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.