How to import users with a CSV file in Proactive Campaigns
- 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:
- To create a mass email campaign, go to Proactive Campaigns app > Campaigns tab > click Create a New Campaign button > select Email Campaign channel;
- In the first step of campaign creation, you will need to select a target list. 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 user 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, X Corp (Twitter), Facebook, Tags, Time Zone, and Custom Fields.
CSV file example
Additionally, there are Zendesk guidelines on how to add the appropriate language. Make sure to follow the international format specified in the Language ID column. While preparing your CSV file, it's also important to pay attention to the correct usage of tags and their characters. So, learn more about tag standards.
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.
Once you upload your file, a modal window will appear, allowing you to map and verify the data fields. Columns will be automatically mapped if their names match the field names.
If they don’t, you can manually select the appropriate field for each column from the dropdown menu or exclude specific fields by clicking 'Don't Import.'
Additionally, you have the option to:
- Skip invalid customers who cannot be imported.
- Keep customers' names that are already in Zendesk to prevent overwriting.
When you're done, click Save.
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.
