Upload Prospects From CSV

After creating a campaign, you will be redirected to the prospects page. You can also upload prospects by going to the main Prospects page on the top header, or in an existing campaign by going to the Prospects tab.

Step 1: Click on Upload from CSV

How to upload prospects from CSV using SmartReach

Step 2: If you have doubts about the CSV file format just click on the Sample CSV file download.

Sample File download using SmartReach

Step 3: Click on browse to select the file path of the CSV on your machine or just drag the CSV and drop it in the shaded region and Click Next

NOTE: Check for blank columns, column names, etc in your CSV file, if you have such kinds of fields in your CSV file, the upload will fail. Remove those errors and then you are good to go.

Step 4: Map the fields in the CSV file to the fields in the SmartReach.io form

Note: If there are fields in the CSV that do not match, you can create a new column to assign the column in the CSV to the column in the form.

Add new column using SmartReach

Step 5: Add the prospects to an already existing list or type in the new list name to add to a new list.

How to add prospects to an already existing prospect list or a new prospect list

Step 6: Click Upload to check the status of the prospects.

But if the number of prospects is many say more than 100, SmartReach.io would take up to 5 minutes to upload and it would send an email after a successful upload. A notification popup will appear in the bottom left of the screen once an upload is done.

And an email will be sent as shown below.

Once the prospect list is successfully uploaded, SmartReach will sent you an email to notify that the task is done