Import your customers

SAGE's campaigns and recommendations need a customer list. You can build that list by CSV, paste, one-by-one entry, or Mailchimp sync. Once customers are in SAGE, you can edit, tag, segment, and respect unsubscribe status from one place.

CSV import

Open the Customers panel on your dashboard and click Import. Drag in a CSV with at least an email column; name, phone, and purchase history are recognized when present. SAGE previews the first few rows before committing, so you can confirm the column mapping looks right. Duplicate emails are merged automatically.

Paste import

For smaller lists — say, signups you've been collecting on a clipboard — paste rows directly into the Paste tab. SAGE accepts comma-separated, tab-separated, or one-email-per-line formats.

Add, edit, or delete a single customer

The import modal has a + Add customer form for one-off entries (e.g. someone who signed up at the counter this morning). Every row in the preview table has inline edit and delete actions, so you don't have to re-upload a whole CSV to fix a typo or remove a bounced address.

Tags and segments

Each customer record supports a list of tags — things like pull-list, recent-buyer, newsletter-only, or whatever labels match how you think about your customers. You can bulk-tag a selection in the preview table, or tag one customer at a time from the edit view.

When you send a campaign, the audience picker lets you filter by tag so you can target a single segment instead of blasting the whole list. SAGE remembers the tag you filtered by in the send record, so you can see later who actually got the message.

What lives in SAGE vs. Mailchimp

If you've connected Mailchimp, SAGE imports contacts, tags, cleaned status, and unsubscribes into its own customer store. SAGE sends owner-approved campaigns from SAGE email rails by default, so Mailchimp can become optional after the audience is safely synced.

Mailchimp can still stay connected as an audience source if you want it, but the intent is to save the shop from paying for a separate email sender when SAGE can do the sending work directly.