Since you will be sending your ReMind Requests to certain recipients, you will need to add Contacts to FloQast ReMind. There are multiple ways to add Contacts, all of which will be covered below!
Contacts Tab:
1. Click on the Contacts tab from the lefthand ribbon.
2. Enter the first name and last name of your new Contact.
3. Enter the email address of your Contact.
4. Click 'Add Contact' to save your new entry.
5. Existing Contacts will be shown in a list, and your new Contacts will be added here.
6. You may Edit or Delete an existing contact by expanding the three dots next to each Contact.
Add Contacts as you Create a Request:
You can also add Contacts on the fly as you create a new request.
1. Click within the "To:" bar to choose which contacts to send your Request to.
2. If you have previously entered Contacts, you may select them from your Address Book.
3. If you have not entered your Contact yet, you can add it right here! Simply type in the email address of your new contact. If you are entering multiple, you should enter them one email address at a time.
4. A button to "Create contact" will appear at the bottom of the window. Click this to continue creating your new Contact.
5. A new popup will appear with the email address filled in. You will need to enter the first name and last name for your new Contact.
6. Click 'Save' and your new Contact will be added to your Address Book (for future use) and added to the Recipient line on your current Request (for immediate use).
Add Contacts in bulk using Excel:
During the same Request creation process detailed above, you will have the opportunity to upload Contacts in bulk instead of typing them one by one. You can import contacts using a very simple Excel spreadsheet.
1. Click within the "To:" bar to choose which contacts to send your Request to.
2. Click on the 'Upload Excel Contacts' button above the text box.
3. A page will load with some quick instructions on how to format your Excel Sheet.
Column A = Name
Column B = Email Address
You can create this in native Excel and enter as many Contacts as you need. Please feel free to name the file whatever you'd like.
4. When your Contact spreadsheet is ready, you may drag/drop your template, or you may click to launch your File Explorer and select your file for upload.
5. Your new Contacts will be extracted from your file and displayed to you.
6. Click 'Next' to add all of your new Contacts to the current recipient list, as well as save them to your Address Book for future use.
