Importing Prospects with a CSV File

One of the most important setup steps of a successful campaign is importing your CSV list of prospects and ensuring you've mapped all fields correctly.

In the video, we walk you through the CSV setup steps that will make your import successful and help your campaign run smoothly:

  • The correct spreadsheet formatting - Click here to access our template
  • Mapping fields for text replacements and CRMs
  • Checking for prospects in other campaigns and generic email addresses
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