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  3. Getting started with uploaded lists

What format should my CSV file be?

When importing a CSV, you'll want to make sure it's formatted properly to successfully upload your List.

The first column should be titled: first_name

The second column should be title: last_name

The third column should be titled: email

Optional column: phone_number

Workshop also supports uploading custom attributes to be used for targeting communications or personalizing emails. Include columns with information like department, title, salary, etc. Read more about how to utilize CSV uploads.

If you would like to download a template for the CSV importer, you can find one here:

Sample Workshop CSV file