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. [phone]).

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
[phone],Jane,12345
[phone],John,12346
[phone],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.

Phone numbers must include the country code (e.g. +1 for the US, +44 for the UK). Numbers without a valid country code may fail to deliver.

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.