How do I import leads from a CSV?

Leads are imported straight into a campaign. Open the campaign, go to its Audience tab and click Import leads (or use the upload box in step one of the New campaign wizard). Drop in your CSV file, point one column at Email, match any other columns you want, and click Import. Your column names can be anything.

Steps

1. Export your list as a CSV file. From Excel or Google Sheets, choose File > Download > CSV (or Save As > CSV). .csv, .tsv and .txt files work. Excel files (.xlsx, .xls) do not, so convert them first.
2. In Warmerly, open Campaigns, pick the campaign and go to the Audience tab. Click Import leads. For a new campaign, the same importer is in the first step of the wizard after you click Create draft.
3. Drag your file onto the box, or click Choose a file. You can also click Paste instead and paste rows copied from a spreadsheet.
4. Match the columns. Warmerly guesses the obvious ones (like "Email Address" or "Company Name"). For each column choose one of: Email (required), First name, Last name, Company, Website, Import as custom field or Don't import.
5. Check the live count above the table: rows, valid emails, duplicates and skipped rows.
6. Click Import. The button shows how many leads will be added.
7. Read the result: how many leads were added, how many were already in the campaign, and how many were rejected as undeliverable.

Use your columns in emails

Every column you import as a custom field becomes a merge tag. A column called "Job Title" becomes {{Job_Title}}, and you can rename the tag before importing. The standard fields become {{firstName}}, {{lastName}}, {{companyName}} and {{email}}. Add them to your emails with Insert variable in the sequence editor.

A Website column is also used to research each lead when you write with the {{ai_opener}} tag.

What gets cleaned up for you

• Rows with a missing or broken email address are skipped.
• Duplicate addresses in the file are removed (the first one is kept).
• Leads already in the campaign are not added twice.
• Each address gets a free quick check on import. Addresses with no mail server or from disposable providers are dropped, because they would bounce. This does not use your verification allowance.
• Unsubscribed and bounced addresses can be imported, but they are never sent to. Warmerly checks the suppression list right before every email.

For a deeper check (like mailbox-level verification), run the list through Email verification first. See the Verify API.

How many leads can I import?

Each campaign has a lead limit that depends on your plan: 500 on Free, 2,500 on Starter, 25,000 on Growth and 100,000 on Agency. Importing from your own CSV never uses your lead export allowance. See Plans and limits.

Common problems

"... is a spreadsheet, not a CSV". You uploaded an Excel or Numbers file. Download it as CSV and try again.

The Import button stays greyed out. No column is set to Email. Pick the column that holds the addresses and choose Email (required).

"This campaign holds ... leads, so ... more will not fit". The list is bigger than your plan's per-campaign limit. Split it across two campaigns, or upgrade.

Merge tags send as blank text. The tag in your email does not match a column name. The sequence editor warns you about tags that do not exist, so check the spelling.

Related

• How do I launch my first campaign?
• Leads API and Campaigns API for importing from code
• Suppression