How to Upload a List of Contacts to WebPrez

This guide will walk you through the process of importing multiple contacts into WebPrez using a CSV file. You'll learn how to prepare your contact data using a Google Sheets template and then upload it to your WebPrez campaign. The entire process typically takes 15-20 minutes, including the time needed to prepare your contact list.

Access and prepare the Google Sheets contact template for your data

Before you can import contacts into WebPrez, you need to format your data correctly using the provided Google Sheets template. This template ensures your contact information is structured properly for the system to process.

Open the FREE Google Sheets template by visiting: https://docs.google.com/spreadsheets/d/1KfTA5AJMEYzm44a1J_bOK08l2E6SCn280a_m7n10tCw/edit?usp=sharing
Notice the order of the columns in the template. You'll see specific headers for contact information fields.
Important: This column order must remain exactly as shown. Do not rearrange, rename, or delete any column headers.
Even if you don't have data for certain fields (like Phone number), keep the column header in place. The system requires all headers to be present.

Creating your own copy of the template

Since this is a shared template, you'll need to make your own copy before adding your contact data:

Click File in the Google Sheets menu bar
Select Make a copy from the dropdown menu
In the dialog box that appears, confirm by clicking Make a copy
Your own copy of the template will open in a new tab or window

Adding your contact data and exporting

Add your contact list to your copy of the template, making sure to place information in the correct columns
Double-check that all data aligns with the proper column headers
Once your data is complete, download the file as a CSV by going to File > Download > Comma-separated values (.csv)
Save the CSV file to a location on your computer where you can easily find it

Navigate to WebPrez and create or open a campaign for your contacts

Now that your contact list is prepared, you'll need to access WebPrez and set up a campaign where these contacts will be imported.

Go to your WebPrez dashboard
Click on Campaigns in the navigation menu
You have two options:
- Click New Campaign to create a fresh campaign for your contacts
- Or open an existing campaign where you want to add these contacts

If you're creating a new campaign, you'll see options for how to begin. Click Start with a template or choose the option that best fits your needs.

Configure your campaign settings including template, schedule, and video selection

Before importing your contacts, you need to configure your campaign with the appropriate settings. This ensures your contacts will receive the right content at the right time.

Selecting your campaign template

Choose your campaign type from the available options (for example, Employee Benefits or another relevant template)
The template you select will determine the default messaging and structure of your campaign

Setting up your schedule

Choose the day when you want your campaign to be active (for example, select Monday or any other weekday)
Select a specific time for your campaign activities
Once you've configured the schedule, click Create to proceed

Selecting your video content

Browse through the available videos for your campaign
Select the videos you want to include by clicking on them
After making your selections, click Next to continue to the import section

Import your prepared CSV file using the Bulk Import feature

With your campaign configured, you're ready to import your contact list. WebPrez's Bulk Import feature makes it easy to add multiple contacts at once.

On the campaign page, locate and click on Bulk Import
In the Bulk Import interface, click on Add File
Browse to the location where you saved your CSV file
Select your CSV file and it will be uploaded to the system
Once your file is chosen and appears in the interface, click Save to begin the import process

The system will now process your contact list. Depending on the size of your list, this typically takes up to 10 minutes. Larger lists may take slightly longer, but the process runs in the background so you can continue working on other tasks.

Verify successful upload and confirm your contacts are ready for use

After initiating the import, you'll want to confirm that your contacts have been successfully added to your campaign.

Wait approximately 10 minutes for the upload to complete (this may vary based on the size of your contact list)
Refresh your dashboard by clicking the refresh button in your browser or pressing F5
Navigate back to your campaign to view the updated contact list
You should see your imported contacts displayed in the campaign's contact section

Once you see your contacts in the campaign, they're ready for use. The system will automatically include them in your campaign activities according to the schedule and settings you configured earlier.

What to do if you don't see your contacts

If your contacts don't appear after 10 minutes:

Refresh your browser again and check the campaign
Verify that your CSV file followed the exact column structure from the template
Check that your file was saved in CSV format (not Excel or another format)
If issues persist, try re-uploading the file or contact WebPrez support for assistance

Your contact list is now successfully uploaded to WebPrez and ready to be used in your campaign. The contacts will receive communications based on the campaign settings you've configured.