country *
- State *
- City
- Zip code
* These fields must be created with a specific format or value. Find more information in this article: https://mdirector.zendesk.com/hc/en-us/articles/204780612-Table-of-Codes-Country-State-Gender-and-Date
Create a list
Contacts are organized into lists created based on the criteria you choose, and it is within these lists that the import process takes place. From the moment an account is created in MDirector, there is an initial list called "General," which cannot be deleted but can be renamed. You can use this list to start importing contacts. However, if you want to create a different list to add them to, follow these steps:
1. Go to the 'Contact lists' section in the Email Marketing service dropdown from the side menu
2. Click the black "Create new list" button
3. Fill in the 'List name' field and save it using the yellow 'Save' button
Done! You have created your first list
Decide how you want to add contacts
In MDirector, there are three different ways to add contacts to a list:
- By importing Excel, TXT, or CSV files. This is the most suitable method for handling a large volume of contacts and performing a bulk import. MDirector recognizes the fields in the files and transfers them to the platform's fields. If you want to add contacts this way, check out this article: https://mdirector.zendesk.com/hc/en-us/articles/16421272605084-How-to-import-contacts-to-MDirector-via-files
- By manual entry. That is, for each contact we add, we will need to complete the form with all the data we want to have for them. It is the slowest process and is more useful for testing and modifying specific fields for individual contacts, but never for managing a large volume of actions. If you want to add contacts this way, check out this article: https://mdirector.zendesk.com/hc/en-us/articles/16424456158492-How-to-add-contacts-to-MDirector-manually
- By copying and pasting email addresses or phone numbers. If you want to add contacts this way, check out this article: https://mdirector.zendesk.com/hc/en-us/articles/16425238187932-How-to-add-contacts-to-MDirector-by-copying-and-pasting-emails-or-mobile-numbers
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