1️⃣ Prepare Your File
Before importing your file into WAX, it’s crucial to prepare it correctly:
Rename Columns:
The column containing phone numbers must be named
phone_number
.The column containing first names must be named
first_name
.
Add Custom Variables:
If you have specific data you want to use to personalize your messages, add a corresponding column to your file.
2️⃣ Create an Attribute in WAX for Your Custom Variables (Only if you have data to personalize your flow)
In WAX, open the flow of your campaign.
Click the option to add a new attribute (Add Attribute).
Name this attribute exactly the same as the corresponding column in your file (e.g.,
hair color
) and click Create.
You can then use this attribute in your messages to personalize the content by inserting dynamic variables.
3️⃣ Export Your File as CSV
Once your file is ready and correctly formatted, save it in CSV format.
4️⃣ Import Your File into WAX
In WAX, go to the Audience > Profile tab.
Click Add > Import contacts from CSV, and select your CSV file.
After importing the file, create a contact list:
Name your list (e.g., wax demo hair color).
Optional: Add a tag to identify members of this list (useful for excluding these contacts from other campaigns or managing tickets in the inbox).
Click Import.
After clicking "Import CSV file", your file will show the status 🟣 In Progress. This process may take a few minutes as WAX creates a contact profile for each row in your file. Once completed, the status will change to 🟢 Approved.
If the label "🔴 Failure" appears:
Click View to check the reasons for the failure.
Verify common errors, such as improperly formatted column names (they must be exactly
phone-number
andfirst-name
, without extra spaces or typos).If the issue persists after correction, contact your Customer Success Manager (CSM) for assistance.
5️⃣ Verify the Import and Schedule Your Campaign
Once the import is successful, go to the Audience List tab to confirm your list is present.
Navigate to the Campaigns tab for the campaign you wish to send.
Select the newly imported contact list.
Schedule and launch your campaign.