{"id":2495,"date":"2023-08-22T13:33:08","date_gmt":"2023-08-22T13:33:08","guid":{"rendered":"https:\/\/support.spoki.com\/docs\/uncategorized\/spoki-first-steps\/"},"modified":"2025-10-23T13:16:31","modified_gmt":"2025-10-23T13:16:31","password":"","slug":"spoki-first-steps","status":"publish","type":"docs","link":"https:\/\/support.spoki.com\/en\/docs\/how-to-en\/spoki-first-steps\/","title":{"rendered":"Spoki &#8211; first steps"},"content":{"rendered":"\n<p>Have we notified you that your platform is active and now you don&#8217;t know where to start?<\/p>\n\n\n\n<p>Take our <strong>training course<\/strong> where I show you all the features of the platform <a href=\"https:\/\/www.youtube.com\/watch?v=I1OvZNKg1JA\">by clicking here<\/a>. You will be able to follow again <strong>only the parts that interest you most<\/strong>.<\/p>\n\n\n\n<p>Alternatively, I indicate below what are the <strong>first steps that most of our customers<\/strong> (who do not use particular external management systems) <strong>take on Spoki<\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Create contact lists<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Create an excel file<\/strong> with all the information you intend to upload to Spoki for each contact e.g., first name, last name, email. If in addition to the traditional fields (first_name; last_name; email and phone you need to import other fields into the master file follow the instructions <a href=\"https:\/\/support.spoki.com\/en\/docs\/how-to-en\/how-to-populate-a-dynamic-field-via-csv-upload-and-submit-a-campaign\/\">here<\/a>).<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img fetchpriority=\"high\" decoding=\"async\" width=\"955\" height=\"85\" src=\"https:\/\/support.spoki.com\/wp-content\/uploads\/2023\/02\/Screenshot-2023-02-21-alle-12.16.56.png\" alt=\"\" class=\"wp-image-1028\" srcset=\"https:\/\/support.spoki.com\/wp-content\/uploads\/2023\/02\/Screenshot-2023-02-21-alle-12.16.56.png 955w, https:\/\/support.spoki.com\/wp-content\/uploads\/2023\/02\/Screenshot-2023-02-21-alle-12.16.56-300x27.png 300w, https:\/\/support.spoki.com\/wp-content\/uploads\/2023\/02\/Screenshot-2023-02-21-alle-12.16.56-768x68.png 768w\" sizes=\"(max-width: 955px) 100vw, 955px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Use the Manage CSV tool<\/strong> on Spoki to transform your excel file into a csv file with the features provided by Spoki for importing files. This step is mandatory (see <a href=\"https:\/\/support.spoki.com\/en\/docs\/platform\/manage-csv\/\" target=\"_blank\" rel=\"noreferrer noopener\">Manage CSV<\/a> ).<\/li>\n\n\n\n<li><strong>Upload to Lists the CSV file downloaded from Manage CSV<\/strong> (see <a href=\"https:\/\/support.spoki.com\/en\/docs\/platform\/lists\/\" target=\"_blank\" rel=\"noreferrer noopener\">Lists<\/a>).<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Create the message to send to your contacts<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Create the template<\/strong> with the dynamic fields you intend to populate in the message (see <a href=\"https:\/\/support.spoki.com\/en\/docs\/platform\/template-messages\/\" target=\"_blank\" rel=\"noreferrer noopener\">Template<\/a>).  <\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"502\" src=\"https:\/\/support.spoki.com\/wp-content\/uploads\/2023\/08\/Screenshot-2025-10-23-alle-15.12.25-1024x502.png\" alt=\"\" class=\"wp-image-9478\" srcset=\"https:\/\/support.spoki.com\/wp-content\/uploads\/2023\/08\/Screenshot-2025-10-23-alle-15.12.25-1024x502.png 1024w, https:\/\/support.spoki.com\/wp-content\/uploads\/2023\/08\/Screenshot-2025-10-23-alle-15.12.25-300x147.png 300w, https:\/\/support.spoki.com\/wp-content\/uploads\/2023\/08\/Screenshot-2025-10-23-alle-15.12.25-768x377.png 768w, https:\/\/support.spoki.com\/wp-content\/uploads\/2023\/08\/Screenshot-2025-10-23-alle-15.12.25-1536x754.png 1536w, https:\/\/support.spoki.com\/wp-content\/uploads\/2023\/08\/Screenshot-2025-10-23-alle-15.12.25-2048x1005.