How to Import Contacts in Membership Management

Contacts offer valuable insight into the people who are interested in your event. These are people who have attended your event(s) or entered their email during the registration process. Having this information is crucial for sending follow up emails for future events or other membership opportunities.

PheedLoop offers the ability to import these contacts to the Membership Dashboard from third party sources.

Importing Contacts in Membership Dashboard

From the Membership Dashboard, navigate to Contacts > Profiles and select the upload icon

Select Download Template

Fill out the information outlined in the Headings in the Contacts Upload Template step below
Save the document as a CSV file
From the Membership Dashboard, navigate to Contacts > Profiles and select the upload button
Select the Drag and drop some files here, or click to select files button to upload your template

Select Submit

Headings in the Contacts Upload Template

The Contacts template has multiple columns to fill out. Below we will define each column and their purpose.

email	This is the email which will be designated to the attendee profile. This is a required field.
first_name	The first name of the contact. This is a required field.
last_name	The last name of the contact. This is a required field.
title	The title of the contact.
designations	The designation of the contact.
pronouns	Enter the preferred pronouns of the individual under this column.
organization	The organization the contact belongs to.
code_internal	Used if the event or organization has internal codes for individual profiles, for example, a contact ID. This column will populate in the Attendee's Internal Code field under Other Details in the Membership Dashboard.
dietary_restrictions	List any dietary restrictions the contact might have.
accessibility_requirements	List the accessibility requirements the contact might have.
about	This column is the Bio of the contact. Text entered here will populate the Bio/About field.
address_line_1	Enter the first address of the contact
address_line_2	This is the second address of the contact, typically used for secondary locations.
address_city	Enter the city of the contact under this field.
address_state	Enter the state of the contact under this field.
address_zip	Enter the zip or postal code of the contact under this field.
address_country	Enter the country of the contact under this field.
address_phone	Enter the phone number of the contact under this field.
unsub_announcement_email_notifications	This will toggle on or off from the Unsubscribe From Announcements checkbox, fill out TRUE or FALSE. This is set to false by default.
is_allowing_chat_requests	This will toggle on or off from the Attendee Messaging Allowed checkbox, fill out TRUE or FALSE. This is set to true by default.
profile_visible	This will toggle on or off from the Profile Visible checkbox, fill out TRUE or FALSE. This is set to true by default.
tags	Fill out the code of the tags to be assigned to the attendee for the event.
contact_groups	Fill out the code of the contact group to be assigned to the contact.
contact_tags	Fill out the code of the contact tag to be assigned to the contact.
contact_organization	Fill out the code of the contact organization to be assigned to the contact

Creating Custom Fields

Custom fields can be included and used as necessary. All custom fields will appear as a column in Contacts > Profiles.

From the Membership Dashboard, navigate to Contacts > Custom Fields
Above the Custom Fields table, select Create
Fill out the Name field
Select Save Changes

On the same page, it is also possible to download all custom fields as a CSV file. This can be done by selecting the Download CSV button on the right side of the Custom Fields page. Any created custom fields will automatically be in the template.

Downloading Contacts from the Membership Dashboard

Contacts can be downloaded as a report through the Members report.

From the Membership Dashboard, navigate to Data & Reports > Custom Reports
Above the Reports table, select Create
Under Report Type, select Members
Enter the name under the Name field
Under Fields, select the information that applies to you
Select Save Changes

Now that your report is created, you will want to generate the report in order to download it.

Select the checkbox of your newly created report
Above the Custom Reports table, select Actions > Generate Report
Select Download Previous Report