You have selected to top up an existing Campaign
To topup an existing Campaign start by filling out the following fields:
Campaign TemplateCAMPAIGN IMPORT TARGET NEW CAMPAIGN
Select on of the existing Campaign Templates to import your spreadsheet into.
Note: the Campaign Template's fields must match the column headings in your spreadsheet.
You can actually import a spreadsheet with some extra on missing columns. Any extra columns will be ignored (not imported) and any missing columns will simply generate a warning. Only the fields containing phone numbers are required.
CampaignCAMPAIGN IMPORT TARGET NEW TEMPLATE
Select the existing Campaign that you want to add new leads to.
Create AllocationCAMPAIGN IMPORT TARGET NEW TEMPLATE
Tick the box if you want to create an Allocation as part of the Campaign. All leads from the spreadsheet will be combined into a single Campaign.
If you want to split the Campaign into separate Allocations (say by postcode) then leave this box unticked and perform a manual Allocation after completing the import.
Start AllocationCAMPAIGN IMPORT TARGET NEW TEMPLATE
Tick the box if you want the Allocation to be immediately visible to your Agents.
If you leave the box untick you will need to manually start the Allocation from the Campaign Control Panel when you are ready.
New Allocation NameCAMPAIGN IMPORT TARGET NEW TEMPLATE
The name of the Allocation.
As you are topping up an existing Campaign you should use an Allocation name that reflects the source of the data.
e.g. Web Leads Feb 2021