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Wait for template approval before scheduling the submission.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Create automation<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Create the automation<\/strong> by entering the template approved by WhatsApp (see <a href=\"https:\/\/support.spoki.com\/en\/docs\/platform\/automations\/\" target=\"_blank\" rel=\"noreferrer noopener\">Automations<\/a>).<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"442\" src=\"https:\/\/support.spoki.com\/wp-content\/uploads\/2023\/08\/Screenshot-2025-10-23-alle-15.13.35-1024x442.png\" alt=\"\" class=\"wp-image-9483\" srcset=\"https:\/\/support.spoki.com\/wp-content\/uploads\/2023\/08\/Screenshot-2025-10-23-alle-15.13.35-1024x442.png 1024w, https:\/\/support.spoki.com\/wp-content\/uploads\/2023\/08\/Screenshot-2025-10-23-alle-15.13.35-300x129.png 300w, https:\/\/support.spoki.com\/wp-content\/uploads\/2023\/08\/Screenshot-2025-10-23-alle-15.13.35-768x331.png 768w, https:\/\/support.spoki.com\/wp-content\/uploads\/2023\/08\/Screenshot-2025-10-23-alle-15.13.35-1536x663.png 1536w, https:\/\/support.spoki.com\/wp-content\/uploads\/2023\/08\/Screenshot-2025-10-23-alle-15.13.35.png 1650w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Create the campaign<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Set the campaign<\/strong> (see <a href=\"https:\/\/support.spoki.com\/en\/docs\/platform\/campaigns\/\" target=\"_blank\" rel=\"noreferrer noopener\">Campaigns<\/a>) to start on the day and time you prefer.  <\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"862\" height=\"692\" src=\"https:\/\/support.spoki.com\/wp-content\/uploads\/2023\/08\/Screenshot-2025-10-23-alle-15.14.40.png\" alt=\"\" class=\"wp-image-9487\" srcset=\"https:\/\/support.spoki.com\/wp-content\/uploads\/2023\/08\/Screenshot-2025-10-23-alle-15.14.40.png 862w, https:\/\/support.spoki.com\/wp-content\/uploads\/2023\/08\/Screenshot-2025-10-23-alle-15.14.40-300x241.png 300w, https:\/\/support.spoki.com\/wp-content\/uploads\/2023\/08\/Screenshot-2025-10-23-alle-15.14.40-768x617.png 768w\" sizes=\"(max-width: 862px) 100vw, 862px\" \/><\/figure>\n\n\n\n<p>See our article on the strategies mainly used on Spoki <a href=\"https:\/\/support.spoki.com\/en\/docs\/strategies\/spokis-top-5-automations-concrete-examples\/\">by clicking here<\/a>.  <\/p>\n\n\n\n<p>In order <strong>to prevent Whatsapp from blocking your account <\/strong>due to reports received from your contacts, follow the instructions <a href=\"https:\/\/support.spoki.com\/en\/docs\/whatsapp-rules\/rules-to-avoid-ban-from-whatsapp\/\">here<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Have we notified you that your platform is active and now you don&#8217;t know where to start? Take our training [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[45],"doc_tag":[],"class_list":["post-2495","docs","type-docs","status-publish","hentry","doc_category-how-to-en"],"year_month":"2026-04","word_count":268,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Emanuela Locorotondo","author_nicename":"emanuelalocorotondo","author_url":"https:\/\/support.spoki.com\/en\/author\/emanuelalocorotondo\/"},"doc_category_info":[{"term_name":"How to","term_url":"https:\/\/support.spoki.com\/en\/docs-category\/how-to-en\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Spoki - first steps - Supporto Spoki<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/support.spoki.com\/en\/docs\/how-to-en\/spoki-first-steps\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Spoki - first steps - Supporto Spoki\" \/>\n<meta property=\"og:description\" content=\"Have we notified you that your platform is active and now you don&#8217;t know where to start? 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