Goal
Maximise the potential of Kato's email marketing features by providing your contact marketing lists, allowing you to efficiently manage and send campaigns directly from the system, ensuring streamlined communication and better engagement with your audience.
Why
To best utilise our email marketing features we recommend you send us your contact marketing lists so you can maintain them and email them from the system.
Uploading Marketing Lists
Download our spreadsheet loader
Start by organising your marketing lists into our loader format (download the spreadsheet below).
Ensure that your spreadsheet adheres to Kato's documented structure, maintaining all necessary columns, even if some fields remain unused. Double-check the formatting to avoid errors during upload.
Note: go file > download
Requirements for a successful Import.
Avoid adding generic or placeholder values to the required fields, as this can result in invalid contacts being stored in the system. Such entries do not contribute effectively to your campaigns and can disrupt the upload process.
Every contact requires the below:
Email or phone number
First or Last name
Marketing Opt In
GDPR; Consent given
GDPR; Consent source
Marketing List Name: Assign a name ensuring that one Excel document corresponds to a single list
We recommend you also include:
Company (if relevant)
Type (agent, applicant, landlord, etc)
Once you are happy you can send us the marketing list via the live chat, we will ask you to confirm:
You have permission to store the contacts
You have permission to bulk email these contacts
The name of the marketing list (so it's easy to find later)
Warning: If the contacts you provide already exist in the system then their contact details will remain.
The only thing your spreadsheet loader will be doing in that scenario is attaching the existing contact record to your new marketing list.