Under the Columns Tab, select the columns you will want to import then update the report.

Suggestions for Columns to select:

Member ID

Name

Member Type

Rank

LRP

Enrollment Date

Sponsor ID

Enroller ID

Home Phone

Cell Phone

Address

City

State

Postal Code

Region

Here is a video to show you how to copy contacts from the back office into a google sheet:

1. Highlight all Columns and rows.
2. Copy and paste into a Google Sheet.
3. Only 200 contacts will appear at a time. Repeat this copy and paste process for each page set you have.
4. Delete the extra headers within your spreadsheet so they only appear at the top.

Before you upload your contacts, you want to think about the different tags you'll be using NOW. Otherwise, months to a year from now, you may have a conglomerate of different tags. So we recommend thinking about which tags you will want to use before you begin.

Tag suggestions for dōTERRA Wellness Advocates:

dōTERRA Wholesale Customer

dōTERRA Wellness Advocate

dōTERRA team member (if they are an active builder working the biz)

dōTERRA qualifier for _______ (put name of leader) 

dōTERRA retail customer

dōTERRA prospect

dōTERRA my personal enrollment

dōTERRA team enrollments

dōTERRA - downline team (one for each team's downline)

dōTERRA current LRP Oct 2023 (I do this for each month)

Go to Settings, then Custom Fields

Click "+Add Field"

For Contacts, select "Single Line"

Add the Field Name (see Suggestions below)

Select Group of where you want it (typically General Information or Additional Information for this)

Press Save.

Suggestions of Custom Fields for Wellness Advocates:

dōTERRA ID

Enrollment Date (this would be good if you want to send a dōAnniversary note)

Sponsor ID

Rank

First Name, Last Name, Address, City, State, Zip Code, Country, Phone Number, Email, and any other columns of information you want to have added.

In your Google Sheet Contact File, add the tags you brainstormed earlier to each contact.

In Step 2 we will show you how to upload your file into Social Fox but it needs to be a .csv file.

Check out this video if you need additional assistance: https://youtu.be/EF-nSogdF4Y?feature=shared

You want to do this so that you can text or call from your Social Fox number right away (instead of waiting for a bulk upload).

Go to Contacts and in the top right side,  click the “+” sign in the top left corner and fill in the information. Be sure to add any tags you want as well.

This is how you will do your initial upload of contacts. dōTERRA Wellness Advocates, you may want to do monthly uploads as well of all new enrollments.

Go to Contacts and find the Import icon (an upward-pointing arrow)

Click “Upload a file” or use drag-and-drop and add your .csv file from the previous step in here.

Pick the fields to specify how the data will fit into Social Fox’s fields

Assign an import name. Example: Original Contact Upload - 10.16.23

Click "Submit" to finish.

Go to "More Filters" then go to "Tag" and and then "is" and type in the tag you want to use and click "Apply".

Once the tag is selected, it will then filter and at the bottom of that box you will see "Save as a Smart List". Click that button and name your list. That list will then appear at the top and any time that tag is added to a contact they will automatically be added to the list.

Example: You want to create a smart list for you Prospect Weekly Email so you go to Contacts then "More Filters" then select "Tag" then "is" and in the box type "prospect". Then press the button to create a Smart List titled "Prospect Weekly Email List". Now every time you add a new prospect, tag them "prospect" and they will be automatically added to this list.

Or check out this loom to watch: https://www.loom.com/share/456bb63a1b7c4bd4b4fa05fef7102e86?sid=8257ad66-7575-44ae-bae0-5fe475d6a942