Import Contacts and Run a Bulk Campaign

Upload a CSV of contacts, save them as a segment, and send a WhatsApp bulk campaign — all in a few minutes.

In this guide you’ll import a CSV file of contacts into Swiftsell, filter them by the auto-generated import tag, save that filter as a reusable segment, and fire a WhatsApp bulk campaign to the entire group.

What you’ll build

• A contact import with automatic tag-based organisation
• A saved segment scoped to the imported contacts
• A bulk WhatsApp campaign sent to that segment

Prerequisites

• A CSV file with at least a phone number column (international format, e.g. [phone])
• An approved WhatsApp template ready to send (create one here)
• A WhatsApp Business number connected to Swiftsell (Settings → WhatsApp)

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Step 1 — Import your CSV

1. Go to Audience in the sidebar and click Import.
2. Upload your CSV file. The first row must contain column headers.
3. On the mapping screen, match each CSV column to the correct Swiftsell attribute:

CSV column	Swiftsell attribute
phone	Phone Number
email	Email
country	Country
address	Address

Skip any column you don’t need by leaving its mapping blank.

4. Click Next to start the import.

The import runs in the background. You’ll receive an email notification when it finishes — for small files this usually takes under a minute.

Contacts whose phone number already exists in your Audience won’t be duplicated; their attributes will be updated with the values from the CSV instead.

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Step 2 — Find your imported contacts by tag

Every import automatically tags all imported contacts with the original filename + timestamp (e.g. sample_contacts_2025-03-26T10:30:00). This makes it trivial to isolate a specific import.

1. After the import completes, refresh the Audience page.
2. In the filters panel, add a Tags filter and select the tag that matches your import file name.
3. The contact list will update to show only the contacts from that import.

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Step 3 — Save as a segment

Rather than re-applying the tag filter every time, save it as a named segment you can reuse in campaigns.

1. With the tag filter active, click Save Segment.
2. Give the segment a descriptive name, e.g. CSV Sample Contacts.
3. Click Save.

The segment now appears in your segment list and is available as a campaign audience target.

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Step 4 — Create a bulk campaign

1. Go to Campaigns in the sidebar and click Create Campaign → Bulk.
2. Under Audience, select the segment you just created (e.g. CSV Sample Contacts).
3. Click Add Action → Send WhatsApp.
4. Choose your approved WhatsApp template and select the sending WhatsApp Business number.
5. Review the recipient count and message preview.

Once a bulk campaign is deployed it cannot be stopped or modified. Double-check the template and audience before clicking Deploy.

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Step 5 — Deploy

Click Deploy. Swiftsell immediately starts sending the WhatsApp message to every contact in the segment.

You can monitor delivery in real time from the campaign detail page:

• Sent — messages dispatched to WhatsApp
• Delivered — confirmed delivered to the recipient’s device
• Failed — check error logs for details (invalid numbers, opt-outs, etc.)

Once the campaign completes you can download a full CSV log with per-contact delivery status.

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What’s next?

Filters & Segments

Build more advanced segments using attributes, behavior, and multiple filter conditions.

Trigger Campaigns

Set up automated campaigns that fire when a contact meets a condition, instead of all at once.

Create WhatsApp Templates

Learn how to write and submit templates for WhatsApp Business approval.

Audience Overview

Understand how contacts, attributes, and segments work together in Swiftsell.