To ensure your .CSV file uploads successfully into a Campaign, follow these formatting best practices:
-
Place the Email column first, in Column A.
-
Include column headings for all fields you plan to use as Merge Fields in your email body. The headings must match your merge fields exactly. For example, the column header
FirstName
will not work with the merge field{!First}
. -
Do not include any blank email rows. The upload process will stop at the first line without an email address.
-
Include only the data you need for the Campaign. Remove any unused rows, columns, or extra tabs before uploading.
-
The file must be saved as a .CSV (Comma Separated Values) file. Most spreadsheets default to
.xlsx
, so be sure to select "Comma Separated Values (.csv)" as the file type before saving.
Example Format: