How to Upload a Contact List

Note: If you have more than 6000 contacts on your list, please reach out to your CSM. Our team will provide you with a HIPAA-compliant drive to send your contact list for importing. Please do not send contact lists to our main Support inbox.

Contact Data 

• When bulk-uploading contacts via CSV file, you can include:
  • First/Last Name
  • Nickname
  • Email
  • Cell Phone & Home Phone
  • Full Address
  • Birthdate
  • Insurance Carrier
  • Notes
  • Current Phase

First/Last Name

• Breakthrough doesn't reformat names or addresses after you import contacts so it's important to format your contact list before uploading your contacts. 
• Emails and texts will automatically populate whatever is saved as the contact name. 
  • This means that importing contacts with their names in all-caps (SARAH vs. Sarah) will cause emails to be addressed as "Hi SARAH," instead of "Hi Sarah,"
• Check out this video that shows how to quickly update your contact names to the proper capitalization:
  

Nickname

• The nickname field is for reference only and does not pull into emails or texts. 
• If you have a contact with a preferred name, and you want to make sure their email addresses them by the preferred name, use the First Name field instead.

Email / Phone

• Contacts are required to have at least an email or main phone number when being created. 
• If you only have a home phone number for your contact, you can still import them to Breakthrough by moving the phone number from the Home Phone field to the Phone field.

Address

• Contacts can be uploaded with their address if desired; Breakthrough will never send mail to your contacts or use this data for any purposes.
• Currently, we support address line 1 but cannot import apartment or suite numbers on a separate line. If you would like to include this data, include it all in the Address field.

Birthday

• To import contact birthdays, make sure your column is labeled DOB 
• Dates should be formatted as mm/dd/yyyy (ex: 8/15/1991)

Insurance Carrier

• The Insurance Carrier field is a free-text field, meaning that you can type whatever you want to identify a contact's insurance. 
• This feature is incredibly helpful for segmenting your contact list for text campaigns. Check out this short video to see it in action:

Notes

• Use the notes column to add relevant info to the contact record
• Limit of 30,000 characters

Current Phase

• The Current Phase column allows you to import contacts into a specific phase. This is helpful when bulk-importing contacts because it prevents having to edit contacts after importing.
• Automated emails will not be triggered by importing contacts in a phase.
• Some supported phases:
  • No Phase
  • Lead-New
  • Patient-ScheduledPlanOfCare    
  • FreeScreen-Scheduled
  • InitialEvaluation-Scheduled

• To see all supported phases, go to Manage Phases in your settings. See the video below for more details:

How to Import Contacts

1. First, export your contact list from your EMR or other marketing platforms. 
2. Organize your list to match our template, including the names of columns. Please use the templates that are available at the bottom of this page.
3. Be sure to remove any data that is not supported (SSN, Member ID, etc.)
4. Once your list has been updated to match our template, save the file in CSV format.
5. Navigate to the top right of Breakthrough and click the Settings gear.
   
6. Click Manage Contacts and then Import Contacts.
7. Upload your CSV on this page using the Choose File button.
   
8. Confirm that you have permission to email and/or text this list using the checkboxes provided, then click Next. 
9. After import, you'll get an automated readout of how many contacts were imported successfully and provide details on any contacts who were unable to be uploaded.
10. Once your list is imported, the email below is automatically sent to your imported list.

    
    

Preview the Automated Import Email

Subject: Hi [Contact.FirstName]! We're here for you

Body:
Hello [Contact.FirstName],

This is [Contact.WorkshopPresenterFirstName] from [Contact.PracticeName] and we appreciate you as part of our community.

We recently updated our email system and wanted to let you know that we are going to start sharing more tips and exclusive opportunities for our patient base. We're excited to help you solve your health challenges naturally!

If you would like us to text message you when we have exciting new offers, click here. 

Regards,
[PracticeOwner.FullName]
[Contact.PracticeName]
[Practice.Phone]
[Practice_Address]

P.S. - Are you experiencing any health or activity issues right now? If so, reply to this email and let us know how we can help.

Download the Import Template

• Click the file link below to download a copy of the import template