CSV Upload & Variables

Use CSV files to upload contacts and include personalization variables for your outbound campaigns.

CSV Format

Required Column

phone_number
+919876543210
+919876543211

Phone numbers must include country code (e.g., +91 for India).

With Variables

phone_number,customer_name,order_id,appointment_date
+919876543210,Rahul Kumar,ORD-001,2024-01-15
+919876543211,Priya Singh,ORD-002,2024-01-16

Using Variables

In Greeting Message

Hello {{customer_name}}, this is Vani from ShopEasy.
I'm calling about your order {{order_id}}.

In System Prompt

You are calling {{customer_name}} about order {{order_id}}.

Context:
- Order was placed on: {{order_date}}
- Delivery status: {{delivery_status}}

Objective: Confirm delivery address and schedule delivery time.

Variable Syntax

Use double curly braces: {{variable_name}}

Variable names must:

• Match CSV column headers exactly
• Contain only letters, numbers, underscores
• Be case-sensitive

Example CSV Files

Order Follow-up

phone_number,customer_name,order_id,product_name
+919876543210,Anita Verma,ORD-1001,Laptop Pro
+919876543211,Sanjay Mehta,ORD-1002,Wireless Mouse

Appointment Reminder

phone_number,patient_name,doctor_name,appointment_time
+919876543210,Ravi Kumar,Dr. Sharma,10:00 AM
+919876543211,Meera Patel,Dr. Gupta,2:30 PM

Lead Follow-up

phone_number,lead_name,interest,last_contact
+919876543210,Vikram Singh,Home Loan,2024-01-10
+919876543211,Pooja Reddy,Car Insurance,2024-01-08

CSV Validation

The system validates:

• Valid phone number format
• Required columns present
• No duplicate phone numbers
• File size under limit

Invalid rows are skipped with warnings.

Tips

1. Clean data: Remove empty rows and special characters
2. UTF-8 encoding: Save CSV with UTF-8 for Indian names
3. Preview: Check sample rows before launching
4. Test batch: Try 10 contacts first