Before you can even send a Bonjoro, you need add a contact on your to-do list to send a Bonjoro too. There are 4 super easy ways for you to add your contacts:
- Manually - 1-1 (Applies to mobile and desktop)
- Roll Ups - send 1 Bonjoro to many (only available on the Growth Plan)
1. Adding Bonjoros Manually on mobile📱and Desktop🖥
Adding on a Bonjoro on desktop 🖥
On Desktop, pop onto your to-do list. From there click on "Send a Bonjoro". Click "Send to one person". From there, follow the steps and at the end click "create" and you'll be brought back to the To-do list. But if you want to add another contact, click on "Create and add another".
Adding a Bonjoro on Mobile 📱
To add a Bonjoro (Contact) on your To-Do list, all you need to do is swipe left on the to-do list, this should take you to "Create New". From there add your contact, hit done on your keyboard, then click the plus button on the top right hand corner. This will take you to the record screen, but if you do not want to record your Bonjoro right away, just hit close and your contact will be in your to-do list.
2. How to upload a CSV
One way to quickly add a list of existing contacts to your TODO list 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 Bonjoro.com on your desktop then head to the to-do tab (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 Bonjoro"
2. Select "Upload CSV"
3.Download our CSV Template by selecting "Download the template file"
4. Import your contacts & save as .csv
Open the Contacts.csv file in your editor (Microsoft Exel or similar) and edit.
- Don't delete row 1
- Email is required
- First_name & Last_name are optional.
- Make sure you save as a .csv not .xls!!!
5. 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 Bonjoro's 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 automations
Automations are great if you want your contacts added automatically. To add an automation, head to "Automations" or click on "Send a Bonjoro" > "Automations".
Check out on our automations page to see who we integrate with-->https://www.bonjoro.com/automation#/
To read more about setting up your automation click on the beaut button:
4. Roll ups - Sending 1 Bonjoro 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: