Set Up Your Contact List

This article explains how to properly set up your contact list in Google Sheets, including the required format and best practices.

1. Column Headers:

   • The first row of your sheet must contain column names (headers). These headers act as merge tags in your email templates.
   • Example: First Name, Email, Company, etc.

2. Email, CC, and BCC Columns:

   • A column with email addresses is required. The column name can be anything (Email, Recipient Email, etc.), but it must be consistent.
   • Optionally, you can also add CC and BCC recipients by creating columns (e.g., CC, BCC).
   • Each cell can contain only one email address for now. Support for multiple addresses in a single cell (e.g., abc@example.com, def@example.com) is coming soon.

3. Attachments Column:

   • If you want to send personalized attachments, add an Attachment column.
   • Each row should contain a Google Drive shared link to the file.
   • Learn more about personalized attachments.

4. One Contact Per Row:

   • Each row should represent a single contact.
   • Avoid merging cells or using multi-line entries in a single row.

• Reuse the same sheet for repeat campaigns – If you’re emailing the same contact list again, reuse the same sheet. Each campaign adds STATUS and LOGS columns, allowing you to track multiple campaigns in one place.
• Use a new sheet for different contact lists – If you’re working with a completely different contact list, create a new sheet to keep data organized and avoid confusion.
• Add new contacts at the end – Avoid inserting rows in the middle of a sheet when a campaign is in progress, as it may cause tracking issues. Instead, add new contacts at the end of the sheet.
• Keep data clean – Remove duplicates and ensure there are no empty rows within your list to prevent errors.

Next, learn how to manage your contacts effectively.