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Creating a Campaign with a Workforce Management List - V1
Creating a Campaign with a Workforce Management List - V1
Daniel Walsh avatar
Written by Daniel Walsh
Updated over a week ago


2. Click on "Create Campaign"


3. Name your campaign


4. Select the line you would like to send the campaign from


5. Click "Save"


6. Under Select Audience, click the contact button with a + next to it.


7. Name your upload


8. Click "Click to Upload a File"


9. Click "Upload data from file" and choose the file from your computer


10. After choosing your file, Whippy will ask if the first row contains column names, as we see in the screenshot below, it does contain column names.

Note: This should be the case with all Workforce Management files.

Screenshot


11. Click on "Yes"

Screenshot


12. Map the Name column to "Last Name, First Name" in the dropdown menu and click "Confirm Mapping"

When downloading a list from Workforce Management, the names usually show in a Last Name, First Name format. This is why we map it to Last Name, First Name, so Whippy can automatically change it to First Name, Last Name.

Screenshot


13. Map the Phone Number column to "Phone Number" in the dropdown menu and click "Confirm Mapping"

Screenshot


14. Click "Ignore Mapping" for any other columns, if any.

Screenshot


15. Click on "Next"


16. You will see an overview of contacts uploaded. You can click on the cells here if you need to make any quick edits. Then, Click "Finish"


17. Click on "Yes" to upload.


18. After uploading, Click on Save


19. Create your message


20. Click on Save


21. Last but not least, to send your campaign straight away, click "Send Campaign"

...complete the confirmation to send and click "Send Campaign"

Done! You've sent a campaign using a Workforce Management list. πŸŽ‰

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