You can import the results of text outreach interactions from third-party tools (e.g. ThruText, Spoke, etc.) directly into Organizer. Once the data is imported, you can use it for reporting and continuing outreach efforts. You can use it for filtering in Community Builder too. The data will be accessible under the Outreach Activity tab of a single profile.
Prepare your file very carefully before you import it. Imported Text Interaction data cannot be deleted or removed.
When you are finished preparing your file, see Import Your Data.
Suggested Workflow for a Text Outreach Effort
- Export a community from Organizer and retain the Profile ID
- Text those individuals using a third-party tool.
- Export the results.
- Re-import the results to Organizer including the Profile ID.
File Requirements and Recommendations
- Data you plan to import must be saved as a CSV file type.
- Organizer Imports are limited to 500 MB file size.
- You must include Profile ID, Date/Time, and Effort Name.
- Each row must correspond to one result summary per profile, and each column must represent information about that interaction.
- Your CSV should include a value in every row and valid formatting for every value (see the Valid Formatting table below).
Valid Formatting
The table below shows the acceptable format for each destination field in Organizer when mapping attributes (i.e., columns) associated with each record (i.e., row) in your import. You do not need to include every attribute in the table in your import, but if you choose to include any of the attributes below, you must format them as described in the "Accepted Values" column of the table.
| Field Name | Description | Accepted Values | Required or Optional and Additional Information |
|---|---|---|---|
| Profile ID | Unique ID from Organizer identifying the person who received the text | Open Text | Required |
| Effort Name | The name of the texting effort | Open Text | Required. Max 5 unique names per import. If name matches an existing Effort, it will be reused. |
| Date or Date/Time | When the text was sent |
MM/DD/YYYY HH:MM, YYYY-MM-DD HH:MM |
Required for all interactions. If time is not included, then a default time is used. |
| Service | The texting tool used (e.g. ThruText, Spoke, etc.) | Open Text | Optional |
| Replied | Whether the recipient responded | true/false yes/no, or 1/0 | Optional |
| Clicked | Whether the recipient clicked a link | true/false yes/no, or 1/0 | Optional |
| Opted Out | Whether the recipient opted out of texts | true/false yes/no, or 1/0 | Optional. Does not auto-update text message usability. |
| Bounced | Whether the text bounced | true/false yes/no, or 1/0 | Optional. Does not auto-update text message usability. |
| Message | The initial message sent | Open Text | Optional |
| Sender | The name of the person who sent the text | Open Text | Optional |