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Bulk Import Contacts with Tags and Custom Fields
Bulk Import Contacts with Tags and Custom Fields

Learn how to bulk import contacts via a CSV file, the various fields in the CSV file and how to use tags and custom fields in a broadcast.

Velma Dinkley avatar
Written by Velma Dinkley
Updated over a week ago

Importing Contacts in Spur

  1. Go to Database

  2. Click on Import

  3. Click on the Sample CSV Link

  4. Make a copy of our sample CSV file

  5. Fill the Google Sheet and export as "CSV" file.

  6. Go back to Spur, click on Upload CSV.

  7. Cross check the number of contacts and click on Import Contact.


Understanding the CSV Format

  1. Country Code: This is the country code

  2. Number: The phone number of the contact, without country code

  3. Email: Email of the contact

  4. First Name: First Name of the Contact

  5. Last Name: Last Name of the Contact

  6. Channel: For now, can only be WhatsApp

  7. Profile Picture URL: If you have a profile picture of the contact, include it here!

  8. Tags: Tags you want to add to the contact, separated by comma

  9. Opted In: Whether they have opted in or not for WhatsApp marketing messages.

  10. You can also add custom fields, any custom field name should look like Custom[<field-name>]

    1. So if you want to add a custom field "Location", the header should be Custom[Location]


Sending a Broadcast to The Uploaded Contacts

Example -

You use a loyalty / reward app, that gives credits to customers after every purchase and a coupon code that can be used to redeem those credits.

You wish to broadcast a message to all of these customers and tell them about how much credits they have and give them their coupon code that they can use on their next purchase to redeem their credits.

Firstly, you'll need to export customer data from your loyalty / reward app and copy-paste relevant data into Spur's Sample CSV file.

Using Custom Fields to Set Template Variables in a Broadcast Message Template

You can import the Credits and Discount Code via Custom Fields. Add 2 new columns for the Custom Fields in the Sample CSV and follow the nomenclature - Custom[<field-name>] for the header.

Let's name them - Custom[Discount] and Custom[Discount Code] respectively.

Now, we can use Custom Fields in place of variables of the message template that you'll be using for the Broadcast. Currently, you can't select a Custom Field, but you can follow this format to add the desired Custom Field in the message - {{context.customer.custom["<field-name>"]}}

So for this example, let's add - {{context.customer.custom["Discount"]}} and {{context.customer.custom["Discount Code"]}} to replace variable 3 and coupon code variable of the limited-time offer template we're using.

Creating A Segment Using Tags

The easiest way to send a broadcast to all the contacts you just imported is to add a tag like, "loyal-customers" in the "Tags" column for all the customers.

Then we create a segment for all these customers, like this โ†’

Note: You can find our more detailed guide to broadcast on Spur here.

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