If you're setting up a Date-Based Promotion (e.g., a birthday campaign) in Co-Kinetic, it's essential that your CSV file is formatted correctly—especially the date column.
📥 Download the CSV Template
To make this process easier, we've provided a ready-to-use CSV template with the correct formatting.
👉 Download the CSV template here
This file will be empty except for the column headers when you download it, so you’ll need to add your own data.
📌 Step 1: Add Your Test Data
Before uploading your full contact list, we recommend testing the process with a single row of data:
1️⃣ Open the CSV template.
2️⃣ Enter a test First Name, Last Name, Email (put your own email in for testing), and a Promotion Date (set to tomorrow’s date for testing).
3️⃣ Save the file.
📌 Step 2: Format the Date Column Correctly
Excel can be tricky with dates, so follow these steps to ensure it’s in the correct format:
1️⃣ Right-click the Promotion Date column.
2️⃣ Select "Format Cells."
3️⃣ Go to the Date category.
4️⃣ Scroll down and select the format:
YYYY-MM-DD (Year-Year-Year-Year-Month-Month-Day-Day) with hyphens.
5️⃣ Click OK, then save your file.
💡 Note: Even if Excel reverts back to slashes (YYYY/MM/DD) when reopening the file, as long as you set it correctly before uploading, it will work in Co-Kinetic.
📌 Step 3: Upload to Co-Kinetic
1️⃣ Go to Revenue Hub > Create a New Clinic Promotion
2️⃣ Upload your CSV file.
3️⃣ Choose the correct date format from the dropdown options.
4️⃣ Click Save—and you're good to go!
💡 Tip: If you get an error about invalid date formats, double-check that your file is saved as a CSV and that dates follow the YYYY-MM-DD format.
🎬 Tutorial Video