When uploading contacts to Skyp.ai, you can upload as much or as little as you like. The AI will generally figure out what you are trying to upload and will do its best to match fields properly.
Any contacts that are missing key information will be flagged (and held for review, not added to your contacts).
Any duplicate contacts will be merged on upload. You don't have to do this manually–it just happens automatically via AI.
Warning! If you upload new "additional context" to an existing contact, it will overwrite the existing context. If that contact is in another campaign future emails will reference the new context.
Minimal Template
The minimal template includes only the essential fields required to import contacts and begin sending campaigns. This is ideal for quick imports when you have limited information about your contacts.
Required field:
email
Note: we recently changed the requirements to ONLY require email. It is obviously not very personal if there's nothing else about a contact (first name, job title, company, etc.) but if you are exporting from a system that only has email, you can now directly upload to Skyp. If you upload a list later wtih that email and additional information, it will automatically be merged into the same contact.
Example CSV format:
email,first_name,last_name john.doe@techcorp.com,John,Doe jane.smith@startup.io,Jane,Smith mike.jones@company.com,Mike,Jones
Optimal Template
The optimal template includes a comprehensive set of fields that enables the most engaging and personalized email campaigns. Use this template when you have detailed information about your contacts and want to maximize the relevance of your outreach.
All available fields:
email
first_name
last_name
title
company
location
linkedin
twitter
context
Context is where Skyp shines - you can add a LOT to this field, and Skyp's AI will follow your direction in the Goal or Body Prompt to incorporate it intelligently into your emails.
Example CSV format:
email,first_name,last_name,title,company,location,linkedin,twitter,context
john.doe@techcorp.com,John,Doe,VP of Engineering,TechCorp,San Francisco CA,https://linkedin.com/in/johndoe,@johndoe,"Led team that increased deployment speed by 40%. Previously at Google. Interested in DevOps automation and scaling infrastructure."
jane.smith@startup.io,Jane,Smith,Head of Product,StartupIO,New York NY,https://linkedin.com/in/janesmith,@janesmith,"Product leader with 10+ years in SaaS. Built product from 0 to 10k users. Passionate about user experience and growth strategies."
mike.jones@company.com,Mike,Jones,CTO,InnovateNow,Austin TX,https://linkedin.com/in/mikejones,@mikecodes,"Technical founder. Raised Series B. Building AI-powered analytics platform. Previously founded two successful exits."
Optimal Fields Explained
With the exception of Email, LinkedIn, and Twitter, there are no formatting requirements. The data is fed to an AI whenever used, so if the location is "123 Market St, San Francisco, CA 94115" or "down the block" the AI can still reference it.
Each field can vary somewhat from what is indicated in the example. For example, "Additional context" or "Contact context" will both be mapped to the Context field. FirstName, First Name, First_name, etc. will all map to the first_name field.
Try uploading a sample of what you have before you spend a lot of time manipulating field names–chances are the AI will figure it out.
email - Required for sending campaigns
first_name/last_name - For personalization
title - Shows their role/seniority for relevance
company - Company context for tailored messaging
location - Geographic context (text field–does not need to be structured.
linkedin - URL - Professional profile validation
twitter - URL - Additional social context
context - Most important for AI personalization! Includes information about them known to the public or your own proprietary information from your CRM or other sources. Examples include: recent social posts, appearances, achievements, pain points, interests, background, current projects, goals, recent purchases from you, recent interactions or meeting notes/summaries, or any relevant information that helps create highly targeted, relevant outreach.
Context
The context field can include as much or little (no) additional context on that contact. You can tell Skyp what to do with that context in the Goal or the Body or Subject prompts.
For example, if you tell Skyp as a goal:
I want to reach out to customers from six months ago to see if they would want to purcahse from something they bought previously again. I've included a list of previous purcahses in the Context field.
It will understand what that context is and write emails appropriately.
If you include a lot of additional context, note that it can be harder to predict what the AI will craft as emails. Check enough sample emails before you send to be sure that the context was understood by Skyp and translated properly. You can use the various prompt editing tools to adjust, or cut back on some of the context.
Updating contacts
If you upload new information for a contact, such as a last name that was not previously uploaded in Skyp, it will automatically merge that with existing information.
The system will not overwrite existing information. Yu can click on each contact and edit by hand at this time. If you'd like this functionality just reach out via the support chat widget or email us, and we'll investigate.