How to Upload Leads to a Voice Broadcasting Campaign

Once you have created your campaign you will then need to upload leads to it.

To upload leads, you must first have a list of leads on your computer that are in CSV format.

NOTE: Make sure to use "Phone" as the column header for your Phone Number column in the CSV file. 

If your list of leads is not in CSV format, it is simple to convert them. First, open the file in Microsoft Excel.

Now, go to the top left-hand side of your screen and go to "Save As". You can select "Excel workbook" and look for the drop-down box that reads "Save as type". Locate the comma delimited CSV format then click "Save".

You will then be prompted twice with pop-up boxes, click "yes" or "ok" to both. Your file is now saved in CSV format.

Next, you will need to click on the icon called "Add or Recycle Contacts".

Now you have the option to either upload a CSV file, recycle existing contacts, or move contacts form another Voice Broadcast

Select "by uploading a CSV file" and hit "Go"

Click on "Find CSV" and look for the file on your computer, click open then "Upload" 

Now, your list of contacts will appear in the box.

You'll now need to associate your spreadsheet columns in the dialer.

To the right you will see a box that says "Available Fields". If you have created custom database fields, they will appear here.

Simply drag and drop the fields to the appropriate headers on the left.

If your database fields match exactly to how they are displayed in your spreadsheet, you can click the "Auto Assign" button, and the dialer will complete this process automatically for you.

Once your database fields are correctly associated, you'll now need to take a look at the check boxes on the bottom left hand side.

If you wish to randomize the order in which your calls are placed, leave the top box checked. If you'd rather the dialer call your contacts in order, from top to bottom in the spreadsheet, then un-check that box. note: In the dialer it says to leave that box checked, however that box is NOT required to be checked

Leave the next check-box checked if you wish for the list you are currently uploading to be scrubbed for duplicates.

The third check-box is to be checked only if you want the dialer to check for duplicates on all your records. This includes all of the phone numbers you have uploaded to all campaigns in your account.

Check the fourth box if you wish to have the dialer scrub against duplicates in this campaign only. (you can upload as many lists of leads to a campaign as you wish)

Finally, to continue uploading, you are required to check the last box that reads "I am allowed to call these contacts".

Once the last box is checked the "upload" button will now appear. Click the upload button, then you will see your leads being uploaded from the status bar. The dialer will inform you that your leads are currently being uploaded and could take up to 10 min. Click ok, and you are done!

You can now exit out of the upload screen. You'll know when your list is uploaded when you see an orange circle appear next to your campaign. If you hover your mouse over that circle, you can see some general stats on that campaign.

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