How to import users with a CSV file in Proactive Campaigns

Proactive Campaigns has the ability to import CSV files, which are available during the process of creating campaigns. But there are some aspects you should take into account before you upload a CSV file. We think it would be best to overview the process of importing user files in Proactive Campaigns:

1. To create a mass email campaign, go to Proactive Campaigns > Choose Campaigns tab > click Create Campaign button;
2. After taking the first step in the campaign you created, you will need to select a target list. Click Next and go to Select Target List;
3. There, you will have three options: Select User List, Select Ticket List, or Import User List. So, go to the Import User List tab:

Import contact list

Then drag and drop or click the + button to select your CSV file. A prepared CSV file can contain the following columns: Name, Email, Language, Organization Name, Alias, Details, Notes, Phone, Twitter, Facebook, Tags, Time Zone, and Custom Fields. Take into account that Name and Email are required fields.

Also, there are Zendesk guidelines on how to add the appropriate language. Use the international format mentioned in the Language ID column.

CSV file example

You can download our sample CSV file below the import button to compare it with your data and make sure everything is correct in your file.

Besides, the columns will be mapped automatically if you name them as fields.

Afterward, go to the next step and continue setting up the Campaign.

And that’s it! If you still have some questions, feel free to contact our support team.