> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://salesrobot.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# 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, c**lick 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.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/f/e/f4fedfcdcc3a3800/recording2025-10-15133246-ezgi_ymr3bp.gif)


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

* **Review**: Ensure all data is correctly mapped.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/f/e/f4fedfcdcc3a3800/recording2025-10-15133634-ezgi_1s9dn7q.gif)


* **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:

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/f/e/f4fedfcdcc3a3800/image_puezx7.png)


* 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:

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/f/e/f4fedfcdcc3a3800/image1_btprss.png)


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

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/f/e/f4fedfcdcc3a3800/image5_104egn0.png)


* Now you just need to:

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/f/e/f4fedfcdcc3a3800/image2_l5f8k1.png)


* And done, your CSV has been mapped!

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/f/e/f4fedfcdcc3a3800/image3_10zalhx.png)
* Give it a final review:

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/f/e/f4fedfcdcc3a3800/image_49t0f5.png)
* And then head over to the "**Configure settings" **page to set your campaign settings.

* To create your campaign sequence, you get three options: 

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/f/e/f4fedfcdcc3a3800/image_4byoer.png)
* Set your campaign steps as you like, and  you've created your sequence, click **Save and Continue.**

* On the next page, select any prospect and click **View Complete Sequence** to preview the entire sequence exactly as that prospect will receive it. Review your messages one final time, make any necessary edits, and then launch your campaign.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/f/e/f4fedfcdcc3a3800/recording2026-06-01152202-ezgi_1srq66z.gif)