Step 1: Go to Campaigns
From your Alta account, click Campaigns.
Step 2: Create a New Campaign
Click Create Campaign.
Step 3: Select CSV
Choose CSV as the audience source.
Step 4: Download the CSV Template
Click Download the Template.
Use this template to make sure your CSV file is formatted correctly before uploading it.
Step 5: Choose Your CSV File
Click Choose a File.
Select the CSV file you want to upload.
Step 6: Import the CSV
After selecting the file, click Import.
Alta will upload the CSV and show a preview on the right-hand side of the screen.
Step 7: Review the CSV Preview
On the right-hand side, review the CSV preview.
You will be able to see the columns included in your file.
Step 8: Map the CSV Columns
On the left-hand side, review the column mapping.
Column mapping makes sure that the Alta fields match the columns in your CSV file.
For example, if your CSV does not include a phone number column, you can delete the phone number mapping.
Step 9: Confirm Column Mapping Success
Once the columns are mapped correctly, Alta will show a Column Mapping Success message.
This means your CSV is ready to use.
Step 10: Move to the Pitch Stage
After the column mapping is complete, you can move on to the next stage of the campaign setup, which is the Pitch stage.