Importing Mobile Numbers for SMS

Goal

Import contacts and profile attribute data from a CSV, XML, or text file into an existing group, using mobile numbers as identifiers.

Prerequisites

• An existing Mapp Engage group (must be created before import).

• A CSV, XML, or text file formatted correctly and not exceeding 50 MB.

• Mobile numbers in the file must:

  • Include the international code.

  • Exclude optional leading zeroes.

  • Be formatted with or without a plus sign (+). Valid examples:

    • 49123456789

    • +49123456789

Configuration Note: SMS Channel Read Mode

If you import mobile numbers and email addresses in the same file, Mapp Engage automatically sets the SMS channel's read mode to “deny.” This prevents SMS messages from being sent to these contacts.

To enable SMS messaging, configure the read mode for each mobile contact as "allow" or "prefer" in the import file:

• XML format:
  <channel type="mobile" mode="prefer"/> or
  <channel type="mobile" mode="allow"/>

• CSV format:
  Header: member.MobileChannel
  Values: "allow" or "prefer"

Procedure

1. Go to Audience > Contact Management > Group Members in the main navigation.

2. From the Group drop-down list, select the target group.

3. Click Import.

4. Click File to browse and select the import file from your computer.

5. Under Type, choose the appropriate file format: CSV, XML, or text.

6. From the Character Set drop-down list, select the file’s encoding.

7. From the Import Mode drop-down list, select how to handle the incoming contacts and profile data.

8. From the Add Members drop-down list, choose whether new members receive a notification, invitation, or nothing.

   To send SMS messages, ensure the system message is enabled for the SMS channel. See System Messages via SMS.

9. Expand Advanced Options to configure additional settings if needed.

10. Click Import to start the process.

An Import Report will be emailed to the user who initiated the import.

Samples

Sample XML File with SMS Numbers

<userdata xmlns="http://webservices.ecircle-ag.com/ecm">
    <list>
        <user>
            <FirstName>Joseph</FirstName>
            <LastName>Example</LastName>
            <MobileNumber>498912345678</MobileNumber>            
   <channel type="mobile" mode="allow"/>
     </user>
        <user>
            <FirstName>Jane</FirstName>
            <LastName>Sample</LastName>
            <MobileNumber>4989012345678</MobileNumber>            
   <channel type="mobile" mode="prefer"/>
     </user>
    </list>
</userdata>

Sample CSV File with SMS Numbers

"user.MobileNumber","user.FirstName","user.DateOfBirth","member.MobileChannel" "498912345678","Jane","1961-11-14","prefer" "498998765432","Joe","1981-12-21","prefer"