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Uploading Customers for Campaigns

Upload your customer data via CSV to populate campaigns with targeted customer lists. Step by step, learn how to upload and map customer data. Select Customers from the side navigation, choose your campaign, and click Upload Customers to begin.

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CSV Upload Process

Upload Customers

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Upload CSV File

Drag and drop your CSV file or click Browse to select a file from your computer. The platform supports standard CSV formats with comma-separated values.

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CSV Field Requirements

Your CSV file must include the following mandatory fields and can optionally include dynamic variables for personalized messaging.

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Phone Number

phoneNumber - The customer’s phone number including ISD code
  • Format: Must include country code prefix (e.g., +91 for India, +1 for US)
  • Example: +919876543210, +15551234567
  • Required: Yes
  • Usage: Used as the primary contact method for AI-powered calls

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Campaign Identifier

campaign - The campaign identifier
  • Purpose: Links each customer to a specific campaign
  • Required: Yes
  • Example: welcome-series-q1, survey-2024-customer-satisfaction

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Customer Identifier

identifier - Unique identifier for each customer
  • Purpose: Ensures each customer is uniquely tracked in the system
  • Required: Yes
  • Options:
    • Use phone number as identifier
    • Use internal customer ID from your CRM
    • Use any unique customer reference
  • Example: CUST-12345, +919876543210, user_67890

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Optional Dynamic Variables

Include any additional fields that your agent’s prompt uses for personalized messaging, preferably in camel case. These fields are automatically available as variables in your agent prompts.

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Common Dynamic Variables

customerName - Customer’s name for personalized greetings
  • Example: "John Smith", "Priya Patel"
  • Usage: Hello {{customerName}}, this is...
accountType - Customer’s account or subscription level
  • Example: "Premium", "Basic", "Enterprise"
  • Usage: As a {{accountType}} customer, you have access to...
lastPurchaseDate - Date of last interaction or purchase
  • Example: "2024-01-15"
  • Usage: We noticed your last purchase was on {{lastPurchaseDate}}...
customField1, customField2, etc. - Any other relevant customer data
  • Examples: "renewal_date", "subscription_status", "preferred_language"
  • Usage: Available as {{renewal_date}}, {{subscription_status}}, etc.

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Field Mapping Interface

Field Mapping After uploading your CSV, Oration AI automatically detects column headers and suggests field mappings. Review and adjust these mappings to ensure data is correctly assigned.

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CSV Format Guidelines

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File Structure

phoneNumber,campaign,identifier,customerName,customerType,lastPurchaseDate
+919876543210,welcome-series-q1,CUST-12345,John Smith,welcome-campaign,2024-01-15
+15551234567,welcome-series-q1,CUST-67890,Jane Doe,welcome-campaign,2024-02-20
+447700900123,welcome-series-q1,CUST-11111,Bob Johnson,welcome-campaign,2024-01-30

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Format Requirements

  • Character Encoding: UTF-8 recommended for international characters
  • Delimiter: Comma (,) by default
  • Header Row: Required - first row must contain column names
  • Row Limit: Up to 100,000 customers per upload

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Best Practices

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CSV Preparation

Clean Data:
  • Remove duplicate phone numbers
  • Validate phone number formats before upload
  • Ensure consistent date formats (YYYY-MM-DD)
  • Check for special characters in names
Naming Conventions:
  • Use descriptive column headers
  • Avoid spaces in column names (use underscores or camelCase)
  • Keep field names consistent across uploads
Data Quality:
  • Verify phone numbers are active and reachable
  • Ensure customer consent for outreach
  • Regular data cleansing to maintain accuracy
Need more help? Reach out to our team at developers@oration.ai