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 changes 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.
Related Articles
How-To: Create an Opt-In Keyword Contact Group
Using the Opt-in Keyword feature for a contact group allows new contacts to be added to the contact group when they send a text message to your organization containing a unique keyword attributed to a contact group. For more information about contact ...How to: Edit an Existing Contact or Client in a Contact Group
A contact profile is a record of a client/contact which includes their contact information, opt-in preferences, message history and additional details. The information in the contact profile may change over time and need to be updated or you may ...How to: Edit or Delete an Existing Contact Group
The clients or contacts that you have may change over time and you may need to update or delete your current Contact Groups. Here we have directions on how to: Import a New List of clients Download the Current List of clients in a Contact Group ...How to: Create a Group Message
Group Messages are used when you want to send a message to a specific contact or a Contact Group. These message blasts can be sent immediately or can be scheduled for a future date and time. Please follow the steps below to create and send a Group ...How to: Create a Contact Group using Microsoft Excel Files
You can create a new group by importing clients/contacts through a Microsoft Excel file. Please follow the steps below to import clients using Microsoft Excel files. Note: Our Supported Formats are: .xls, .xlsx and .csv only. Additionally, any hidden ...