How To Add Prospects To A Running Campaign
To add prospects to a running campaign in SalesRobot, follow these steps:
Go to the Campaigns page.
Click on the three dots next to the campaign you want to add prospects to.
Select Add Prospects.
A screen will open where you can upload a CSV file with the prospects you want to add.
Make sure that the CSV file is correctly mapped. That is, the firstName column in the CSV file should be mapped to the firstName column in SalesRobot, the lastName column should be mapped to the lastName column, and so on.
Click on Upload CSV File.
The prospects will be added to the campaign.
You can only add prospects to a running campaign if the campaign was started using a CSV file ONLY.
It takes at least three to four minutes for the data to sync with the campaign, even if the campaign was started using a CSV file.
You can skip duplicates by selecting the Skip duplicates option when uploading the CSV file.
Go to the Campaigns page.
Click on the three dots next to the campaign you want to add prospects to.
Select Add Prospects.
A screen will open where you can upload a CSV file with the prospects you want to add.
Make sure that the CSV file is correctly mapped. That is, the firstName column in the CSV file should be mapped to the firstName column in SalesRobot, the lastName column should be mapped to the lastName column, and so on.
Click on Upload CSV File.
The prospects will be added to the campaign.
Note:
You can only add prospects to a running campaign if the campaign was started using a CSV file ONLY.
It takes at least three to four minutes for the data to sync with the campaign, even if the campaign was started using a CSV file.
You can skip duplicates by selecting the Skip duplicates option when uploading the CSV file.
Updated on: 30/08/2024
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