Fill out the spreadsheet template
By now, you should’ve received an Excel spreadsheet template titled CAMPAIGN_FILETYPENAME_DDMMYY_UNIQUE_ID.csv from your Customer Success Manager (CSM) at Statflo.
There are columns from A to U:
Columns A - D and H - K are mandatory fields.
While columns E - G and L - U are not mandatory, we strongly recommend filling them out. These columns provide your representatives with important context, which helps improve the quality and effectiveness of their conversations. However, if this information is not available, you may leave these fields blank.
Additionally, make sure to fill out the fields for Account_ID, Account_Type, and Account_Name.
Column | Column Name | Description | Requirements |
A | CAMPAIGN_START_DATE | The date the campaign will start on. | In the format: (e.g. 2024-12-31) |
B | CAMPAIGN_END_DATE | The date the campaign will end on. | In the format: (e.g. 2024-12-31) |
C | OUTLET_ID | The unique identifier for the specific outlet/store associated with each campaign record. | 1-36 characters, alphanumeric, and hyphens
If left blank, they will be unassigned and you’ll need to assign them to a store later on. |
D | SALES_REP_ID | The unique identifier that specifies which Sales Rep is associated with each campaign record. | 1-36 characters, alphanumeric, and hyphens
If left blank, they will be unassigned and you’ll need to assign them to a Rep later on. |
E | ACCOUNT_TYPE | This indicates the type of account. | You have 4 options:
If left blank, this defaults to "I" for Individual. |
F | ACCOUNT_NAME | The name of the account.
For Consumer, it is typically the Account Holder or Subscriber's name.
If unknown, use the value "Unknown", which will be displayed as-is in the app | Up to 300 characters |
G | ACCOUNT_ID | The unique identifier of the account, typically obtained from a 3rd party system (i.e. RQ), so that no duplicates are created. | 1-36 characters, alphanumeric, and hyphens |
H | SUBSCRIBER_NAME | The name of the subscriber who is eligible for the campaign. | Either empty or up to 300 characters |
I | SUBSCRIBER_NUMBER | The phone number of the subscriber that is eligible for the campaign. | 10-digit phone number with no spaces or special characters (e.g. 6471112222) |
J | CONTACT_NAME | Same as Column H | Copy and paste from Column H |
K | CONTACT_NUMBER | Same as Column I | Copy and paste from Column I |
NOTE: To ensure our systems can successfully process your campaign, please don’t change any column header or the number of columns (e.g. don’t add/delete any column).
Save to Spreadsheet
Notify your CSM that you’ve completed the spreadsheet. They will send you a unique keyword (the file type name) to use for naming your file.
Leave “campaign” in the file name and update the file type name and date (e.g. CAMPAIGN_FILETYPENAME_DDMMYY_UNIQUE_ID.csv). The date should be the date you upload the campaign.
The campaign file name serves as a unique identifier, allowing us to track which records were created through each specific campaign file.
Make sure you save the file as CSV UTF-8 in Excel.
Upload the spreadsheet!
Once everything is filled out and saved properly, follow the instructions below to upload your file. If this is your first time uploading a file in the Statflo app, you can request real-time support from your CSM while uploading your file (you can share your screen and your CSM can walk you through the process).
Click on Settings from the left navigation bar
Select Upload. You’ll be directed to the File Uploader page
Upload or drag and drop the spreadsheet file
Hit Send Files!
Hit Continue
While uploading, the status will be Processing data.
Once the file is uploaded, the status will be Data received to indicate the upload was successful.
Once you’ve uploaded your campaign to Statflo, let your CSM know, so they can complete the next steps to make your campaign ready for outreach.
TIP: To ensure timely outreach, reach out to your CSM early since processing new campaigns can take up to a week after upload. For future updates to existing campaigns, simply upload your new customer files to the File Uploader. These updates typically process within one day.