Destination Organization: Importing Contacts into Rezora
Whether your technological skill level is closer to Bill Gates or my Grandmother, our goal at Rezora is to make our technology relatable and usable for all ability levels. We strive to make our marketing tools complex and advanced to keep our tech geniuses stimulated, and yet user-friendly so that all can easily navigate around the software. From our drag and drop feature to our instant MLS feed, Rezora makes creating marketing pieces second nature to even the most computer-resistant users. What I have found though to be the most challenging part for users is importing contacts.
Pack you bags
Think of importing your contacts as a vacation. It might not be quite as relaxing, after all we can’t offer you a cold beverage and a hammock, but I promise it might just be that easy. Just like a trip, you can’t just go straight to relaxation; there is some work involved on the front end. You need to make travel arrangements, transportation, and pack up your belongings. When using Rezora you also have to make all of the arrangements and put in some work before fully enjoying the marketing potential.
First of all, you need to pack your suitcase. What this means, is gather all of your contacts and put them into an Outlook CSV file. An Outlook CSV file differs from a regular CSV file because it has unique headings (please see below).
So, the easiest way to make sure that your contacts are in the right suitcase, so to speak, is to download the Outlook CSV from our website. Then, you can effortlessly enter all of your contacts’ information into this easy to use format.
When you are finished, don't forget to save your hard work! Go to Save As, and set your gaze at Format where you should select Window's Comma Separated (.csv). Using this format ensures that your contacts will import properly.
Give your Contacts a Destination!
Next, make the travel arrangements. Where would you like your contacts to go? You have a couple of options here. You can create a distribution list, assign your contacts to the primary sphere, or just leave them out of a distribution list completely.
To create a distribution list, you will need to go to your Contacts page. Once on your contacts page, you will see a box that says distribution list and please click on the button that says New. You will then be able to title your distribution list, and please do not forget to click Save. The benefit of creating your own distribution list is purely to help you organize your contacts. It is crucial to do this beforehand!
A lot of agents prefer to import contacts into their primary sphere. Your primary sphere is perhaps the all-inclusive resort of marketing. You see, brokerages provide marketing pieces on the behalf of the agents. These pieces could vary from promoting a new mobile app to sharing upcoming events. Everyone in your primary sphere will be eligible to get these marketing pieces from your brokerage. Talk about effortless!
Perhaps, you do not want to use distribution lists. That is fine, but just know it will take more time when creating marketing pieces. What I mean by this is that when you are ready to send an email out to your clients you will need to select recipients one-by-one. This method is great if you are an agent that has a lot of extra time, but let me tell you- this is not the majority of us.
READY, SET…. IMPORT!
After putting your contacts into the outlook csv file, created or decided on a distribution list, you are ready to import! Get your mouse ready and click import!
Since you have followed all instructions, all of your contacts with valid email addresses will import. However, if for some reason they do not. Do not stress. Do not smash your computer screen to the ground! Please, just click on the green support button and submit a support request. We have support standing by to help you with any problems or complications.
Next Time
Keep your eyes peeled for our next blog where we will discuss the mysteries of SPAM and bounced emails. Until then, import those contacts and keep on marketing!






