Uploading a Contact List to an Email Campaign

Edited

Summary

Uploading a CSV list to a campaign is an easy way to enroll contacts into a campaign if you do not have a connector setup to another data source such as AMS or email marketing platform.

Within the campaign, on the Enrolled Contacts tab, click the Upload Contacts to upload a CSV list of your contacts. The CSV list must include a header row (labels on the columns). At the very least, the file must include Name and Email.

After you select your CSV file, you will map the fields from the file to PropFuel fields, then you will be shown a preview of what will be imported. At the very bottom of the preview, you have the option to select ADD to the campaign, REMOVE from the campaign or IMPORT ONLY. Once you are ready to perform your desired action, click Import Contacts. The import can take from a few seconds to several minutes, depending on how large the list is.

When two contacts share the same email address, they will automatically be merged into a single contact upon reaching PropFuel. This ensures that your communications are sent only to unique contacts.

What You’ll Need

  • File type: .csv (comma‑separated values) only. Excel or text lists must be saved/exported as CSV before upload.

  • Must-have:

    • An email address column (without this, PropFuel won’t know who to email),

    • A header row (for example: email,first_name,tag,enrolled_date).

    • Make sure each contact goes on its own row.

  • Required field mapping: Email (used to identify and email the contact).

  • Optional system fields mapping: Full Name, First Name.

  • Optional custom fields mapping: Any fields you’ve created under Settings → Custom Fields for personalization and data on the contact record (e.g., Expiration Date).

  • Optional metadata mapping: Tag(s) and Enrollment Date.

Step 1: Prepare Your CSV

At the very least, include each contact’s email. Then add any other info you’d like to use in your campaign.

Common columns include:

  • email (required)

  • full_name or first_name (optional)

  • Custom fields you’ve already created in PropFuel (e.g., expiration_date) (optional)

  • tag (optional)

  • enrolled_date (optional – to control when a contact joins a sequence)

Step 2: Upload & Map

  1. Go to your Campaign Enrolled ContactsUpload Contacts.

  2. Choose your CSV file. PropFuel will show you a quick preview.

  3. Move to Mapping:

    • System fields (required): Map your email column to Email. You can also map name fields if you have them.

    • Custom fields: Match any CSV columns to custom fields you’ve already created. These can be used as tokens in your emails (like "Dear First Name").

    • Metadata:

      • Tags: If your CSV has a tag column, map it to automatically apply those tags.

      • Enrollment Date: Use this to place people at the right spot in a campaign sequence (for example, skipping the first check-in if they’re already past that point).

  4. Click Save Mapping & Review.

Step 3: Choose What to Do With Your List

On the Review screen, you’ll choose one of these options:

  • Add to Campaign – Enroll the contacts directly into the campaign.

  • Remove from Campaign – Take contacts out of a campaign.

  • Import Only – Add them into PropFuel’s contact database without adding or removing them from a campaign.

Click Save to start the process.

Step 4: Double-Check Your Results

After processing, PropFuel will give you a summary:

  • Total contacts added

  • Any duplicates found

  • Any errors (like an invalid email format)

You can also:

  • Open a contact’s record to see tags and field values applied.

  • Check your campaign’s Enrolled Contacts list to confirm they’re in.

Tips & Troubleshooting

  • Upload not working? Make sure your file is saved as a CSV.

  • Can’t find a field to map? Create the custom field first under Settings → Custom Fields, then re-upload.

  • Tokens not working (like “Dear First Name” showing up blank)? Check that you mapped the CSV column to the right PropFuel field.

  • Need to skip steps in a sequence? Use the Enrollment Date column.

  • Invalid emails? Fix them in your CSV and re-upload.

If at any moment you need any assistance, please don't hesitate to reach out to us at support@propfuel.com!

Related

Advanced Contact Importing in PropFuel

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