Create Campaign for CSV Audience

Learn how to upload a custom contact list via CSV and launch automated Voicebot campaigns using Kipps.AI’s campaign builder.

Launching a campaign with a CSV audience allows you to target a custom list of contacts by uploading a CSV file. This guide walks you through every step, from preparing your audience to launching and tracking your campaign.

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1. Prepare and Upload Your Audience

Go to the Audience Section

Navigate to the Audience page from the main dashboard.

Create Audience

Click the Create button to start a new audience.

Upload CSV File

Click the upload area or drag and drop your CSV file.
The CSV must include at least a phone number column (international format recommended, e.g., +1234567890).
Download the provided CSV template for correct formatting if needed.

Map Fields

Select the column that contains phone numbers.
Select the column that contains names.
Preview the first few rows to ensure correct mapping.

Name and Save Audience

Enter a name and (optionally) a description for your audience.
Click Submit to save.

2. Start Creating a Campaign

Go to Campaigns

Navigate to the Campaign tab.

Add Campaign

Click the Add Campaign or + Create Campaign button.

3. Fill Campaign Details

Campaign Name

Enter a descriptive name for your campaign.

Description

Add details about the campaign’s purpose.

Duration

Set how many days the campaign should run.

4. Select Setup Type as CSV

Setup Type

In the campaign creation form, find the Setup Type or Audience Source field.

Choose CSV

Select CSV from the dropdown or list.

This tells the system to use your uploaded CSV audience.

5. Choose Your Audience

Audience Selection

After selecting CSV, choose your saved audience from the dropdown list.

6. Configure Campaign Settings

Select Voice Agent

Choose the AI voicebot that will make the calls (for voice campaigns).

Initial Message

Set the opening message the bot will deliver.

System Prompt (Optional)

Provide instructions for the bot’s behavior.

Lead Qualification Prompt

Define how the bot should qualify leads.

Lead Qualification Params

Add any custom fields you want to collect or qualify (e.g., Interested, Budget, etc.).

7. Review and Launch

Review Settings

Double-check all your configurations.

Create Campaign

Click Create to save the campaign.

Start Campaign

Once setup is complete, start the campaign from the campaign list.

Features

Flexible Audience Upload: Import any contact list via CSV and map fields as needed.
AI Voicebot Integration: Use advanced voice agents for automated, natural conversations.
Custom Prompts: Personalize the initial message and qualification logic.
Lead Qualification: Automatically tag and qualify leads based on responses.
Analytics: Track delivery, response, and conversion rates in real time.
Downloadable Reports: Export leads and campaign results as CSV.
Status Tracking: Monitor campaign progress (Not Started, On Going, Completed).

Monitoring and Managing Campaigns

View Campaign Status and Analytics

See detailed statistics: total participants, contacted, replied, failed, and conversion rates.

Download Lead Data and Call Transcripts

Export results for further analysis.

Drill Down into Each Lead

View call status, responses, and qualification details.

Tip: You can reuse CSV audiences for future campaigns and combine them with other integrations for multi-channel outreach.

Troubleshooting

The CSV upload fails or shows an error. Ensure the file is in CSV format (not .xlsx or .xls). Check that the file uses UTF-8 encoding — export from Excel using "Save as CSV UTF-8" to avoid encoding errors. Also check that the phone column contains numbers without extra formatting (commas, spaces, or special characters in the data may cause parsing issues).

Phone numbers are being marked as invalid during upload. WhatsApp requires phone numbers in E.164 international format (+CountryCodeNumber, e.g., +919876543210). Numbers without a country code or with local formatting (dashes, parentheses, spaces) may be rejected. Clean the phone column before uploading.

The CSV audience is uploaded but not appearing in the campaign audience dropdown. Audiences may take a moment to process after upload. Refresh the page and check the Audience section again. If the audience still does not appear, verify the upload completed successfully — a failed upload will not create an audience entry.

Template messages are sending but placeholders are showing as blank. This occurs when the CSV column mapped to a placeholder does not have values for all rows. Ensure every row in your CSV has data in the columns mapped to template placeholders. Contacts with empty placeholder values will receive messages with blank parameter slots, which may violate WhatsApp template policies.

Frequently Asked Questions

Can I reuse a CSV audience across multiple WhatsApp campaigns? Yes. Once a CSV audience is created, it can be selected for any number of campaigns. The same audience can serve an Outreach Campaign, a Lead Campaign, or a Birthday Campaign simultaneously.

Can I add or remove contacts from a CSV audience after the campaign starts? Once a campaign starts using a CSV audience, modifying the audience does not affect the running campaign. To add contacts, create a new campaign for the additional contacts. To remove a contact from receiving messages in an active campaign, pause the campaign if the contact has not yet been processed.

What is the maximum number of contacts I can upload in a single CSV audience? The limit per CSV upload depends on your Kipps.AI subscription plan. For very large contact lists, split the CSV into multiple files and create multiple audiences, then target them across separate campaigns or in sequence.

Can I use the CSV audience for both WhatsApp and Voice campaigns? Yes. The same CSV file can be uploaded as an audience for either a WhatsApp Campaign or a Voice Campaign. You can also create two separate audiences from the same CSV and use each for a different campaign type.

How do I include personalization data (name, order ID) in the CSV for template placeholders? Add each personalization field as a separate column in the CSV. During campaign setup, map each CSV column to the corresponding template placeholder ({{1}}, {{2}}, etc.). Ensure the column header names are clear so you can identify them during the mapping step.