How to upload/import a CSV within a campaign

Go to the ‘Engage’ tab.

Go into an existing campaign or create a new one by using the ‘Create New’ button.

Click on the ‘Options’ button to access the drop-down menu and then select ‘CSV’ under ‘Upload’.

Select the CSV file you want to upload from your device in the pop-up window. Once uploaded you will see a ‘Success’ notification.

For the import to work, the below fields must be completed: First Names, Last Name, Email Address, Email Verification Status (i.e VALID, ACCEPT_ALL), Job title and Company Name. Country is also strongly recommended so that the system can respect the Contact's time zone.

To export a CSV > Click on 'Options' select ‘CSV’ from the drop-down menu under ‘Download’. You can then edit the file but keep the headers intact.

You can also download a ‘Sample CSV’ which is a blank CSV file with headers only. You can simply input the data you have in the relevant headers (leaving the other headers intact) and upload to a campaign.