Prospecting & Contact Data
How to Prepare a Prospect List for Yotru
To prepare a prospect list for Yotru, put one recipient on each row with a company name, contact name, role and full mailing address, add any optional fields you want available for personalization, remove duplicates and run a final check for missing or outdated data. No particular file format is required, and a standard spreadsheet or CRM export is usually enough to start from.
Practical guide · Published September 20, 2026 · Written by Jeffrey Huis in 't Veld
Start with the essentials
At minimum, a workable list needs accurate company and contact information: a real company name, a valid mailing address and, if you are targeting specific people, a recipient name and role. A list does not need to be perfect before you hand it over, and some messiness is normal in any export. See whether you can provide your own mailing list for how a supplied list is reviewed.
| Column | Why it matters | Example |
|---|---|---|
| Company name | Identifies the account and can be inserted into the card | Example Dental Group |
| First name | Used for the greeting | Maria |
| Last name | Completes the recipient's name | Lopez |
| Role or title | Confirms you are reaching the right person | Practice Manager |
| Street address and unit | Where the card is delivered | 100 Main Street, Suite 4 |
| City, state or province, postal code, country | Complete the deliverable address; city can also be inserted into the card | Springfield, IL, 62701, USA |
Add optional personalization fields
Anything beyond the essentials is optional but makes the campaign stronger. Yotru's designs can insert first name, last name, company and city into the copy, so those columns matter most. Other useful fields include industry, company size, a segment or tier label and a website. What varies from campaign to campaign is how much personalization the data can support, not whether the capability exists.
Format the file cleanly
Use one header row and one recipient per row. Keep each part of the address in its own column and avoid merged cells or several values crammed into one field. Use consistent capitalization and remove stray spaces. A standard spreadsheet or CSV export works, and formatting details get sorted out during review, so don't hold the list back over minor formatting.
Remove duplicates
Look for the same company under different spellings, the same person on two rows and a parent and subsidiary at the same address. If you plan to contact more than one person at an account, mark that deliberately so a second row looks intentional and not like a mistake.
Final checks before you send it over
Scan for blank cells in required columns, titles that look outdated and addresses that look incomplete. Confirm the list is large enough to support a proper run, and that the accounts match your ICP. For a fuller checklist, see how to verify prospect and contact data.
What happens next
Once the list is handed over, addresses are checked for deliverability and clear duplicates are typically flagged. Decisions about which accounts to include stay with you. To see everything else a campaign needs, read what Yotru needs to start a campaign.
Frequently asked questions
At minimum a company name, a valid mailing address and, for named targeting, a recipient name and role. Extra fields such as industry, size or a tier label are optional but make personalization stronger.
No particular format is required. A standard spreadsheet or CRM export with company and contact fields is usually enough, and formatting is sorted out during review.
That works. A role or title can be targeted at each company instead of a named person, though named personalization goes further.
Undeliverable addresses and clear duplicates are typically flagged during validation, but decisions about which accounts to include stay with you.
Related topics
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