Using our standardized CSV template is the fastest, most reliable way to upload your recipient list. It pre-formats your columns so you can simply paste your details and launch your campaign without column-mapping or file-formatting errors.
Why Use the Template?
Prevents Upload Errors: Ensures dates, country codes, and contact info match Snappy's system requirements automatically.
Eliminates Manual Mapping: Column headers match our default fields, so you won't need to manually assign fields during import.
Speeds Up Campaign Launch: Copy and paste your roster, save as a CSV, and drag-and-drop straight into your campaign setup.
Download & Fill Out the Template
Download the File: Click the attachment at the bottom of this article, or directly from your Dashboard during the upload step.
Add Your Recipient Info: Plug in your team's details while following our formatting guidelines:
Field | Format / Rules | Required? |
First & Last Name | Text | Yes |
Email Address | standard@email.com (Must be unique) | Yes (unless using SMS/Links) |
Country Code | 2-Letter ISO Code in CAPS (e.g., | Yes |
Phone Number | Digits only for SMS delivery (no spaces, dashes, or parentheses) | Optional (or alternative to Email) |
Hire Date / Birthday | MM/DD/YYYY format (Required for automated milestone campaigns) | Optional (unless automated) |
Other fields |
| Optional |
Uploading Your File
Save your completed file in CSV (.csv) format.
Click Upload File and drag-and-drop your template.
Review the import summary and confirm!