How to Upload Contacts to Emotive

We upload new contacts to emotive to send out promotional texts once a month.

Reference Links:

HubSpot Lists

Emotive FORM

Step 1: Creating the List in HubSpot

• Open Hubspot Lists
• Click Create List
  • Contact-based
  • Name it: Emotive Text List - Uploaded [DATE]
  • Active List
  • Description : These Contacts are to upload to Emotive on [DATE]
• Click Next
• Add Filters
  • Phone number is known 
    AND

    Became a customer date is unknown 
    AND

    Lifecycle stage is none of Customer 
    AND

    Create date is after (LAST UPLOAD DATE)
    AND

    List membership

    is member of Stealth Seminar - Registered All Time 
• Save List

Step 2: Exporting the List

• Actions
  • Export Contacts
  • Format XLSX
  • Only Properties in the view
    • First name
    • Last name
    • Email 
    • Phone
• Open XLSX
• Delete any columns not listed above
  • Save File As - Emotive Text List - [DATE]
• Save the Contact List on HubSpot
  • Actions
  • Convert List to Static

Step 3: Uploading to Emotive

• Emotive
  • Upload to google doc FORM
    • Name: Charles Curry
    • Email: Charles@CurryPrograms.com
    • Brand: Authorify
    • URL: Authorify.com
    • Method: Popup
    • Attach: Contact List file
    • Name: Same as HubSpot List Name
    • Notes: We collected these leads on our webinar registration pages. They have consented to receive marketing text messages from us.
• Documenting
  • Update the Marketing Campaign Dashboard
    • Emotive Contacts Upload Tracking Tab
      • Number of Contacts Uploaded Linked to the HubSpot list