---
title: "Import & Send"
url: "https://help.magicblocks.ai/en/article/import-send"
language: "en"
last_updated: "2026-03-18T08:47:36.138Z"
---

# Import & Send

The **Import & Send** feature lets you bring external contacts into [MagicBlocks](https://magicblocks.ai/hc) and contact them directly — all in one place.

You can upload contact 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 contacts captured outside your AI conversations.

## **Why It Matters**

Your sales process doesn’t stop at chat.

Many businesses collect contacts through multiple channels — ads, forms, or external CRMs.  
With Import & Send, you can bring all those contacts into MagicBlocks and let your AI handle outreach automatically or semi-manually.

This means:

-   No more switching tools to follow up
-   Unified contact 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 contacts from another platform (Google Sheets, HubSpot, Airtable, etc.)
-   Send a follow-up campaign to past or cold contacts
-   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 Contacts** | Upload a CSV file with contact information. | Import contacts from HubSpot or Meta Ads. |
| **Assign Tags** | Group imported contacts 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](https://magicblocks.ai/hc)

Go to **Contacts → 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 contacts.

Click **Import** to complete the upload.

Once uploaded, your contacts appear in the Contacts list instantly, ready for segmentation or follow-up.

### Step 3: Send Follow-Up Messages

After importing, you can immediately send messages to your new contacts.

Select the contacts 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 Contacts** | 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 Contacts dashboard.

| Metric | Description |
| --- | --- |
| **Sent** | How many messages were successfully delivered. |
| **Opened** | Email open rate or SMS delivery confirmation. |
| **Replied** | How many contacts responded. |
| **Converted** | Contacts 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 contacts before bulk sending.
-   Respect opt-out and consent rules for SMS and email.
-   Segment your audience before sending (see: [Filtering](https://help.magicblocks.ai/en/article/import-send#)).

## 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<br>**Connections**<br>. |
| Duplicates appearing | Same contact uploaded twice | Use tags or filters to deduplicate. |

## **Why It’s Powerful**

Import & Send turns your MagicBlocks workspace into a **unified contact 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 contacts* to *converting them consistently.*

## **Related Articles**

[Contact Details](https://help.magicblocks.ai/en/article/lead-details)

[SMS (Twilio)](https://help.magicblocks.ai/en/article/create-ai-sms-agent)