How to import Families into Movo

Before you start: each family needs at least a first name, last name, and a phone number or email. Anything else you have is a bonus.

Step 1. Open Audiences

Click Audiences in the left menu. An audience is a group of families you import together, like this spring's new sign-ups for one district.

Step 2. Pick an audience or create a new one

To add to an audience you already have, open it and click Import from file. Then skip to Step 3.

To start a new one, click New audience and fill in:

• Name - what this group is, like Spring roster 2027.

• Who is this audience for - if you know which unit these families are headed to, pick it here. If you don't, leave it on your whole council and Movo will help each family find the right unit.

• First behavior - how Movo opens with each family added here. Pick a ready-made one like Welcome to Scouting, or write your own.

• Choose their starting status - The status tells Movo where each family is starting from.

  • Added: Movo reaches out first.

  • Contacted: you are already talking with them.

  • First visit booked / Tried a session

Step 3. Upload your file

Click Import from file and pick your file. CSV, Excel, and PDF all work, including scanned paper sign-up sheets. You can also add families one at a time.

Example of a PDF being uploaded:

Step 4. Check the columns

Movo matches each column to the right field, like first name, last name, and phone. Look the matches over and fix anything wrong. Extra columns can be kept as context or skipped.

Step 5. Check the units

Movo also tries to match each family to their unit. Fix any that are wrong.

Step 6. Confirm

Review the summary and confirm. Movo adds the families and starts reaching out.