Admins can add agents to groups, individually, via CSV upload, or from another group.
Admins can also synchronize their agent list to a CSV file to both add and remove agents.
- How do I add a single agent?
- How do I add agents in bulk?
- How do I add agents from another group?
- How do I sync my agent list with a CSV file?
How do I add a single agent?
Admins can add each agent individually by filling in their email address, name and phone number. When adding a new agent, admins can also specify whether or not that agent should receive an invite token to set up their account. If this option is selection, a invite token and link to the account creation page will be texted to the recipient within 5 minutes.
How do I add agents in bulk?
Admins can import a CSV file with agent information to add agents into the group in bulk. Admins can download an ideal header for their CSV file by clicking on the “Comma-separated file (CSV) link in the description.
Note: After the upload, Admins will need to click on (...) next to each agents name > Resend security code to send invite tokens to agents without an account.
How do I add agents from another group?
Admins can import existing agents from another group or org in your account by selecting (click on) the agent name in the drop down list. The agent will be added to the group as soon as they have been selected. You can also search by Name, or Phone Number.
For instructions on how agents, as well as admin, can create accounts, see How do I create a Hustle Account?
Note: Agents may also be referred to as texters, volunteers, organizers or another preferred customized term specified in your organization-level preferences.
How do I sync my agent list with a CSV file?
Admins can add and remove agents by syncing their agent list with a CSV file. Once the sync is complete, the group will only include the agents from the CSV file and remove all others.
Under Synchronize agents from a CSV, click Choose a CSV file. Admins will then be prompted to choose a CSV file to sync with a group’s agent list.
Admins will then need to map the agents phone number, first name, and preferred name fields.
The number of agents that will be removed and added once the import is complete will be noted at the bottom.
Once the import is complete:
- Agents who are not in the group and included in the file, will be added to the group.
- Agents who are in the group and not in the file will be removed from the group.
- Agents who are in the group and included in the file will be updated to reflect any changes (e.g. new preferred name).
Note there are some limits to how many agents you can add to a Hustle group. For more information, see What are the limits for groups, agents & contacts?