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Contacts

Add, import, manage and search your contacts efficiently.

Contacts

Your personalized campaigns utilize the contact data you feed into them. This section covers how to upload and manage your contacts in PitchKraft.

Importing a contact list

Before sending any emails, you need to tell PitchKraft who to send them to. Typically, you’ll have a spreadsheet or CSV file of prospects or clients. You might want to export that from your CRM, if you use one. PitchKraft makes it easy to import that list.Supported File Format: Prepare a spreadsheet or CSV file with a header row (the header row shows the column/field names).


What columns/fields can you import? The only essential columns are Full Name and Email address. However, the more columns you provide, the more information PitchKraft has to create hyper-personalized emails.


Including more fields can help the AI personalize better. Other columns that are very useful are the Job Title of the contact, Company (company name that the contact works at), Location (location of the contact), LinkedIn URL (LinkedIn profile page of the contact), and Company website (website of the company).

Step-by-step to import

  • Click on contacts in the left navigation menu.
  • On the contacts page, click the Create a list button.
  • Select your file from your computer or drag and drop it in. Any file with .xlsx, .xls or .csv will do.
  • These are the most common files for holding contact data.
  • PitchKraft will preview the file and show you how the columns ‘map’. The name above the pick list is a PitchKraft column, and the pick list shows the column headers identified in your file. PitchKraft will try and map its columns to yours. Make sure the columns correspond or change them as necessary. If you don’t want a column to be imported then leave it as — Do not include –.
  • Click continue to preview to confirm.
  • Check that the actual data in your list matches the correct columns. If not, then click on Back to mapping; or, if it looks good, then click on Process & save data.
  • Enter a file name for your data. Use something distinctive which identifies the data, but you can always change it later. A description is useful but not mandatory. Click on Save data, and that’s it.

You will now see your list in the Lists grid. Each contact list shows the number of contacts, a default folder, creation date, and the description (if you added one). You can click on the list name to view the contacts or click on the Action icon to view, edit, download the data to your device as a spreadsheet, or delete it

Why would you want to download the data to your device as a spreadsheet when you have just imported it?

You may have processed the data in Kraft Emails so data such as Email subject and Email body will be populated and you might want to import that back into your CRM.

Viewing contacts:

When you open a list, you’ll see a table of your contacts. Each row will show fields like Name, Email, Company, etc. You can Show/hide columns as you prefer.

Tips and tricks

Include as many relevant contact fields as possible, such as job title, company, and LinkedIn URL, to unlock deeper personalization. Always double-check column mapping during import to avoid cleanup later and ensure higher-quality emails.

Contact segments

If you have a large contact list and want to target specific subsets (e.g., only clients in the Tech industry, or only a certain job function), you can create segments. Use the Search box to filter by, for instance, ‘CEO’. Click the top check box to select all the filtered contacts (or select individually) then click on Create segment, name your segment (e.g., “All CEOs”), add an optional description of the segment and click Save segment — This segment will now appear in the Segments tab and behaves just like a list.

 

Segments are optional but powerful for targeting. If you don’t see a segment feature you need, you can also split your contacts into multiple files and upload them separately as needed.

Tips and tricks

Use segments to run focused campaigns with sharper messaging and higher response rates. Save frequently used filters as segments so you can reuse them instantly without re-uploading contact lists.

Tips for contact management

  • Keep data clean: Remove invalid emails before uploading. Try to eliminate duplicates. If duplicates exist across lists (e.g., the same person in two different uploads), and you campaign both lists, that person could get two emails. Be mindful of overlap.
  • Target properly: PitchKraft helps by personalizing content which inherently is more compliant with legitimate interest requirements of privacy laws such as GDPR/CCPA than non-personalized bulk emails, but still, always ensure you are targeting prospects that may well want to hear from you. Spend some time really getting the most out of PitchKraft’s email personalization campaign skills.

Contact upload troubleshooting

    • Upload fails or freezes: If your file isn’t uploading, check the file size. Very large files could take longer or hit limits. Try splitting into smaller files. Also ensure it’s in a proper format (.xlsx, .xls or .csv).
    • Garbled text: If you see strange characters after upload, it might be an encoding issue. Ensure your CSV is UTF-8 encoded (especially if it contains international characters).
    • Columns mapped incorrectly: If after importing you see, for example, email addresses in the Name column, the header row might not have been detected properly. Make sure the first row of your CSV has clear headers like “Email”. During the upload mapping step, correct any mismatches.
    • Accidentally uploaded wrong list: Simply delete it (if you haven’t used it in a campaign yet) and upload the correct one.
Feel free to contact our support via the in-app Live Chat if you encounter any issues. Our team can assist in formatting your file correctly.
With your contacts successfully loaded into PitchKraft, you’re ready for the next step: creating the campaign. This is a two-minute job and we’ll do that in the campaigns section.
 
Target properly: PitchKraft helps by personalizing content which inherently is more compliant with legitimate interest requirements of privacy laws such as GDPR/CCPA than non-personalized bulk emails, but still, always ensure you are targeting prospects that may well want to hear from you. Spend some time really getting the most out of PitchKraft’s email personalization campaign skills.

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