Prepare and import campaign recipients

A campaign calls a defined recipient list with a selected agent. Start with a clean CSV so phone numbers and personalisation values map correctly.

Navigation pathCampaigns → New Campaign → Import Recipients

PrerequisitesA tested agent and an approved recipient list.

Usage steps

Select New Campaign and review the five stages: Import Recipients, Preview Data, Campaign Details, Schedule, and Review & Launch.
Use Download template CSV if needed. The required column is customer_phone. Standard optional columns include first_name, last_name, email and company.
Add custom columns for information the agent needs. Match each personalisation column to the variable used in the prompt.
Upload the CSV and review the detected mappings. Check the phone-number format and any validation messages.
Select Next and inspect Preview Data. Correct mapping or data problems before moving to Campaign Details.

Prepare and import campaign recipients — Figure 27. The import page shows the CSV requirements and offers a downloadable template.

Expected result. The campaign has the intended recipients with correctly mapped data.

Practical notes and troubleshooting. The wizard allows you to skip import and add recipients later. A campaign with no recipients cannot call your intended list.

Configure campaign detailsCampaign Details selects the agent and the dialling behaviour for the recipient list. Concurrency controls how many calls can run at the same time.Personalise conversations with variablesVariables insert call-specific or contact-specific information into a prompt. System variables are supplied by the platform; custom variables can come from the agent or campaign data.