Adding Contacts to your Campaign Using SharpenDB2:
Once you’re ready to add contacts to your campaign, you’ll do so via a new SharpenDB2 campaign table (Admin > Configuration > SharpenDB2 > Fathom Contacts).
Click the New Table button in the upper-left corner and name your campaign table.
Note: Campaign tables have a 1-to-1 relationship with specific campaigns in OmniOut. Said differently, you will need a campaign table for each unique campaign.
Once you’ve created your new table, click the “structure” tab along the top, right above the name of the table. Here, we can add some new columns in order to drive our OmniOut campaign.
Click the Add Column button and add each of the following columns. You don’t necessarily need to populate each column with contact information, but be sure to add them to the table structure (with the appropriate field type) so that everything maps properly with OmniOut.
Field Name | Type | Additional Notes |
|---|---|---|
id * | int | This field is present by default — don’t delete it The ID maps your contacts so that you update contact row instead of ending up with duplicates. (e.g. a contact w/ the ID of 1 can be updated in your CSV and re-uploaded at any time, overriding the existing row with the most up-to-date information). |
firstName | 'varchar' | |
lastName | 'varchar' | |
phone | 'varchar' | |
'varchar' | ||
memberTimezone | 'varchar' | |
company | 'varchar' | |
city | 'varchar' | |
state | 'varchar' | |
status * | 'varchar' | 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). |
owner * | 'varchar' | 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 and the interactions will go to the default Q. |
imported * | ‘tinyint’ | 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. |
lastActionTime * | ‘datetime’ | This date/time field will populate with the last OmniOut import timestamp. |
. Adding Contacts to your Campaign individually using SharpenDB2
Now that you’ve setup your table structure, you’re ready to input your contacts. You can add a row of data individually by using the Add Row button in the upper right.
If this is your first campaign—all you need is to ensure you have the appropriate table structure and at least one contact in the table. This will allow you to link the table to the campaign builder in the next article.
You can always add more contacts later, so if you’re just testing, err on the side of less contacts initially until you’re ready to add more. Once you’re ready, you can use the bulk, CSV upload to add more contacts.
Adding Contacts to your Campaign in Bulk via CSV in SharpenDB2:
You can also add records to your new table through CSV import.
Since you’ve done the hard work of setting up your table, we’d recommend adding a contact manually and then exporting the CSV first. That way, you don’t have to worry about accidentally mistyping any column headers and all of your data cleanly maps to your new DB table. To do this, click the export button and then Generate New Report. You’ll then see your requested DB exports below. Select your report and download (not delete).
With your exported report, it’s easy to fill out the CSV and massage your data before uploading using the Import CSV button.
Once your contacts are loaded, you are ready to head back to OmniOut and link your new DB Table to our campaign.
The information below utilizes SharpenTables, a legacy method of adding contacts to an OmniOut campaign. We’d recommend using the above method, but are preserving the directions below just in case you have campaigns that are already setup.
Adding Contacts to your Campaign Using SharpenTables (Legacy)
Adding Contacts to Your Campaign in Bulk using SharpenTables (legacy)
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 using SharpenTables (legacy)
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.