📄Create a campaign
Learn how to create an outbound calling campaign in Dapta — from naming your campaign and uploading contacts to configuring schedules and launching your first calls.
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.
Step 1 — Campaign Details
Fill in the basic information for your campaign.
Campaign Name (required) — A clear name that identifies this campaign in your list.
Campaign Objective (optional) — A short description for your own reference. This field does not affect how the agent behaves during calls.
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.
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.
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.
Step 3 — Property Mapping
Map the columns from your uploaded file to the corresponding fields in the Dapta CRM.
Phone Number is always the first row and is required. Select the column from your file that contains phone numbers.
Contact Name and other common fields are auto-populated when possible. Verify each mapping is correct.
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.
Once all fields are mapped, click Save and continue.
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.
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.
Step 5 — Configure Your Campaign
Define the schedule and calling rules for your campaign.
Start Date (required) — The date your campaign begins placing calls.
End Date (optional) — The date your campaign stops. Leave blank to run indefinitely.
Calling Days — Choose from Every day, Weekdays (Monday through Friday), or Custom to select specific days of the week.
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.
Attempts Per Day — How many times Dapta can call the same contact in a single day (1 to 5).
Time Zone (required) — Select the time zone for your campaign using the searchable dropdown. Defaults to your browser's time zone.
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.
What's next?
Once your campaign is created, head to the detail page to manage it, monitor call logs, and track performance.
📄Managing your campaignLast updated