Excel messages: verify names, amounts and dates

Prepare the file

Keep the recipient number separate from values used in the body. Check country codes, leading zeros, empty rows and duplicate numbers. Decide whether repeated rows for one person should create separate messages.

Connect the values

Open Excel personalization and load or enter the data. Select fields using the editor’s own substitution controls. Do not copy arbitrary placeholder syntax from an article or assume the API uses the same notation.

Preview and confirm

Check a normal row, a row with a different amount or date and a row with missing values. Correct the source data before sending. Contact import and personalized message sending are separate tasks; confirm delivery results afterward.

Continue with the guide

• Add and organize contacts on your PC
• Send messages from your PC: recipients, previews and schedules