# 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.

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## 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="https://3835013762-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCy5rSNtQmtqYCGzJlNEB%2Fuploads%2Fgit-blob-92029c58170cf6c80116efd83bfa01df23bbfa07%2Fcampaign-list-view.png?alt=media" alt=""><figcaption></figcaption></figure>

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## 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="https://3835013762-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCy5rSNtQmtqYCGzJlNEB%2Fuploads%2Fgit-blob-02e4132a30dc2fb1312819cab96be807891c4e11%2Fcampaign-wizard-step1-details.png?alt=media" alt=""><figcaption></figcaption></figure>

<figure><img src="https://3835013762-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCy5rSNtQmtqYCGzJlNEB%2Fuploads%2Fgit-blob-5b4526cfea3ac5ebf9deb2a5c3e5f5ff957093f0%2Fcampaign-wizard-step1-filled.png?alt=media" alt=""><figcaption></figcaption></figure>

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## 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="https://3835013762-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCy5rSNtQmtqYCGzJlNEB%2Fuploads%2Fgit-blob-8f0aca861b6cc3058043dc7281792a430e715b85%2Fcampaign-wizard-step2-upload.png?alt=media" alt=""><figcaption></figcaption></figure>

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## 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="https://3835013762-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCy5rSNtQmtqYCGzJlNEB%2Fuploads%2Fgit-blob-184d2c54d7ed13a7d819bf1e41f5708282d2a141%2Fcampaign-wizard-step3-mapping.png?alt=media" alt=""><figcaption></figcaption></figure>

<figure><img src="https://3835013762-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCy5rSNtQmtqYCGzJlNEB%2Fuploads%2Fgit-blob-0063f6fa3c58274f27b9316fd23e168c3717567c%2Fcampaign-wizard-step3-mapped.png?alt=media" alt=""><figcaption></figcaption></figure>

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## 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="https://3835013762-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCy5rSNtQmtqYCGzJlNEB%2Fuploads%2Fgit-blob-4106594901cdedec46ebbd6e1032e1025dd763f5%2Fcampaign-wizard-error-log.png?alt=media" alt=""><figcaption></figcaption></figure>

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## 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="https://3835013762-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCy5rSNtQmtqYCGzJlNEB%2Fuploads%2Fgit-blob-0bcce60c1d78ad54508a9f8151cfd49df1b8fb98%2Fcampaign-wizard-step4-configure.png?alt=media" 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="managing-your-campaign" %}
[managing-your-campaign](https://docs.dapta.ai/ai-voice-agents/how-to-create-your-first-campaign-in-dapta/managing-your-campaign)
{% endcontent-ref %}
