To ensure that the .CSV file you upload is successful, we recommend the following best practices when it comes to formatting the file:
- Have the Email column be the first column, in Column A.
- Include column headings for all columns that will be including in your email body as Merge Fields. These column headings will need to match your Merge Fields exactly; the column "FirstName" will not work with the Merge Field {!First}.
- Don't include any blank email lines. The upload will stop once it encounters a line without an email address.
- Only include information in the spreadsheet that you want to use in the email. If you are not using a column or row, remove it before uploading the .csv file. You should remove any additional tabs as well.
- All files uploaded must be .csv files. The default file type is usually .xlsx - if this is the case, make sure you choose the file type named "Comma Separated Values (.csv)."
Example: