There are several reasons why you may want to use a CSV Import campaign. This campaign type relies on a premade list of websites or opportunities that is imported into Pitchbox. Examples as to why you may have an external list could include:
- You have been doing research in Ahrefs and want to pull in this list into Pitchbox.
- You have already prospected manually and generated a personal list of domains or contacts previous to using Pitchbox.
- You have additional personalized information about the opportunities that you want to be displayed inside Pitchbox.
Importing with a CSV File
To run a CSV Import campaign, you will need a .csv file containing contacts or domains that you would like to import into Pitchbox. This file can include URLs, email addresses, or a combination of both (including any personalization data along with it). These lists can be created in a Microsoft Excel or Google Sheet document, but must be saved as a .csv (comma-separated value) file to be imported.
When creating the campaign, fill out the necessary information as desired and upload your .csv file. Select 'Yes' for headers and then click the 'Import' button.
Once your list has been imported, you will see all of your header columns appear under 'Name' - input the name of the columns in your .csv file and connect it to the corresponding action. Pitchbox will try to match actions to these headers for you.
You will need to match additional columns that may fall under the category of a 'New Personalization Field' (e.g. Blog Name, Blog Type, etc). Use the 'New Personalization Field' option for any information that you will want to use in your template when sending your outreach. The information that you import will also display on the table in the Workflow.
If there are any columns that you do not want to import from your file, simply choose the action 'Ignore'.
When you click 'Next', you will be prompted to consolidate your opportunities. If you have multiple email addresses from the same domain, you will be given the option to merge them together into one opportunity. You can do this by checking the emails you’d like to consolidate and pressing the 'Consolidate' button.
When importing email-only opportunities, you will be given the chance to name these opportunities as you see fit in the Personalize stage (i.e. Bob at Pitchbox).
Importing with Plain Text
You are also able to import utilizing our plain text box to input your domains or contacts (or both). Click the tab that says 'Plain Text' shown below, then copy and paste your opportunities in the text box.
Once you’ve added your list to the plain text field, select 'Next' and, if you have any email addresses with the same @domain.com, you will be prompted to either consolidate them into one opportunity or skip.
Just like with CSV imports, you will be given the chance to name these opportunities as you see fit in the Personalize step (i.e. Bob at Pitchbox).
If you’re importing domains and email addresses, and would prefer that the system doesn't find additional email addresses, check out this article.