Lead lists from Excel or CSV, every column a merge field
Import a lead list from Excel or CSV. Name, company, phone and city fill the contact. Every other column, such as industry or pain point, is kept per person to use in your emails and messages.
PLANSEvery plan
The problem it solves
- Each list is a different spreadsheet, and the same person sits in five of them.
- Columns like industry or a personal first line are lost when the list goes into the email tool.
- Someone overwrites good contact details with an old bought list.
How it works
- Open Marketing > Audience > Contacts and Lists > Lead Lists and press New. Name the list (Local manufacturers, Oct), with Where From and the Owner.
- Press Import from Excel / CSV and choose the file. The first row names the columns, and one must be called Email.
- Leave Update People Already Here off to only add known people to the list, or turn it on to fill their details from the file.
- After the import, a message tells you how many people are new and how many are in the list. It also says how many rows had no good address.
- Press Add to a Sequence to start a sequence or journey for everyone in the list, or start one on People in a Lead List.
Everything it does
The import
- Excel (.xlsx, .xlsm) or CSV; commas, semicolons or tabs are found by themselves
- Known columns: Email, Name (or First Name and Last Name), Company, Job Title or Designation, Phone or Mobile, City, Website
- Every other column is kept per person under its name, for {{column}} in texts
- One person per email address: a person in the file twice is added once, and a person already in your contacts is reused
- Rows without a good email are skipped and counted
- At most 50,000 people a file
- Update People Already Here: off by default
Merge fields
- {{name}}, {{first_name}}, {{last_name}}, {{company}}, {{email}}, {{phone}}, {{city}}, {{job_title}}, {{website}}
- Any lead-list column by its name, such as {{industry}} or {{first_line}}
- A fallback after |, such as {{company|your team}}
- Also {{ object.field }}, a plain field of the contact up to three deep, such as {{ object.parent_id.name }}
- Anything else between double braces is dropped, so no text in a step or broadcast can run code
- A person's data is put in as plain text and never becomes template code
Using a list
- Add to a Sequence: everyone in the list into a running sequence or journey
- A journey on People in a Lead List takes everyone in it, and people added later
- Verify Emails on the list checks every address (Growth)
- On a contact, the Lead Lists tab shows its lists and its columns
Separation
- Lists and their columns belong to an Entity; columns are kept per Entity
Who uses it
Marketing UserMakes lists, imports files and starts sequences from them.
Marketing ManagerDeletes lists.
Sales developmentWrites emails using the list's columns.
Where you use it
- Web: Marketing > Audience > Contacts and Lists > Lead Lists, and the Lead Lists tab on a contact
- Not in the phone app: this is done on the web. The SmartMy Marketing app covers chats, contacts, posts, leads and campaigns
What you control
Settings
- Update People Already Here: off
- Owner of each list: the person who made it
Questions
Does importing a list give us consent to send WhatsApp messages?
No. An import records no consent. WhatsApp marketing needs an opt-in, so record it by hand with your proof, or ask people to opt in.Can we email an imported list?
Yes. Email goes to people with an address who have not unsubscribed, skipping your Do Not Contact list. Check the law that applies to you.What if a column name has spaces?
It is kept in small letters with underscores: Pain Point becomes {{pain_point}}.Will the import overwrite good data?
Not unless you turn on Update People Already Here. Off, known people are only added to the list.Can we import more than 50,000?
Split the file. Each import takes up to 50,000 people.Related features
AUDIENCEConsent per contact, channel and Entity, with STOP and STARTEvery opt-in and every withdrawal is kept per person, channel and Entity, with where it came from and its proof. STOP in a chat or an unsubscribe click is recorded by itself, and WhatsApp marketing goes only to people who said yes.AUDIENCEDo-not-contact addresses and domainsKeep a list of email addresses and whole domains your outreach must never email: existing customers, competitors, people who asked. People who unsubscribe are added by themselves.AUDIENCEEmail addresses checked before sendingBefore a sequence emails someone, their address is checked. It catches not an address, a domain that takes no mail, a throwaway domain or a role address like info@. Bad ones are skipped by default, so your mailboxes do not collect bounces.OUTREACHEmail sequences over many mailboxes, with tracking and one-click unsubscribeCold and warm outreach as plain, personal emails. Each sequence sends from a pool of your mailboxes, a little at a time. It keeps follow-ups in the same thread and stops for a person when they reply. Every email carries an unsubscribe link and the one-click unsubscribe header.AUDIENCESegments on fields and behaviourPick people by what they are and what they did. Use tags, lists, consent, emails opened or clicked, chats, broadcasts read, forms sent, pages viewed and purchases. Segments refresh every hour and feed journeys, broadcasts and Meta ad audiences.AI AND SELLINGSequences written with AI, and a first line for each personDescribe your offer and who it is for, and the AI writes a whole outreach sequence with the waits between the emails. It also writes a personal opening line for every person on a lead list, from facts you already have.
See your inbox and campaigns on it.
Tell us which channels your customers use, how leads reach you and how many people answer them. We will connect a channel with you and run your first journey.