Creating a campaign is as easy as  1-2-3 just download our ready-made Template, fill in the information then upload. You can also just upload your existing CSV, just make sure to have the mandatory information/column (First name, Last name, and Phone)


The following optional fields will also be imported: address, email, notes as well as any column that contains other phone numbers.


Instructions to creating a campaign


Leads can be imported in bulk from a CSV file with our importing or campaign creation functionality.  To start creating campaigns, follow the steps below.



Step 1: Access the Campaigns Menu



Step 2: Create New Campaign

  • Enter the Title of the campaign that you are creating



Step 3: Upload Leads (CSV File)

  • Upload your own CSV or use our downloadable Lead CSV template.
  • Click - CREATE CAMPAIGN


PLEASE NOTE: YOU DO NOT HAVE TO DELETE OTHER FIELDS EXPORTED FROM CRM. THE SYSTEM WILL SIMPLY IGNORE THEM



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