KB Draft: Import Historical Contacts and Segment Guest Types in Yada

Draft status: KB draft created from the Refuge Bay onboarding questions. Review with Product/CS before publishing.

How Yada imports historical contacts, separates previous guests from gift certificate purchasers, and prepares safe warm-up audiences.

What Yada Can Import

Yada supports CSV-style contact imports with first name, last name, full name, email, phone, guest review rating, Yada rating, and optional stay details such as check-in, check-out, listing name, status, total paid, confirmation code, booking channel, and booking date.

Imported contacts are deduplicated by normalized email and phone. If a row includes stay data, Yada can also create or update stays and attach those stays to the contact.

How to Separate Previous Guests from Gift Certificate Purchasers

• Import previous guests with their historical stay rows whenever possible.

• Import gift certificate purchasers as a separate file or list when they do not have a stay history.

• Use the upload-created list as the initial segment, then create follow-up segments based on whether the contact has stays, source, ratings, opt-in status, and campaign engagement.

If a gift certificate purchaser later books a stay, their contact can merge into the guest record through email or phone matching, keeping the marketing history and stay history tied to the same contact.

Warm-Up Recommendation

Do not abandon gift certificate purchasers by default. Treat them as a separate audience with different consent and relationship context.

For contacts who only purchased gift certificates, run a careful re-introduction or opt-in oriented message before placing them into repeat-guest campaigns. Previous guests with clear stay history can usually be handled as a warmer past-guest audience, subject to email/SMS consent rules.

Operational Checklist

• Clean email and phone fields before import.

• Include confirmation codes and stay dates for previous guests when available.

• Create separate upload lists for previous guests and gift certificate purchasers.

• Review invalid rows and unresolved listing names before committing the import.

• Confirm marketing consent before sending promotional SMS or email.