Import & Send
The Import & Send feature lets you bring external leads into MagicBlocks and contact them directly — all in one place.
You can upload lead lists (via CSV), assign them to specific Agents or campaigns, and trigger follow-up messages such as emails, SMS, or chat re-engagements.
It’s the perfect way to re-engage old prospects, run campaigns, or centralize leads captured outside your AI conversations.
Why It Matters
Your sales process doesn’t stop at chat.
Many businesses collect leads through multiple channels — ads, forms, or external CRMs.
With Import & Send, you can bring all those leads into MagicBlocks and let your AI handle outreach automatically or semi-manually.
This means:
- No more switching tools to follow up
- Unified lead management across all campaigns
- Smarter reactivation and upsell workflows
- You’re turning every list into an opportunity to reconnect.
When to Use
You’ll use Import & Send when you want to:
- Upload leads from another platform (Google Sheets, HubSpot, Airtable, etc.)
- Send a follow-up campaign to past or cold leads
- Notify contacts about new offers or updates
- Re-engage users who interacted with your AI before
- Test messaging sequences before syncing with a CRM
What You Can Do
Action | Description | Example |
|---|---|---|
Import Leads | Upload a CSV file with lead information. | Import contacts from HubSpot or Meta Ads. |
Assign Tags | Group imported leads by source, campaign, or intent. | “Q4 Promo” or “Demo Re-Engage.” |
Send Follow-Up | Send messages via connected channels (email or SMS). | Send a “We missed you!” follow-up. |
Track Results | Monitor which messages convert or get responses. | Measure opens and replies per campaign. |
How It Works
Step 1: Prepare Your File
Create a CSV file with the following columns:
name, email, phone, tags, source, notes
You can include additional columns like goal or status if needed.
💡 Tip: Make sure your headers are clear and consistent — they’ll automatically map during import.
Step 2: Import to MagicBlocks
Go to Leads → Import & Send.
Click Upload File or drag and drop your CSV.
Review the column mapping to ensure all fields match correctly.
Add optional Tags or select a Campaign to categorize the leads.
Click Import to complete the upload.
Once uploaded, your leads appear in the Leads list instantly, ready for segmentation or follow-up.
Step 3: Send Follow-Up Messages
After importing, you can immediately send messages to your new leads.
Select the leads you want to contact.
Choose Send Message and select the channel:
Email (via your connected Gmail or SMTP integration)
SMS (via Twilio or connected provider)
AI Chat Re-engagement (to restart conversations)
Draft your message using Dynamic Tokens like {{name}} or {{goal}}.
Preview and send — or schedule for later.
Example Campaign
Scenario | Setup | Result |
|---|---|---|
Re-Engage Past Demo Leads | Import CSV from last quarter → Tag “Demo 2024” → Send SMS follow-up | “Hey {{name}}, ready to try our new feature?” |
Email All Free Trial Signups | Import from CRM → Filter “Trial Users” → Send Email | “Your free trial is ending soon — want to extend it?” |
Upload Event Contacts | Import CSV from conference → Tag “Event: SaaS Expo” → Send Chat Message | “Nice meeting you at SaaS Expo! Let’s connect.” |
Tracking Results
After sending, you can monitor performance right inside the Leads dashboard.
Metric | Description |
|---|---|
Sent | How many messages were successfully delivered. |
Opened | Email open rate or SMS delivery confirmation. |
Replied | How many contacts responded. |
Converted | Leads who reached a goal after receiving your message. |
Combine this with Filters to analyze campaign impact.
Best Practices
- Clean your data before importing — remove duplicates and invalid emails.
- Use clear tags for campaign tracking (e.g., “Q1 Outreach”).
- Test your message on a few leads before bulk sending.
- Respect opt-out and consent rules for SMS and email.
- Segment your audience before sending (see: Filtering).
Common Issues
Issue | Cause | Fix |
|---|---|---|
Import fails | CSV headers or format incorrect | Check column names and file encoding. |
Missing data | Fields not mapped during upload | Re-import with proper mapping. |
Message not sent | No connection configured | Check Email or SMS setup in Connections . |
Duplicates appearing | Same lead uploaded twice | Use tags or filters to deduplicate. |
Why It’s Powerful
Import & Send turns your MagicBlocks workspace into a unified lead engagement hub.
You can centralize contacts from every channel, personalize your outreach, and automate follow-ups — all without leaving the dashboard.
It’s how you go from capturing leads to converting them consistently.