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Get up and running with Beep in 30 minutes or less. This guide covers the essentials: connecting your data, importing contacts, and sending your first message.
Have these ready to make setup smooth:
Contact list
CSV, Excel, or access to your CRM/database
Team structure
Departments, roles, or groups you'll message
Integration details
If connecting Xero, your CRM, or other systems
First message idea
What will you communicate first?
Follow these steps in order. Each takes just a few minutes.
Create your account and select the plan that fits your needs.
Quick tips:
Upload your contact list or connect to your existing system. Beep accepts CSV files, Excel spreadsheets, or can sync directly with Xero and other platforms.
Option A: Upload a file
Option B: Connect your system
Pro tip: Make sure phone numbers include country code (+64 for NZ). Beep will flag any invalid numbers during import.
Organize contacts into groups so you can target messages effectively. Groups can be based on teams, locations, roles, or any criteria that makes sense for your business.
Example groups:
"All Staff", "Management Team", "Auckland Office", "Field Workers", "Customers", "Overdue Clients"
How to create a group:
Time to send your first message. We recommend starting with a simple announcement or test message to familiarize yourself with the platform.
Quick send steps:
Example first messages:
Team announcement:
"This is a test message from our new communication platform, Beep. Reply YES to confirm you've received this."
Customer notification:
"Hi [Name], we're now using Beep for updates. You'll receive timely notifications about your account via SMS and email."
View delivery reports to see how your message performed. This shows you what's working and where to improve.
What you'll see in reports:
Delivery status
Who received your message
Read rates
Email open tracking
Responses
Two-way message replies
Failed sends
Invalid numbers to fix
Next step: Use this data to clean your contact list (remove invalid numbers) and refine your messaging approach.
Now that you've sent your first message, here's what to explore next
Build reusable message templates for common scenarios. Save time and maintain consistency.
Automate recurring messages based on triggers, schedules, or data from your integrated systems.
Dive deeper into delivery reports to optimize your communication strategy over time.
Our team is here to help. Get in touch and we'll walk you through setup together.