# SMS CSV Formatting

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**.

{% hint style="warning" %}
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.
{% endhint %}

{% hint style="info" %}
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.
{% endhint %}