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How to Create a CSV Campaign

You can easily upload your own list of prospects into Alta by creating a CSV Campaign. Follow these steps:

Sharon Drelevich avatar
Written by Sharon Drelevich
Updated this week

1. Navigate to Campaigns

  • Go to the Campaigns tab.

  • Click Create Campaign.

2. Select CSV as the Source

  • Choose CSV as your campaign source.

  • You will see an option to download the CSV template. Use this template to ensure the correct format for your prospect list.

3. Prepare Your CSV File

  • Fill the template with the prospects you want to add.

  • Once ready, click Choose File, select your CSV, and import it.

4. Map Fields

  • Match the fields in your CSV to Alta’s fields (e.g., First Name → First Name, Last Name → Last Name, Email → Email, LinkedIn URL → LinkedIn URL).

  • If you don’t have a certain field (e.g., phone number), you can skip it.

5. Save & Continue

  • Once all fields are mapped, click Save and Continue.

  • Your CSV is now added as the ICP (Ideal Customer Profile) for your campaign.

6. Continue Campaign Setup

After uploading your CSV, proceed with the remaining campaign steps:

  • Pitch – Define your messaging.

  • Touchpoints – Set up your outreach sequence.

  • Setup – Finalize campaign settings.

👉 For guidance on these steps, check the related video tutorials.

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