Upload contacts with a CSV
Once you have created your account you are ready to explore the powerful tools of Helios. With no confusing pricing tiers, if you see it – you can use it. The full platform is at your disposal. So with that, let’s look at a logical workflow.
To begin, let's get some contacts loaded onto Helios. Start in Contacts. You can select Import only, or if you’re ready to boost conversions, go ahead and select Import & Message. Import & Message allows you to immediately send messages from a template or from scratch as soon as the contacts load. This is a great feature for businesses that want to keep the chain of communication tight. When you select your import preference a purple check mark will appear on the option you’ve chosen.
Next, choose the file you want to upload to Helios. You can click, drag, and drop the file into the space labeled Upload a file or drag and drop. If you are not sure where the file is, click Upload a file which will let you search and navigate your current device. You can make sure your csv is formatted properly by first clicking download a sample csv. Once you have your contacts file ready selected, go ahead and push import contacts. The progress bar will show you just how fast Helios works as your contacts appear in a matter of seconds.
Once your contacts have completely loaded, they will be auto-segmented into a list. If you would like to upload pre-segmented lists, they can be uploaded as individual CSVs. Helios will auto generate a title at the top of the page detailing the date and time of the imported list. If you’d like to rename your list just click on it. Custom list titles help users quickly navigate between employees, leads, customers, etc.
The total number of people in your list will be displayed alongside the title. The number will automatically update as you make changes to your lists, so if you are ever unsure of the number of contacts you have, you can reference the members bubble.
Underneath the title you will also see List members and Messages. Select List members to view the first and last name of each contact, along with their 10 digit phone number and the date and time they were added to your Helios list. If you want to see if you contacted the person, when you contacted the person, or what was said, simply click the Messages tab right next to List members. Feeling inspired? Go ahead and click the Compose message button in the top right of the screen to interact with your entire list or any individual member on it.
