Creating a CSV-Based Campaign in Alice

Overview

This guide explains how to set up a new campaign in Alice by importing a list of contacts from a CSV file. You will learn how to access the Campaigns dashboard, start a campaign, select the CSV import workflow, and upload your file so that Alice can map your columns to the correct fields.

Expected outcome: A new campaign is created and your CSV file is uploaded, ready for column-mapping and launch.

Estimated time to complete: 5-10 minutes

Watch the process

Prerequisites

• Alice account with permission to create campaigns

• A CSV file that contains, at a minimum:

  • First Name

  • Email or LinkedIn Profile URL

• (Recommended) Additional columns for richer personalisation:

  • Job Title

  • Company

  • Industry

  • Notes or other custom fields

Step-by-Step Instructions

1. Navigate to the Campaigns Dashboard

   • Log in to Alice.

   • In the left-hand menu, click Campaigns.

2. Start a New Campaign

   • Click Create New Campaign in the upper-right corner.

   • The campaign creation interface opens.

3. Select the CSV Upload Workflow

   • In the audience selection tabs at the top, click Upload CSV to switch to the import workflow.

4. Review Required & Recommended Columns

   • Alice reminds you that First Name and Email or LinkedIn Profile URL are required.

   • Additional columns (Job Title, Company, Industry, Notes) are optional but boost personalisation.

5. Upload Your CSV File

   • Click the Upload CSV File area or drag-and-drop your file.

   • A file-picker dialog appears; choose your CSV file.

6. Prepare for Column Mapping

   • After the file is accepted, Alice displays the column-mapping screen.

   • Map each CSV column to the appropriate Alice field and click Next.

Verification & Success Criteria

• The upload area shows your file name without errors.

• Alice prompts you to map columns after upload.

• No warnings appear for missing First Name or Email / LinkedIn URL columns.

Tips for Success

• Include as many recommended columns as possible for richer messaging.

• Remove special characters from column headers to avoid mapping errors.

• Large files may take longer—keep the browser tab open until the upload completes.

Troubleshooting

• Cannot click “Create New Campaign”? You may lack permissions. Contact your Alice admin.

• Missing required columns: Ensure “First Name” and either “Email” or “LinkedIn Profile URL” are present and spelled correctly.

• File format issues: Only .csv files are supported. Save or export your spreadsheet as CSV.

• Upload freezes: Refresh the page and retry. If it persists, test your connection or contact support.

Next Steps

After your CSV is successfully uploaded and mapped:

1. Give your campaign a descriptive name.

2. Configure messaging sequences and personalisation tokens.

3. Review settings, schedule send times, and launch your campaign.