Setting Up A CSV Campaign

This guide explains how to create a CSV campaign in SalesRobot and map custom fields for personalized outreach.

Step 1: Create a Campaign in SalesRobot

• Navigate to Campaigns page, click on the “Campaigns” tab.

• Click on “Create Campaign”.

• Choose User Type: Select “I’m an advanced user”.

• Enter a name for your campaign and save.

Step 2: Add Leads via CSV

• Add Profiles: In the “Add Profiles” section of your campaign, select “Import from CSV”.

• Upload CSV: Upload your CSV file containing the leads.

• Map Fields: Map the CSV columns to the relevant lead fields in SalesRobot.

• Review: Ensure all data is correctly mapped.

• Configure Settings: Set up your campaign settings as needed.

• Create Sequence and Launch: Save your campaign and launch it when ready.

How to Map Custom Fields

If your CSV includes extra columns not in SalesRobot (e.g., a “Location” column), follow these steps:

• Go to SalesRobot Campaigns and click “Create Campaign”.

• In the “Add Profiles” section, select “Import from CSV”.

• Upload your CSV file.

• Once uploaded, check if the columns in the csv have been correctly mapped with the SalesRobot column type.

• For example:

• For custom columns, at first, it may show something like this:

• Now you just need to:

• And done, your CSV has been mapped!

Updated on: 15/10/2025