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How to create Skyp AI campaigns from Salesforce lists

If you have a list in Salesforce and want to send an AI email campaign to it, here's how

Alexander Shartsis avatar
Written by Alexander Shartsis
Updated over 4 months ago

It is easy to use your Salesforce contacts in an email campaign on Skyp.

  1. In Salesforce, generate a report. Here is the Salesforce help article on this.

  2. Export that list as a CSV (comma separated file).

  3. Log into Skyp.ai and create a campaign

  4. On the Choose Contacts page, select "Upload CSV" in the upper right

  5. Choose your CSV and click "open" (on Mac)

  6. The contacts will be uploaded to your Skyp account and added to your campaign.

Note that the new Salesforce Lightning experience may make Step 1 much easier to do.

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