Skip to content
Marketing

Import guests from a CSV file

Upload a CSV of guests, tag them, match your columns, track the import, then send a campaign to just that list.

2 min read

In short: go to Marketing › CSV Uploads, upload your .csv, choose venues and a tag, match the Email column, then click Upload CSV.

where to find it

Before you start

Only import guests who have agreed to receive your marketing. Save the file as a comma-separated .csv with one header row. Your headers can be named anything, as you match them yourself.

Upload your file

  1. Go to Marketing › CSV Uploads.
  2. Click Upload and choose your .csv file.
  3. Choose at least one venue under Venues.
  4. Under Tags, add a tag for this list, or click Create a new tag. The tag is how you find these guests later.
  5. Click Next.
  6. Under Map your columns, pick your file's column for each field. Email is required. You can also match First name, Last name, Phone, Date of birth, Postcode and your custom questions.
  7. Click Upload CSV.
email is the one column you must match

Send a campaign to just this list

  1. Build an audience with Add condition on the tag you gave the upload. See build an audience.
  2. Choose that audience when you send. See send your first email campaign.

The guests also join everyone else in your guest list.

Check it worked

You see CSV uploaded successfully!. The Status moves to Complete on its own.

If it does not work

It shows Partial or Failed

Partial means some rows did not import. Failed means the import did not finish. Check those rows have a valid email address, then upload just them again. Guests are matched by email, so nobody is added twice.

It sits on Processing or Batching

Large files take a while. The status updates on its own, so wait before you upload the file again.

Next or Upload CSV is greyed out

Next needs a venue. Upload CSV needs a column chosen for Email.

It says Error parsing CSV file. Please check the file format.

Save it as a comma-separated CSV with one header row, then try again.

The guest count did not go up

Guests already in Stampede are matched by email and not added again, so the total only grows by new guests. Audience counts update when you click the refresh button on the audience's row.

Email support at agent@stampede.ai with:

  • Your organisation name and the venue.
  • The file, and the date you uploaded it.
  • The status shown on the upload.

Good to know

  • Upload one file at a time.
  • Moving guests' visit history from another system? Email support with the export from that system.
  • Only Admin, Moderator and Marketing can see CSV Uploads.

Still stuck, or have account-specific questions?

  1. Log in to stampede.aiWith your usual details.
  2. Hold Command, press /On Windows, hold Control (Ctrl) and press /.
  3. Ask the agentIt answers about your own venues and account.
Log in to stampede.ai