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.
11. Click on "Yes"
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.
13. Map the Phone Number column to "Phone Number" in the dropdown menu and click "Confirm Mapping"
14. Click "Ignore Mapping" for any other columns, if any.
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"