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Adding Contacts to your Task-List

How to add contacts to your to-do list including - manually adding on mobile and desktop/CSV/Automation/Roll Ups

Matt Barnett 🏄🏽 avatar
Written by Matt Barnett 🏄🏽
Updated over a week ago

Before you can even send a Video message, you need add a contact on your tasklist first, then send them the message. There are 4 super easy ways for you to add your contacts: 

  1. Manually - 1-1 (Applies to mobile and desktop) 

  2. CSV

  3. Automatically via workflows

  4. Roll Ups - send 1 message to many (only available on the Growth Plan) 

1. Adding Contacts Manually on mobile📱and Desktop🖥

Adding a contact on desktop 🖥

On Desktop, pop onto your 'Send Videos' tab. From there click on "Send a new Message". In the resulting modal pop-up add your contacts details; email address, name, task ID (to remind you why you are sending the message if not recording immediately) From there, you have three options:

  • Record now - record immediately

  • Add and record later - Adds the contact to your tasklist for later recording

  • Create & add another - Adds the contact to your tasklist and reloads the modal to immediately add another contact

Adding on a Contact on mobile 📱

To add a Contact on your tasklist, all you need to do is click on the yellow + symbol at the bottom right of the screen. Start typing and the email address will be added in the 'to' field. Complete the email address and click 'done' or the check mark at the bottom right of the keyboard. Then click record at the top right of the screen.

2. How to upload a CSV

One way to quickly add a list of existing contacts to your tasklist is to use our CSV uploader.  These could be an export from your Mailing list, CRM, or contacts from a trade show. 

First of all log into your account on on your desktop then head to the tasklist  (not app). If you have not logged into your Bonjoro web account before, just use the same login details as you would on the app.

1. Select "Send a new Message" and Upload CSV

2.Download our CSV Template by selecting "Download the template file"

3. Import your contacts & save as .csv

Open the Contacts.csv file in your editor (Microsoft Exel or similar) and edit.

  • Don't delete or edit row 1 in any way - leave the column headers as they are.

  • Email is required

  • First_name & Last_name are optional.

  • Task ID allows you to add a reminder or reason for each of the videos, you can add a different TaskID for each contact or have them all the same

  • Make sure you save as a .csv not .xls!!!

4. Upload and assign contacts to a team member

Upload your saved .csv file, and then select the team member from your dropdown that you would like to assign these messages to do.  Select Confirm and you're done:)

🆘Help🆘 - My CSV won't upload!

Please see here for some common troubleshooting

3. Adding Contacts using Integrations

Integrations are great if you want your contacts added automatically and the best way to use Bonjoro. To connect an integration, head to the "Integrations" tab or click on "+New" > "Connect an Integration". 

Check out on our Integrations to see who we integrate with

To read more about setting up your integrationshead to

4.  Roll ups - Sending 1 message to many (Only on the Growth Plan)

Roll ups is our brand new feature available on the Growth Plan. If you'd like to know more about Roll Ups and how you can do so by clicking here: 

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