August 30, 2013
Quite often at Hello Hunter we get asked the question “How do we upload CSV files for our campaign?” So I thought that probably the easiest thing I could do is write a blog about it, so here goes.
Firstly to upload leads, you will need to have a list of leads saved on your computer that are in CSV format.
Should your leads not be in CSV format,you will need to convert them, this is fairly simple. Firstly, open the saved file in Microsoft Excel. Next, you will need to go to the top left hand side of the screen and go to “Save As”. You should select “Excel workbook” and select the option in the drop-down box that reads “Save as type”. Next find the field that says comma delimited CSV format then click “Save”. You should next be prompted twice with pop-up boxes, click “yes” or “OK” to both. Your file should now be saved in the correct CSV format.
So now, you will need to upload your list of phone numbers and information to our dialer. You must next click on the “Campaign” tab. Next you must look for the icon that looks like an excel spreadsheet. (it will say “upload contacts” when hovering the arrow over it) Click on the icon. You must now click on “Find CSV”. Locate your file and click “open”. Now, your list of contacts should appear in the box. You will next need to associate your spreadsheet columns in our dialer.
Should your database fields happen to match exactly how they are displayed in your spreadsheet, then you should click the “Auto Assign” button, and our dialer will automatically complete this process for you.
Now that your database fields are associated correctly, you now must go through the check boxes located on the bottom left hand side. Over to the right you will see a box that says “Available Fields”. Should you have any Custom Fields, they should have appeared here. You can simply drag and drop the fields to the corresponding headers on the left hand side. Should you wish to randomize the order in which your calls are made, you should leave the top box checked. Should you wish our dialer call your contacts in order, from top to bottom in the spreadsheet, it will be necessary to un-check that box.
Please not that: If the dialer says to leave that box checked, but the box is NOT required to be checked then leave the next check-box checked, should you want the list you are currently uploading to be scrubbed for duplicates.
Check-box number 3 is to be checked only if wish to check for duplicate records on our dialer. This will include all of the phone numbers you have uploaded to all campaigns in the dialer. You should no check box number 4 if you want to have the dialer scrub against duplicates in this campaign only.
Lastly, to continue uploading, you will be required to check the last box that says “I am allowed to call these contacts”. Upon the last box being checked the “upload” button should now appear. You must then click the upload button, and you will notice that your leads being uploaded from the status bar. The dialer should now inform you that your leads are currently being uploaded and this may take up to 10 minutes. Now click OK, and you are finished!
You are now free to exit out of the upload screen. You will know when your list has finished uploading as you see an orange circle appear next to your campaign. If you hover your arrow over that circle, you can see some general statistics on that particular campaign.