Table of Contents
To prepare a customer list for Blackleaf Texting, keep the source data, permission records and current opt-outs together. Review field mapping and import outcomes before using the list for a campaign.
Prepare the list before importing
- Keep an unchanged source copy. Save the export in your approved workspace and work from a separate copy. Record where the data came from and when it was exported.
- Review permission and opt-outs. Preserve the evidence for the intended texting program and keep current withdrawals effective. A customer record or purchase does not by itself establish marketing permission.
- Confirm the fields and mapping. Check the accepted file format and required phone field in your current workspace. Review missing values, duplicate numbers and what happens when an existing record is updated.
- Reconcile the result. Account for accepted, rejected and unresolved records. Confirm the intended audience and current exclusions before enabling affected campaigns or automations.
Use the current walkthroughs
The Blackleaf onboarding guide includes the contact-upload walkthrough and setup review. If you are changing texting providers, use the data migration checklist and field-mapping worksheets to plan the handoff.
Supported existing-POS Texting does not require a Blackleaf POS switch. Discuss your customer-list setup if the source, mapping or next step is unclear.