Import leads and merge tags

Leads come in as CSV files, and the columns you upload are what make personalization possible. Every header becomes a merge tag, so a clean, well-labeled spreadsheet gives you more to work with in your messages.

Import a CSV

1. Open Leads and choose Import.
2. Upload your CSV and map each column. Standard fields like name and handle are detected for you.
3. Any column that is not a standard field becomes a custom variable. A header called topic becomes {{topic}}.
4. Import runs with automatic de-duplication by handle, so re-uploading a list will not create copies.

Using merge tags

In any message you can write built-in tags like {{first_name}} and {{company}}, plus any custom column you imported. At send time each prospect gets their own version with the values filled in. There is no AI guessing involved. You write the template and the data decides the output.

Organizing leads

• Tag prospects and build smart lists from saved filters.
• Use bulk actions to tag, assign, or enroll many leads at once.
• Open a prospect to see their fields, tags, and full message history.