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Bulk Import Contacts with Tags and Custom Fields

Import contacts via CSV, map fields, add tags, and broadcast personalized messages using custom fields as template variables.

Updated over a week ago

Quick Start Video

Watch this video to learn the steps, or continue with the text guide below.

How to Import Contacts

  1. Go to Database

  2. Click Import (top right)

  3. Drag and drop your CSV file or click to upload

  4. Map CSV columns to Spur fields (First name and number are required for import)

  5. Optionally add tags or map columns to custom fields

  6. Click Import and wait a few seconds for contacts to appear


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 import that data into Spur with data of customer's name, number and their custom coupon codes that you want to give them into a custom field

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

You can import the Credits and Discount Code via Custom Fields. Make sure you map whatever column in your CSV that contains the coupon codes with the custom field you want to fill it in.

In the screenshot, I've took 'Business Website' column to be mapped with 'Business Website' custom field that I already had created on my workspace so that I could map it later with the 'Business Website' column from the CSV

Keep in mind that a column can be named anything in your actual CSV file and you can still map it to any field on Spur. So the 'Business Website' column in my CSV needed not to be called exactly that, it could've been named anything but as long as it contained the data of my choice that I wanted to fill in the custom field of my choice I could map it to that.

Now, we can use Custom Fields in place of variables of the message template that you'll be using for the broadcast.

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, "tagnew" in the "Tags" column for all the customers.

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

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

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