Email is our only REQUIRED field. However the more information you load the more useful the contacts database will be. Follow the instructions to upload a .csv or Excel file. Make sure your data is clean. All email addresses should be formatted properly. First and last names must be in separate columns. The first name will be populated in the email so make sure they are proper first names with appropriate formatting (i.e. not all Caps, no middle initials, etc.). Ensure there are no “notes” or placeholders in the First Name field. If you do not have the first name, leave it blank. Retreva will still send the email.
You should have at least a valid first name and email address for each contact. Retreva recommends that you upload (at a minimum) for each contact:
- First Name
- Last Name
- Company
- Email Address
Additional fields may be uploaded as well.
Note that if you have multiple spreadsheets to upload, you must upload them individually. You can select the same group name to combine multiple lists into a single Retreva® Contact Group. You can also populate a Group_Name column to load contacts from one spreadsheet into multiple sheets.
Below is a link to a blank spreadsheet that can be downloaded. This contains our most popular fields. However, Retreva supports many data points, so you can load additional columns and map the data to a Retreva field.
