If your CRM is not currently available in our list of integrations, or you simply would rather not connect your CRM to Userled, you have the option to import your account lists via CSV. This is also helpful if your target lists reside in a different tool like an email outreach, marketing automation or enrichment provider.
When importing target lists via CSV, Userled will make the column headers in your CSV available as variables within the editor to personalise your experiences. It's important that the CSV is formatted properly and you add all the information you'll need for personalisation.
Prerequisite: Format your CSV
It's important to format your CSV properly so you don't run into any issues.
Headers: Userled requires that the first row of your CSV be headers. Userled uses these headers as variable names within the editor.
Domains: Userled requires that the first column of the CSV contain the domain of the account. For example, if you are targeting tesla, the first column of the row for Tesla should contain
tesla.com. Userled uses the domain as a unique identifier for the account. We also use the domain for enrichment.
Note: It's important to double-check and make sure that there aren't any empty headers or duplicated columns or rows, otherwise you might run into some problems when you go to upload.
Use your CSV's column headers as variables
The column headers you add to your CSV are available to you as variables in the editor to personalise your experience for your target accounts.
If you have any questions, we’re here to help! Please feel free to contact us at any time, either through our Slack Community or via support@userled.io