You can add prospects in two ways:
Manually
By uploading a CSV file
Step 1: Go to Campaigns
From your Alta account, click Campaigns.
Step 2: Open the Campaign Options
Find the campaign you want to update.
On the right-hand side of the campaign, click the three dots.
This will open the campaign options menu.
Step 3: Click Updates
From the options menu, click Updates.
Step 4: Select Upload Prospects
Inside the Updates section, click Upload Prospects.
You will then be able to choose how you want to add prospects to the campaign.
Option 1: Add Prospects Manually
If you choose to add prospects manually, you can add them using either:
Email address
LinkedIn profile
To add prospects manually:
Select the manual upload option.
Enter the prospect’s email address or LinkedIn profile.
Click Add to Campaign.
The prospect will then be added to the selected campaign.
Option 2: Add Prospects Using a CSV File
If you want to upload multiple prospects at once, you can use a CSV file.
To upload prospects with a CSV:
Select the CSV upload option.
Click Upload CSV.
Choose the file from your computer.
Click Upload.
Once the file is uploaded, the prospects will be added to the campaign.
Best Practices Before Uploading Prospects
Before adding prospects to a campaign, make sure that:
The prospect information is accurate.
Email addresses are formatted correctly.
LinkedIn profile URLs are valid.
The CSV file is clean and organized.
You are adding prospects to the correct campaign.