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Written by Jelena

How To Create a Campaign with Emails Imported from a CSV

Hi Skyleaders, 

My name is Jelena and in this tutorial, I will show you how to create a campaign with Emails imported from a CSV file. 

Before starting to put together the actual steps of your Email Campaign turn on the following options on the Skylead Campaign Settings page. 

Click on “Advanced” first.

Track email link clicks - track if the lead clicked on the link in the email (in case your email contains any);

Track email opens - check if the lead opened an email. 

NOTE: When you are doing a CSV-file campaign with imported Emails, be careful not to turn on the “Collect contact info” option, because Skylead might rewrite the emails uploaded via CSV file. 

Once you’ve set up the rest of the Campaign Settings, click “Next” and choose “Smart Sequences”. 

After the “Lead source” step you should add “If has personal/imported Email”.

“If imported Email” refers to Emails imported through a CSV file. That means that the CSV that you are importing MUST have a separate column with your leads’ emails listed. The column must be named “email” (lowercase, singular). 

If you have the email column, you can proceed with sending as many Emails as you want. Just have in mind that for each email step you add in your sequence you need to choose the “Personal Emails” option (see below). 

This is the example of the simplest Campaign with Emails imported from a CSV file.

Email Characteristics 

As far as Emails are concerned, they have all the characteristics of a regular Email.

You can send emails from your Gmail or Outlook Account. 

There are: 

  • Email subject;
  • Email Body;
  • Add image - Image and GIF hyper-personalization feature (optional);
  • Tags (in case of an imported CSV, each column of your CSV file becomes a tag as well);
  • Execution time;
  • Check the "Personal Email" option (a must!).

There will be a pop-up (it is not an error or a bug, just a reminder) saying that you MUST have an email column in your CSV file in order for this process to work. 

We hope this tutorial was helpful!

Enjoy your Skylead experience! 😀