SMS CSV Formatting

Format your CSV file correctly for Zigpoll SMS campaigns

When running a Zigpoll SMS campaign, you can upload a CSV file instead of entering phone numbers manually. This lets you attach custom metadata to each recipient, which gets stored alongside their survey responses.

Creating Your CSV File

  1. Open a spreadsheet tool (Excel, Google Sheets, etc.).

  2. Add a column called phone. This column is required and should contain the phone numbers you want to text. Include the country code (e.g. +15551234567).

  3. Add any additional columns for metadata you want to track alongside responses.

Special Column Names

The following column names have special meaning in Zigpoll:

Column Name
Purpose

phone

Required. The recipient's phone number with country code

shopify_customer_id

Links the response to a Shopify customer profile

shopify_order_id

Links the response to a specific Shopify order

Any other columns you add will be stored as custom metadata on the participant's response.

Example CSV

phone,first_name,shopify_customer_id
+15551234567,Jane,12345
+15559876543,John,12346
+447700900123,Sarah,12347

Uploading Your CSV

  1. Go to Surveys and select your survey.

  2. Click Actions -> Send SMS.

  3. Switch to the CSV Upload tab.

  4. Upload your formatted CSV file and click Send SMS.

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We recommend starting with a small test batch before sending to your full audience. SMS campaigns count against your monthly SMS limit, so verify everything looks correct before scaling up.

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