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1. Declare variables

Declare the variables associated with the data in your CSV file in the Custom Variables section, then define them in the Call Context section.

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2. Navigate to the Campaigns section

  • First, go to the “Campaigns (outbound)” section (highlighted in red in the screenshot below).
  • Then, click on the “Add Campaign” black button (highlighted in blue).
Launch a Campaign

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3. Associate a phone number and agent

  • Assign a phone number to the campaign (highlighted in red below). If you don’t have a phone number yet, refer to the Associate your agent with a phone number section.
  • Link the correct agent to the campaign (highlighted in blue).
Select the number and the agent associated to the campaign

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4. Upload the CSV file

Upload your CSV to the block highlighted in red below. The file must include:
  • A column named phone_number with the numbers to call.
  • Columns with the exact names of the variables declared in Step 1, with appropriate values.
Use this CSV template as a reference. Insert your CSV file

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5. Start the campaign

To test your agent with a single number:
  • Click on “Single test” (highlighted in blue below).
  • Fill in the variables manually.
To launch the full call campaign:
  • Click on the “Start campaign” button (highlighted in red below).
Start Campaign and proceed a single test
Calls will be processed one at a time.
For simultaneous calls, please contact: team@callrounded.com