Adding Contacts to Your Campaign in Bulk
Once you’re ready to add contacts to your campaign, you’ll do so via the Fathom Contacts table (Admin > Configuration > Sharpen Tables > Fathom Contacts).
Navigate to the bottom of the data tab and click more to reveal the Import Records button. Download the CSV template so that you can ensure the proper fields are in place for your campaign.
Open the CSV in your editor of choice and fill in your contacts. The following fields are required in order move through the campaign properly.
Field Name | Notes |
|---|---|
Full Name | |
First Name | |
Last Name | |
Phone Number | |
Email Address * | Only required if you are emailing within the campaign. |
SSA Campaign Status | This is the stage in the campaign where you’d like to insert this contact (generally, you want the contact to go to the first stage of the campaign—this gives you the option to leapfrog portions of the campaign if necessary). |
SSA Campaign ID | This is the unique campaign key. |
SSA Imported | This is a boolean field that lets OmniOut know whether a contact has been imported for a given stage yet. Enter 0 (that’s a zero) for new contacts. This will change to 1 after the contact has been imported for a stage. Then, switch back to 0 when it transitions to the next stage. |
SSA Owner | This is the particular owner you want to assign to the contact (e.g. if you want to handle Adam’s contacts differently from Ric’s, you’d enter the respective owner here). If you don’t have a specific owner, insert an asterisk * |
Save your CSV and use the import option above to bulk import your contacts into Fathom Contacts.
Adding Contacts to Your Campaign Individually
Navigate to Admin > Configuration > Sharpen Tables > Fathom Contacts. At the bottom of the data tab, click Add Record and fill in the same required fields listed above.
If your contacts are already in Fathom Contacts, you can add them to your campaign by filling in the required fields.