📄Create a campaign

A Campaign in Dapta lets you run outbound calls fast—no code needed. Just upload a spreadsheet with your contacts and let your voice agent handle the rest. Simple and scalable.|

🟣 Step 1: Create a New Campaign 1️⃣ Go to Campaigns From the Dapta home page, click 📂 Campaigns in the sidebar. 2️⃣ Create a New Campaign Click ➕ Create Campaign to begin setting up your new campaign.

3️⃣ Set Campaign Details

• 📝 Give your campaign a clear Name

• 🎯 Define a Campaign Objective that describes its purpose

• 🗣️ Choose the Voice Agent that will be making the calls

  

🟣 Step 2: Upload Your Data File

1️⃣ Add Your Spreadsheet Upload the file you’ll use for your campaign. Supported formats include:

• 📄 CSV (.csv)

• 📊 Excel (.xlsx, .xls)

• 🌐 Google Sheets (export as .csv or .xlsx before uploading)

2️⃣ Prepare Your File Make sure your spreadsheet is formatted correctly to avoid errors.

⚠️ Tips to Avoid Issues:

• Use clear column headers like name, phone, or email.

• Format phone numbers using international format, such as [phone] (US) or +52XXXXXXXXXX (Mexico).

3️⃣ Upload and Continue Once your file is uploaded, Dapta will process the data and get it ready for property mapping in the next step.

🟣 Step 3: Map Your Properties

1️⃣ Default Fields Dapta will automatically display the required fields like Phone and Name.

2️⃣ Map Your Columns

Left column ("Properties in Dapta CRM") = The variables your prompt or agent uses (e.g. Phone Number, Contact Name).

Right column ("Columns in your file") = The actual column headers from your uploaded spreadsheet (e.g. contact_name, contact_phone, etc.).

3️⃣ Add More Properties (Optional) You can map additional fields (like email, location, etc.) as long as they exist in your spreadsheet.

4️⃣ Handle Errors Once you map everything, Dapta will process your file and show any rows that failed to upload:

• ✅ Valid rows will still be added to your campaign

• 🧾 An error log will be generated so you can fix issues

• 🔁 You can press Back, correct your file, and re-upload—or continue with the valid records

💡 You don’t need to fix all errors right away—you can still launch the campaign using the successfully uploaded data.

If your spreadsheet includes extra data (like company name, email, or tags), you can map it to a property your agent can use.

➕ Add a New Property

1. Click Add Property

2. In the modal:

   • Display Name: This is what will show in Dapta (e.g., Company Name)

   • Field Name: This must exactly match the column in your spreadsheet (e.g., company_name)

   • Data Type: Select from Text, Number, Date, or Boolean based on your data

These properties will also be added to your CRM. You can later download, filter, and reuse this data across campaigns.

Once added, use the dropdown on the right to map your new property to the correct column in your uploaded file.

🔁 Map to File Column

✅ That’s it! Your agent can now use this extra info during the call flow. 🟣 Step 4: Set Up Your Campaign

In this step, you'll define how and when your campaign will run.

1️⃣ Start & End Date 📅 Choose the date range your campaign will be active.

2️⃣ Calling Days 📆 Select whether calls run:

• Daily

• Weekdays only (Mon–Fri)

• Or on a custom schedule

3️⃣ Max Attempts per Contact 🔁 Set how many times Dapta should retry a call if it's not answered.

4️⃣ Attempts per Day 📈 Control how many call attempts can be made to the same contact in a single day.

5️⃣ Time Zone 🌍 Define the time zone your campaign should follow so calls are made at the right local time.

6️⃣ Call Schedule Windows ⏰ Add one or more time windows to control when calls are allowed (e.g. only between 9AM–12PM and 2PM–5PM). This helps avoid calling during non-business hours or lunch breaks.

🟣 Step 5: Metrics Once your campaign is live, click into your campaign and go to the Metrics tab to monitor performance and call activity.

1️⃣ Campaign Overview

At the top of the Metrics tab, you’ll see key stats at a glance:

• 💳 Credits Used

• 📞 Total Calls

• ☎️ Contacts Called

• 📈 Connection Rate

• ⏱️ Avg. Call Duration

Use this section to quickly assess how your campaign is performing.

2️⃣ Calls Made (Line Chart)

Track the number of calls made per day. Each data point can be broken down by:

• ❌ Dial Failed

• 📴 Voicemail Reached

• 🔕 User Hangup

• 💤 Inactivity

• 📊 Total Calls

Hover over each date to see individual performance.

3️⃣ Contact Funnel

This horizontal funnel shows your contact journey:

• 🔵 Total Contacts (100%)

• 🟡 Connected (% of total reached)

• 🟢 Successful (% of total that completed the flow)

This helps visualize drop-offs between stages.

4️⃣ Tips for Optimization

Use this data to:

• Identify peak connection times

• Spot trends in disconnect reasons

• Refine your contact list

• Optimize script performance

➡️ Click “Metrics” from your campaign dashboard to get started.