About Group Uploads

Before you can send texts in ThruText, you must first upload your list of contacts into a Group. Your file must be in .csv format to successfully upload it — .xls, .txt, or any other format will fail.


Prefer a video? Watch our Groups video here!


To start, click "Create New Group" from the side nav or the Upload New Group button on the dashboard, which will take you to the Group upload wizard.


1. Name & Country: Give your group a name, pick the country of origin for your phone numbers, and then click the 'NEXT' button.



2. Upload CSV: Select the file you wish to upload by clicking "Add a CSV" to select a file from your computer or drag and drop a file into the upload box.


Note: External Contact List can be used if your ThruText account has a VAN integration set up. Read about managing your External Contact Lists from VAN or learn how to set up your account with a VAN Integration.


Once you've added your file, you can see the number of rows or clear the file if you'd like to upload something different. Click the "Next" button to move forward.



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.


3. Headers: Map your file to the required 3 standard fields: First Name, Last Name, and Phone Number.

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


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. Click "Next."



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



4. Custom Headers: Map any custom fields you would like associated with your group. ThruText will list all of the custom fields on your account. When you upload a CSV with custom fields, ThruText will "guess" which column in your CSV should be associated with which custom field.  


If you leave the dropdown greyed out with the "Select {CustomField} column" as shown below, your custom fields will not be mapped.


GroupUploadStep4_CustomFields_copy.png


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


Screen_Shot_2018-11-13_at_10.10.47_AM.png


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.


Note: You must create your account's custom fields before you can map them during the Group upload process. Click here for steps on creating custom fields.


5. Review: Make sure everything looks good. 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 your group's size 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. It is now ready to be used on a campaign!