Uploading a .csv file to Prompt

After you set up your profile for Prompt, it's time to add people to your Prompt campaign. Include friends, family and past clients that you'd like to build a deeper relationship with. (This kind of campaign isn't the best for new leads since it is not intended to be a conversion campaign.) Your Prompt sphere are people you want to connect with on a deeper level to get them engaged and help you grow a solid network of referral partners.

Watch the video to learn how to upload your Prompt sphere campaign list to your contacts!

*Note: These same steps apply to uploading RE/MAX Agent and RE/MAX Recruiting campaign lists.

NEXT STEP: How do I order my template for my Prompt emails?

If you'd prefer to read, here's a step by step:

Step 1: In your BombBomb account, head to the Prompt tab. In the left panel, you'll see "Campaign," with "Prompt Sphere Campaign," underneath. Click "Prompt Sphere Campaign."

Step 2: At the top, you'll see how many contacts you have in your Prompt Sphere Campaign list. To add contacts to this list, click the blue button with the plus sign. 

Step 3: Our contact uploader will pop up on your screen in the "Upload" tab where you can upload a .csv file. To upload a .csv file, click the "Browse" button. Locate your .csv file on your computer and then click the "Open" button.

Note: If you don't know the preferred format for a .csv file, click"Download a .csv template." This will show you what a .csv file should look like when you export it from your current CRM or list of contacts.

Step 4: Next, indicate whether you've acquired these email addresses with implied permission or express permission. To understand the difference, check out this short article. 

Step 5: Once you've selected your .csv file, check to make sure that you're adding your file to the proper list. Once you're ready, click "Add Contacts." 

Step 6: Next, you will see a pop-up that will allow you to align specific columns in your .csv file to BombBomb fields. In this example, our first column has the first names of our contacts. Click the dropdown on the first column to see your options.

Step 7: From the dropdown, you will see all of the available fields that you can choose from for this column. In this example, we will choose the "First name" field. 

Step 8: Once you've designated all of your .csv columns to specific BombBomb fields, click the "Upload" button. 

Step 9: BombBomb will then begin bringing in all of those contacts. Once it's finished, you will see a pop-up indicating that your contacts have been added. Click the "Close" button. You're all set!