It is important that if the leads are in an Excel Format that the file be opened and saved to a CSV file. To upload a CSV file into your campaign, select “Import Data” in the left spine and then “CSV Import” directly beneath it. Select the file to be placed in the campaign and then upload it.

Once the campaign has been uploaded, press preview and then next.

You will then be led to a screen that will allow you to select the campaign into which the data is placed and map the fields of the imported data into the fields the representative will see on his or her campaign. The basic fields are first name, last name, client id, phone, address, city, state, zip code, notes and rep. Any number of additional custom fields may be entered (this will be covered in another section of this document).

The first step is to choose the campaign into which the leads will be imported. In this case we have chosen the “TEST CAMPAIGN” we created. Next we have the option of importing the leads into a sub campaign. It is not necessary to do so but it can be helpful when in managing the dialing of leads that have been imported into a single campaign at various times.

To create a sub campaign, select “New Subcampaign” (step 2), choose “Custom” (step 3), and then select a name for the sub campaign (step 4). It is often helpful to include the date the data was imported. Finally, map the fields that exist in the system to the data fields in the file that was imported. Notes, rep, attempt and call status should be left at “[select].” Also, not all lists will include complete information. This particular list did not include state and zip code fields, for example. Finally, click next. 

By default the import process will exclude duplicates and rows with bad data (e.g. no telephone number). Click next and the import process is complete.   

Click Import and the import process is complete.

If you return to “Campaign Manager” you will see that the leads are now resident in the campaign.