Creating a Campaign by Uploading a CSV of Contacts

Overview

This guide provides step-by-step instructions for creating a new campaign by uploading a CSV file of contacts in the 11x platform. You will learn how to navigate the campaign creation process, select the appropriate configuration, and prepare the system for CSV import. The process includes visual references to ensure you are on the right track at each stage.

Prerequisites

You must have a prepared CSV file containing your contact list. The file should include at least the following columns:
- First Name (required)
- Either Email or LinkedIn Profile URL (at least one is required)
Additional columns such as Last Name, Job Title, Company Name, Industry, and Notes are recommended for improved personalization but are not mandatory.

Step-by-Step Instructions

1. Open the Campaigns Dashboard

From the main navigation panel, click Campaigns to access the campaigns dashboard.
Confirm you are on the correct page by checking for the “Create Campaign” button in the upper left.

2. Start a New Campaign

Click the Create Campaign button.
A modal window titled SELECT PLAY will appear, offering several campaign templates.

3. Choose the Custom Campaign Template

In the SELECT PLAY modal, scroll to the ADVANCED section.
Click Custom (“Manually configure all campaign settings for advanced users who need specific customization options.”)

4. Select Audience Source: Upload a CSV

In the SELECT AUDIENCE SOURCE modal, choose Upload a CSV.
This option allows you to import contacts from your own CSV file.

5. Continue to the CSV Upload Interface

After selecting Upload a CSV, click the Continue button at the bottom right of the modal.

6. Access the Import Contacts from CSV Page

You will be taken to the IMPORT CONTACTS FROM CSV page.
The page displays an Upload CSV area and a section to map CSV columns to contact fields.

7. Prepare to Upload Your CSV File

Click the Upload CSV box (or drag and drop your file into this area) to open the file picker dialog.
Note: In this example, the file picker dialog could not be demonstrated due to environment limitations, but in a live system, this action will prompt you to select your CSV file.

8. Next Steps After Upload (What to Expect)

Once your CSV file is uploaded, the system will display a column mapping interface.
Map the required fields:
- First Name (required)
- At least one of Email or LinkedIn Profile URL (required)
Optionally, map additional fields such as Last Name, Job Title, Company Name, Industry, and Notes for better personalization.
Review the audience preview on the right to verify your data appears correctly.
If any required fields are missing, the system will prompt you to complete the mapping.
Click Next to proceed to the next stage of campaign configuration.

Troubleshooting

Missing Required Fields: If you do not map all required fields, you will be prompted to complete the mapping before proceeding.
File Not Accepted: Ensure your CSV file includes the required columns and is properly formatted.
Preview Issues: If the audience preview does not display as expected, double-check your column mappings.

Success Criteria

You have successfully reached the stage where your CSV file is uploaded, columns are mapped, and the audience preview displays your contact data correctly.
You are able to proceed to the next step of campaign configuration by clicking Next.

Tips

For best results, include as many relevant columns as possible in your CSV to enable advanced personalization.
Double-check your CSV for formatting errors before uploading to avoid import issues.
Use the audience preview to verify that your data is mapped and displayed as intended before moving forward.