Using a Product Column in Your Engage Prospects CSV

Personalize outbound SMS and email messages with a per-lead product or service name by including a product column in your uploaded CSV.

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Overview

When running an Engage Prospects campaign from a CSV upload, you can include a Product column in your file.

Whatever value you put in that column for each lead will automatically be substituted into your message template wherever you place the [[product]] tag. This allows each lead to receive a message personalized to the specific product or service they were quoted.

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Step 1: Add a Product Column to Your CSV

Your CSV header can use any of the following column names. They all map to the product field.

Accepted header names

product

product name

productname

product_name

service

service name

servicename

service_name

item

item name

itemname

Example CSV

firstName,lastName,phone,product
Jane,Smith,5551234567,Window Replacement
John,Doe,5559876543,Roof Inspection

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Step 2: Upload the CSV in Engage Prospects

Navigate to Marketing > SMS > Message Prospects > CSV Leads Upload (tab), choose your CRM config, and upload the CSV as usual.

Once uploaded, the preview table will show a Product column automatically, but only when at least one lead in the file has a product value.

If no leads have a product value, the column is hidden.

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Step 3: Use [[product]] in Your Message Template

In your SMS or email message template, place [[product]] wherever you want the product name to appear.

The following tag formats are supported:

• [[product]]
• _product_

Example message

Hi [[firstName]], this is a follow-up about your recent inquiry on [[product]]. We'd love to schedule a time to walk you through the details — reply YES to confirm.

Each lead will receive the message with their specific product value filled in.

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Notes

• If a lead in the CSV does not have a product value, the [[product]] tag will be substituted with a blank. The tag is removed rather than left as-is.
• The product value is carried through the full send pipeline, so it works the same whether you are sending SMS or email.
• You can verify the substitution worked by checking the outbound message log after the send completes.