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Create Effective Campaigns with CSV Uploads
Create Effective Campaigns with CSV Uploads

Learn how to make the most of CSV uploads in Meet Alfred to supercharge your campaigns.

Jessika Varela avatar
Written by Jessika Varela
Updated over a week ago

Depending on your Meet Alfred. subscription, you'll be able to create campaigns using CSV files.

To add leads via CSV upload, select the CSV Upload option and then drag and drop your file or click on the CSV Icon to upload your list.

▶️ Want to see how it's done in action? Check out our video tutorial below for a step-by-step guide on creating a LinkedIn CSV campaign.


How It Works

⚠️ In order for Meet Alfred to validate your CSV file, please ensure that the LinkedIn profile URLs, email addresses, and Twitter handles are always placed in the first column (A column).

1. You have the option to use CSV uploads for a variety of Meet Alfred Campaign types, allowing you to upload up to 5,000 contacts per CSV including:

LinkedIn and Multi-channel campaigns: Upload a CSV file with the LinkedIn profile URLs of your target leads.

Email campaigns: Upload a CSV file with the email lists of your target leads.

Twitter campaigns: Upload a CSV file with the Twitter handles of your target leads.

2. Proceed to build your campaign and include the necessary steps.

3. Once you're done, simply click "Next," provide a title for your campaign, and hit "Publish."

⚠️ When adding more leads to an existing campaign using the CSV file upload method, the format of the previous CSV file used when the campaign was originally created must match the format when adding more leads to your existing campaign.


Custom Snippets or Variables using CSV

You can upload a CSV file containing additional data like First name, Last name, Company name, and Website URLs for personalization purposes.

To access custom variables, follow these steps:

  1. Upload your CSV file.

  2. When creating your campaign messaging, click on 'Personalize'.

  3. Select the variables of your choice.

⚠️ The snippets/variables from the CSV will always follow the format of the first CSV file you imported.


Troubleshooting a CSV

Option 1: Use Notepad or Wordpad to update the list separator to a comma.

  1. Right-click on the file and select Open with Notepad or Wordpad.

  2. Click on the Edit menu and choose Replace.

  3. Enter a semicolon ';' into the Find what box.

  4. Enter a comma ',' into the Replace with box.

  5. Click the Replace all button.

  6. Close the Replace window.

  7. Save the file as a .csv.

Option 2: Set the default list separator symbol in the Regional Settings to a comma (applicable for Windows computers).

  1. Click the Start menu.

  2. Open the Control Panel.

  3. Select "Clock and Region".

  4. Click on "Change date, time, or number formats."

  5. Choose "Additional settings".

  6. In the List separator field, change it to Comma (,).

  7. Click Ok and restart the computer if prompted.


If you have any questions, don't hesitate to contact our customer support team available 24/7 using the chat bubble on your screen, or email us at [email protected]. We're always happy to help! 😊

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