How do I add and edit "Contacts"?
We've made it easier to add your client's email addresses to your premium account so you can later send them a Request for a Review.
There are two easy ways to add to your "Contacts" list - you can add them one at a time and soon you will be able to add a bulk list all at once by importing a .csv file.
Follow the video for how to use your contacts page:
To add contacts one at a time:
1) Login to RMA, then click on "My Account" in the navigation bar at the top. Then select "Contacts" from the dropdown list.
2) Once you're in your "My Contacts" page, there are two blue buttons at the top "Create New" or "Import .csv file". To add email addresses one by one select the " Create New" option.
3) The "Create New" button should take you to the below page. Enter in your client's information and hit "Create" to save the contact to your "Contacts" list.
Congratulations! You've created your first contact! You should now be able to see your new contact in your "Contacts" list.
*Note: once you've added them to your contacts you will then be able to send them a request for a review.
[COMING SOON] To add multiple contacts at once:
*This function is suggested for users looking to upload 15+ contacts all at once. Fast and quick for new RMA users!
1) Login to RMA, then click on "My Account" in the navigation bar at the top. Then select "Contacts" from the dropdown list.
2) Once you're in your "My Contacts" page, there are two blue buttons at the top "Create New" or "Import .csv file". To add a list of multiple email addresses, select the "Import .csv file" option.
3) On the Import .csv list, hit the "choose file" button and select the appropriate file from your desktop. Then hit "Import". Our system will then automatically process the .csv file so that information under the "first name", "last name", and "email address" columns on your .csv will be uploaded to your Contacts list on RMA.
***IMPORTANT NOTE: This function requires your list of contacts to be in .csv file format. An excel sheet (.xlsx file), word document (.doc file) or any other kind of file format cannot be uploaded.
To convert your contact list to a .csv file format, open your contact list on whatever spreadsheet program you use (i.e. Microsoft Excel, google sheets, etc.), under the "File" tab on your spreadsheet program should be an option that says "Save as" or "Export as" . Once you select the "Save as" or "Export as" functions, you should have an option to select the file type, select ".csv". You will then be able to upload your .csv file to your RankMyAgent Contacts. If you are having trouble converting your file to the .csv format, please feel free to contact our team for extra help at support@rankmyagent.com.
4) Once you have successfully uploaded your .csv file, a status report like the one below will appear.
*Note: Both successful and failed contacts will be listed there so you can check for typos. If you had contacts that failed to upload, the easiest way to try again is by adding them one at a time (see the above instructions).
*Note: Additionally, if you had the same email listed multiple times (or perhaps already uploaded your client's contact in the past) and tried to import their contact again through this .csv function, a note will appear on this status report beside their email saying "already exists" in red. The system will not upload a duplicate contact if this occurs.
5) Congratulations! Your .csv contacts have been uploaded, you should now be able to see your new contacts when you go back into your "Contacts" list.
*Note: once you've added them to your contacts you will then be able to send them a request for a review.
If you're having trouble with this process or if you need any assistance, please reach out to support@rankmyagent.com.