What information is needed in the Excel sheet for audience creation?
Campaign Audience Upload File Requirements (MyOperator)
When building a campaign audience in MyOperator, your upload file (Excel or CSV) must follow specific formatting rules. At minimum, it requires a Phone number column. Adding extra fields like Name or custom variables makes campaigns more personalized and seamless.
Minimum Required Columns
Column Header | Description | Required? | Example |
|---|---|---|---|
Phone number | Recipient’s WhatsApp number in international format (with country code) | Yes |
Recommended for Personalization & Auto-Save
Column Header | Description | Required? | Example |
|---|---|---|---|
Name | Customer’s full name (used for personalization and saved to Contact Book) | No | John Doe |
Optional Columns for Template Variables
If your chosen template includes placeholders (e.g., {{1}}, {{2}}, {{3}}), you must include matching column headers.
Example Template:
Hi {{1}}, your payment of ₹{{2}} is due on {{3}}.
Excel Columns Needed:
- Name → {{1}}
- Amount → {{2}}
- Due_Date → {{3}}
Formatting Rules
- Phone numbers must be in international format → e.g., +91XXXXXXXXXX
- Column headers must exactly match → Phone number, Name, or template-specific variables
- Remove:
- Special characters (e.g., dashes, brackets)
- Extra spaces
- Duplicate rows
Best Practices
- Save your file as .CSV or .XLSX before upload.
- Always download the Sample File from the campaign builder to avoid format mismatches.
- Keep headers short, lowercase, and descriptive (name, amount, due_date).
- Validate the file in Excel/Google Sheets before upload—use filters to spot missing or misformatted numbers.
Summary
- Mandatory: Phone number column in international format.
- Recommended: Name column for personalization and auto-save.
- Optional: Extra columns for template variables (e.g., amount, date).
- Pro Tip: Use the Sample File as your starting point to avoid upload errors.
Updated on: 23/09/2025