Formatting Recipient Data for Upload to Outreach Campaign

Jessica Paxton Updated by Jessica Paxton

When setting up your Outreach Campaign, you have the option to send recipients via CSV or API. This article will cover how to format and send your CSV file to Smith.ai.

Formatting your CSV

  1. Start by creating an Excel or Google Sheets spreadsheet with seven columns.
    The columns should be in the following order without headers:
    First name, Last name, Phone number, Email (optional), User data 1 (optional), User data 2 (optional), User data 3 (optional)
    Only first name, last name, and phone number are required. Read our help article for more information on passing additional data through your outreach campaign.
    Each data field can hold up to 4,096 characters, including spaces and special characters.
    If your data includes a comma, then put that information inside quotation marks. Read more about why commas need quotation marks in CSV files. 
    Download a template to get started (just remember to delete the example data).
    It should look like this:
  2. Once your data is populated, export it as a CSV (comma-separated value) file without headers.
    Read this help article by Microsoft for more information on converting an Excel sheet into a CSV file.
    Make sure the data looks like this when the CSV is exported:
    Richard,Lewis,719-266-2837,,data1,,
    Dana,Garcia,650-727-6484,dana.garcia@example.com,,data2,data3
  3. After you've gathered your recipient list and formatted it, send the CSV file to support@smith.ai.

Questions? Contact us!

If you're already a Smith.ai client and need help, please email us at support@smith.ai or call us at (650) 727-6484 for assistance.

If you're not yet a Smith.ai client, please schedule a free consultation to get started with our outreach campaigns or email us at sales@smith.ai. We'll help you select the best plan to match your business’s growth goals and budget.

How did we do?

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