Format a .CSV for Mail Merge

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Heres a few tips to ensure you successfully upload your .CSV to Mail Merge.

 

In this section:

Step One:.CSV Best Practices

Step Two: Upload .CSV to ContactMonkey sidebar 

 

 

Step One: .CSV Best Practices 

  • First column is entitled "Email", and has the recipient's email addresses 
  • Emails formatted correctly: all have domains, no spaces before/after
  • Column Names: Must be one word, no spaces ( e.g. "Company Name" will not be accepted, but "Company" or "CompanyName" will)
  • NO duplicate email addresses 
  • remove columns not being used as a merge field 
  • File saved as CSV (Comma delimited) (*.csv).

 

 

 

Step Two: Upload .CSV to ContactMonkey Sidebar

Use ContactMonkey's CSV validator to ensure it is formatted correctly. To do so upload your CSV to the ContactMonkey sidebar.

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Feel free to download our sample CSV file as an example below.

 

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