How do I create CSV in Excel to use with Auto Followup Campaign ?

  • Open Excel or any other spreadsheet application

  • The first row of your sheet will be the Merge Tags i.e., First Name, Last Name, Email Address, Location, Company Etc. It will define the name of the placeholder in your email template when creating an auto campaign in the mail merge.

    • CSV file must contain Email Field having the email address for your contact.

    • Maximum 10 columns can be imported into SalesHandy  i.e. you can have up to 10 placeholders for your campaign.
  • In the subsequent rows(below top row), you can enter the data for your Mail Merge Campaign. Maximum 200 contacts are permissible.

Save the file with .csv extension( File > Save As > Save as type: CSV File )

For Information on Formating of CSV or to Download CSV file, click here.

Does you CSV contain multiple languages ? Click here to know how about saving CSV with UTF- 8.