How to: Create a Contact Group through the Transfer Client
Creating a Contact Group through the Transfer Client is used when you want to continually update a Contact Group of contacts/clients using our Transfer Client or SFTP (Secure File Transfer Protocol). Supported file formats include: .csv, .xls, .xlsx, ASCII FF, tab-delimited text files, and some PDF documents.
Note: These files need to be in the same format each time the file is created for it to upload correctly.
- Log-in to: https://hms.teletask.com/, your email address is your username.
- Click on Contacts
in the top menu bar.
- Press Create a new Group
button in the top right-hand corner.
- Enter a Group Name for the new new group.
- Under Where do you want to import contacts from? select the radio button for Set files to automatically Update Group through Transfer Client.
- Press the Next button to finalize your selection.
- Without making any chances to the Upload File page press the Cancel button.
- The Contact Group will be created. If you haven't been trained yet on sending an import scheduled message, send an email to support@teletask.com and include the name of your new Contact Group and an example document in the format that you will be using for us to base the configurations off of. Please verify if you would like to add to existing clients or replaced existing clients in the Contact Group when you upload a file.
Once our Support Team receives the document, we will update configuration files for you and verify with you that they are working correctly.
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