Adding Contacts to Great AEP Scheduler

Add your contacts to your Great AEP Scheduler campaign so they get invited to book time with you. You can add one contact at a time or upload a whole list at once.

IN THIS ARTICLE

• Watch the Video Walkthrough
• Open Your Great AEP Campaign
• Add Contacts to Your Campaign
  • Add One Contact
  • Import a List of Contacts
• What Happens Next

Watch the Video Walkthrough

Prefer to watch? This short video shows every step in this article.

Open Your Great AEP Campaign

Log in to your AgentMethods dashboard. Click Scheduler in the left-hand menu, then click Open Great AEP on the right side of the page.

Add Contacts to Your Campaign

Once you're in your campaign, click New Contact. You can either add a single contact or import a list.

Add One Contact

Choose the option to add one contact and follow the prompts.

Import a List of Contacts

If you have a list of contacts, you can bring them all in at once.

1. Click Import a List.

2. Enter a name for the list. This can be anything that works for you.

3. Click Yes to confirm you have permission to contact these people.

4. Upload your file.

Permission is required

You must have permission to contact everyone on your list. You will be asked to confirm this before you upload your file.

What Happens Next

After you upload your file, your contacts are imported into the campaign. Invitations will then be sent out at the time you indicate.

That's it, your contacts are in and your campaign is ready to go! 🎉 Still have questions? Contact our support team at support@agentmethods.com.