# Create a campaign

{% embed url="<https://youtu.be/L7gyosYNEs4?si=mvyzUXEzCtQVKXUP>" %}

Campaigns let you launch outbound calls at scale using your voice agents. This guide walks you through every step of the campaign creation wizard.

***

## Navigate to Campaigns

**Step 1:** Click **Campaigns** in the left sidebar to open the campaigns list page.

The table displays all your campaigns with their **Name**, **Start Date**, **End Date**, **Agent**, **Active** toggle, and **Status**. Use the search bar to find a specific campaign quickly.

**Step 2:** Click the **Create Campaign** button in the top-right corner to launch the creation wizard.

<figure><img src="/files/yMVdomNfy8xlODKHtY6o" alt=""><figcaption></figcaption></figure>

***

## Step 1 — Campaign Details

Fill in the basic information for your campaign.

1. **Campaign Name** (required) — A clear name that identifies this campaign in your list.
2. **Campaign Objective** (optional) — A short description for your own reference. This field does not affect how the agent behaves during calls.
3. **Agent** (required) — Select the voice agent that will handle the calls. The dropdown shows voice agents only, sorted by last update date.

Click **Save and continue** to move to the next step.

<figure><img src="/files/uPbpU2JQP4iD0UihQzcu" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/Pr2SgmX30gk31x0C8CKY" alt=""><figcaption></figcaption></figure>

***

## Step 2 — Upload a File

Upload the contact list your campaign will use to place calls.

**Step 1:** Drag and drop your file into the upload area, or click to browse your computer.

**Step 2:** Confirm the upload. After the file is processed, you will see the file name, type, and size displayed on screen.

Supported formats:

* **CSV** (.csv)
* **Excel** (.xlsx)

> **💡 Tip:** Make sure your file includes at least a contact name column and a phone number column before uploading.

{% hint style="info" %}
You can click **Skip** to skip the file upload and property mapping steps (Steps 2 and 3). You can always add contacts later from the campaign detail page.
{% endhint %}

<figure><img src="/files/PYvAi8gcSBnXYZSi4rG5" alt=""><figcaption></figcaption></figure>

***

## Step 3 — Property Mapping

Map the columns from your uploaded file to the corresponding fields in the Dapta CRM.

1. **Phone Number** is always the first row and is required. Select the column from your file that contains phone numbers.
2. **Contact Name** and other common fields are auto-populated when possible. Verify each mapping is correct.
3. To add a field that is not listed, click **+ Add Property** to create a new CRM field and map it to a column in your file.
4. Once all fields are mapped, click **Save and continue**.

<figure><img src="/files/U9qkBYGvpGjPQOUmQSmP" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/jaJoeZryGahAdDedVIOV" alt=""><figcaption></figcaption></figure>

***

## Step 4 — Handle Errors

Once you confirm your mappings, Dapta processes the file and shows any rows that failed validation.

* **Valid rows** are still added to your campaign and saved to your CRM.
* An **error log** is generated so you can review exactly which rows failed and why.
* Click **Back** to return to the upload step, fix your file, and re-upload — or click **Continue** to proceed with only the valid records.

{% hint style="info" %}
You do not need to fix all errors before launching your campaign. You can continue with the successfully uploaded contacts and add the remaining ones later from the **Contact List** tab.
{% endhint %}

<figure><img src="/files/QaSjgKoO8WFC01jb5ryQ" alt=""><figcaption></figcaption></figure>

***

## Step 5 — Configure Your Campaign

Define the schedule and calling rules for your campaign.

1. **Start Date** (required) — The date your campaign begins placing calls.
2. **End Date** (optional) — The date your campaign stops. Leave blank to run indefinitely.
3. **Calling Days** — Choose from **Every day**, **Weekdays** (Monday through Friday), or **Custom** to select specific days of the week.
4. **Max Attempts Per Contact** — The total number of retry attempts across all time slots (1 to 40). The available range adjusts based on your **Attempts Per Day** setting.
5. **Attempts Per Day** — How many times Dapta can call the same contact in a single day (1 to 5).
6. **Time Zone** (required) — Select the time zone for your campaign using the searchable dropdown. Defaults to your browser's time zone.
7. **Weekly Schedule** — A day-by-day table where you configure calling windows for each active day. Each day can have its own independent time slots. Click **+ Add Time Slot** to define additional windows within a day.

Click **Finish** to save your campaign. You will be taken to the campaign detail page.

<figure><img src="/files/cjVqSLlFMccDGqSfvz5E" alt=""><figcaption></figcaption></figure>

***

## What's next?

Once your campaign is created, head to the detail page to manage it, monitor call logs, and track performance.

{% content-ref url="/pages/oAicUT9kkH5vABsAXEao" %}
[Managing your campaign](/ai-voice-agents/how-to-create-your-first-campaign-in-dapta/managing-your-campaign.md)
{% endcontent-ref %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.dapta.ai/ai-voice-agents/how-to-create-your-first-campaign-in-dapta/create-a-campaign.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.