Before you can send texts in ThruText, you must first upload your list of contacts into a Group.


This user guide will walk you through the steps of uploading a group into ThruText.


Prefer a video? Watch our Groups video here!


Note: Your file must be in .csv format in order to successfully upload it — .xls, .txt, or any other format will fail.


To start, click "New Group" in the Groups tab of the Admin console. This will take you to the Group upload wizard.


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1. First, you will be asked to name your group and pick the country of origin for your phone numbers.


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Click "Next: Upload Group List".


2. Next, select the file you wish to upload. You can either select "Add a CSV" to select a file from your computer or you can drag and drop the file into the upload box.


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Note: External Contact List can be used if your ThruText account has a VAN integration set up.


Click here to read more on managing your External Contact Lists from VAN


Or Click here to read more on setting up your account with a VAN Integration


 


Once your file has be selected, it will show you how many rows your file has and will give you the option to clear the file if you wish to select something different.


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Note: Currently, the threshold for group size is 50,000 rows. If your file is larger than 50K you will see the following error:


"CSV TOO LARGE. Campaigns can target a maximum of 22.5k valid phone numbers. Your CSV has more than 50k rows. Please split your CSV into multiple files and try again."


Click here to read more about group size


After you've selected the CSV file you wish to upload, click "Next: Choose Headers".


3. The next step will be to map your file to the 3 standard fields that are required for a successful upload into ThruText: First Name, Last Name, and Phone Number.

All groups must have these fields, meaning any CSV you upload to create a group must also have these fields. If your CSV only has first name and phone number, you will need to add a column called last name and enter some value (e.g., Null) into each row for that field. 


When you upload your CSV, ThruText will "guess" which column in your CSV should be associated with which standard field, and then will "map" those columns to the standard fields in the ThruText database. Here's what that looks like:


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If you think that ThruText guessed incorrectly you can change the mapping using the pulldown menus under each header name. 


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Click "Next: Choose Custom Headers".


4. Next, map any custom fields you would like associated with your group.

Note: You must create your custom fields in your account before you will be able to map to them during the Group upload process. Click here for steps on creating custom fields.


ThruText will identify and list all of the custom fields on your account. When you upload a CSV with additional fields beyond the standard ones, ThruText will identify the names of the custom fields in your CSV in the dropdown and will "guess" which column in your CSV should be associated with which custom field.  


If you leave the dropdown greyed out with "Select {CustomField} column", your custom fields won't get mapped.


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Again, if you think that ThruText guessed incorrectly you can change the mapping using the pulldown menus of your CSV headers under each custom field name. Selecting "Ignore" will skip that custom field and not map it. 


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Pro-tip: If you see custom headers listed that are no longer in use, you can archive them to hide them from view and clean up clutter within your account. Click here to read more about archiving your custom fields.


Click "Next: Review".


5. In the last step, you will want to review your information prior to upload. 

You can return to any of the previous steps to make edits if you wish. Once you are satisfied that everything is set up the way you want, click "Create Group".


Your group will show a yellow dot as it is actively validating your phone numbers and uploading your list. The time this takes will vary depending on the size of your group or the level of usage on the platform (e.g. upload may take a bit longer during busy times in a campaign cycle like in November or right before a primary in your state).


A green dot indicates an active group that is ready for use on a campaign.