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Chapter 06 · Part 1

How to Compose a CSV File

Before you upload, your file needs the right column order and your message needs the right personalisation tokens. Start from the sample file, then write a message that fills in each recipient’s details automatically.

Formatting your CSV

This goes hand-in-hand with CSV Compose. Beginning from the sample file keeps your columns lined up with what iSMS expects.

The CSV journey

Prepare list

Excel, OpenOffice or Gmail

Format

Phone first, fix numbers

Save as CSV

Comma-delimited .csv

Upload

To CSV Compose

Send

Now or scheduled

  1. 1

    Download the CSV sample

    On the CSV Compose tab, click CSV Sample (Download CSV Sample) to get a correctly formatted template to start from.

    The CSV Compose page with the CSV Sample download button highlighted.
  2. 2

    Follow the column & token format

    Fill the sample with your data, then write your message using the matching tokens. iSMS swaps each token for that row’s value when it sends.

    Example CSV columns mapped to personalisation tokens.

How personalisation works

Drop tokens into your message and each recipient gets their own version:

Your message (template)
Hi %name%, your credit balance is %amount%, please make payment to %string1%.
iSMS fills in each row from your CSV
What that recipient receives
Hi JOHN, your credit balance is 300, please make payment to test.
Need the full column list? See CSV Compose for the complete column map (Col A–I) and what each token inserts. Remember the phone number goes in Column A, and row 1 is the header row.
Need help?
Our team is happy to assist with anything in this guide. Contact us →
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