For SMEs
From Excel list to first automated campaign
You have a customer list, little time and one or two people in marketing. We show a realistic path to your first journey with email and letter – as an example plan that you adapt to your own pace.
Live · [DATE], [TIME]
Duration 45 min · online · free of charge
What you will take away
How to prepare your list for import and which attributes you really need.
How a first journey with consent check, channel fallback and reminder is structured.
Which KPIs show you after four weeks whether the campaign is working.
erp_export_wartungsvertraege_2026-09.csv 1,842 rows
| Source column | assigned to | Attribute | AI confidence |
|---|---|---|---|
| VERTR_ENDE | AI suggestion: wartungsvertrag_ende | 97 % | |
| ANSPR_INNENDIENST | AI suggestion: berater | 91 % | |
| EMAIL_WERBUNG_OK | AI suggestion: consent_email | 88 % | |
| ANL_ANZ | AI suggestion: anlagen_anzahl | 93 % | |
| KZ_SONDER | unclear – please assign | ||
Upsert via customer number · does not delete any contacts
Agenda
- 0–10 minDefine the occasion and goal(Status: done)
- 10–25 minPreparing the list, attributes, consents(Status: done)
- 25–30 minExample: import with an AI suggestion for column mapping and a first journey (example)(Status: done)
- 30–45 minQuestions(Status: goal)
Speakers
Registration
From Excel list to first automated campaign
[DATE], [TIME] · Duration 45 min · online · free of charge
Form integration pending
You are registered. We have sent the access link to %email%. Calendar entry: [download .ics].