How to Create and Import Recipient Lists

What You Will Learn
Learn and understand the process of importing and creating a recipient list within Wallet. This process allows you to migrate your existing customer list to the Wallet Admin Portal.

Before You Begin
Consolidate your list in a CSV file document and follow the format of columns from the Download Template button in the SMS/MMS Section under My Recipient Lists.

Create a new subscriber list or import an existing one

This section discusses the usage of the Recipient List Area.
Create a new recipient list, and upload single or multiple phone numbers to a list.

Under the SMS/MMS Section theimage is where you click on to upload a new Subscriber or Import and Existing Recipient List, selectimage

Create a New Recipient List

  1. Select Create New List of Recipients.
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  2. Then you will see this pop-up window which you would need to fill out.
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  3. If it is your first time creating a list and you need to upload a list, fill out the List Name & the Mobile Number Section.

NOTE: You are given the option to Import from a Membership Tier, which lessens the hassle of you extracting data and re-uploading them in case you already have a Membership Tier list in the Admin Portal.

Uploading your Recipient List

Assuming you have already created a Recipient List, now it’s time to add the phone numbers of your audience to the Recipient List.

A. Adding a Single Audience/Member in the List

  1. Select the Add recipient button across the Recipient List you have created. image
  2. Add the Subscriber by putting in the phone number.
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B. Adding multiple Audiences/Members to the List

  1. Select the Download Template Button, and fill out the CSV file with your Recipient List
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NOTE: Fill out the CSV file

  1. Select the Upload More Buttonimage

  2. Select the CSV file that you have filled out with the recipient phone numbers and select Upload File.
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Configure Button image

Configure button allows you to modify changes to the list:

-Activate or Deactivate a List
-Name Change
-Mobile Number Change

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