Setting Up Pre- and Post-Event Outreach Campaigns with a CSV Audience in 11x.ai

Overview

This guide provides step-by-step instructions for setting up pre- and post-event outreach campaigns in 11x.ai using a CSV file to import your audience. You will learn how to start a new campaign, select the appropriate configuration, and reach the point where you can upload your attendee list for personalized outreach.

Expected Outcome:

• You will reach the CSV upload interface, ready to import your event attendee list and proceed with campaign creation.

Estimated Time: 5–10 minutes

Prerequisites

• You must have a CSV file containing your event attendee list, with at least the following columns:
  • Required: First Name, and either Email or LinkedIn Profile URL
  • Recommended: Job Title, Company, Industry, Notes (for improved personalization)
• Appropriate permissions to create campaigns in 11x.ai

Step-by-Step Instructions

1. Navigate to the Campaigns Dashboard

• From the main navigation menu, click Campaigns to open the campaigns dashboard.

• Locate and click the Create Campaign button in the left sidebar.

  

Expected Outcome: A modal window appears prompting you to select a campaign template.

2. Select the Campaign Template

• In the SELECT PLAY modal, scroll to the ADVANCED section.

• Click the Custom option. This allows you to manually configure all campaign settings for advanced customization.

  

Expected Outcome: The system prompts you to select how you want to source your campaign audience.

3. Choose Audience Source: Upload a CSV

• In the SELECT AUDIENCE SOURCE modal, select Upload a CSV.

  

• Click the Continue button to proceed.

  

Expected Outcome: You are taken to the CSV upload interface for audience import.

4. Review the CSV Upload Interface and Requirements

• The Import Contacts from CSV panel appears, showing:

  • Required columns: First Name and either Email or LinkedIn Profile URL
  • Recommended columns: Job Title, Company, Industry, Notes

• The Upload CSV area is visible, allowing you to click or drag and drop your file.

• Below, you will see the MAP CSV section, where you can map your CSV columns to the appropriate fields in 11x.ai.

  

Expected Outcome: You are ready to upload your CSV file and map the columns.

5. Next Steps: Upload and Map Your CSV (User Action Required)

• Click the Upload CSV area or drag and drop your attendee list file.
• Select your CSV file from your computer (ensure it is UTF-8 encoded).
• Wait for the system to validate your file and display a preview of your audience.
• Map each column from your CSV to the corresponding field in the MAP CSV section.
• Once mapping is complete and the preview looks correct, click Next to proceed to the Messaging step.

Note:

• If any required columns are missing, update your CSV and re-upload.
• If you encounter errors (e.g., invalid file type), ensure your file is saved as CSV (UTF-8).

Troubleshooting

• Missing Required Columns:

  • Error: System prompts that First Name or Email/LinkedIn Profile URL is missing.
  • Solution: Edit your CSV to include the required columns and re-upload.

• Upload Area Not Responding:

  • Solution: Refresh the page and ensure your browser allows file uploads.

• Invalid File Type Error:

  • Solution: Save your file as CSV (UTF-8) and try again.

• Cannot Find ‘Create Campaign’ Button:

  • Solution: Refresh the page or check with your administrator for campaign creation permissions.

Success Criteria and Verification

• You have reached the CSV upload interface, with your attendee list ready for import.
• The system displays a preview of your audience and allows you to map columns.
• You are able to proceed to the next step (Messaging) after successful upload and mapping.

Tip: For best results, include as many recommended columns as possible in your CSV to enable more personalized outreach messages.