Upload Contacts & Launch Campaigns

Creating and Launching a Campaign on Simpletalk.ai: Uploading Contacts and Managing Campaigns

Introduction to Campaign Creation and Contact Upload

The video tutorial begins with an overview of how to create a marketing campaign and upload contacts into the Simpletalk.ai platform. The process starts in the "Contacts" section where previously uploaded contact lists are displayed.

Uploading Contacts

The instructor navigates to the "Import Contacts" section, where users can begin by downloading an example CSV file to understand the required format. Users are instructed to name their contact list (e.g., "test video list") and upload a CSV file by either browsing or dragging and dropping the file. The CSV file used in the example does not include emails, so alternative contact fields such as full name, business list category, and phone number are used instead. After matching the required columns (name, email, phone number), the platform confirms that all files have been imported successfully.

Creating a New Campaign

Moving to the "Campaigns UI," the process continues with creating a new campaign. The instructor names the campaign, selects the contact list just uploaded, assigns an agent, and sets a budget of $20. This budget cap ensures that the campaign automatically ceases once the limit is reached, which is critical for managing costs against a large number of contacts (332 in this example).

Campaign Cost and Management

Upon campaign creation, an estimated cost of $31 to reach all 332 contacts is presented, showing that the set budget is insufficient to cover all potential calls. The tutorial explains how to activate the campaign and highlights the detailed analytics available once the campaign is running. These analytics include the number of calls made, no answers, transfers, and appointments, along with their respective percentages and costs per action. This data allows users to calculate the return on investment for different aspects of the campaign, such as cost per booked appointment.

Editing and Viewing Campaign Metrics

Users can edit various aspects of an active campaign, including its name, budget, and assigned agent. If needed, entire campaigns can be deleted. The platform also provides a comprehensive view of all campaign metrics, including total spent, contacts remaining, and overall performance averages across all campaigns. Notably, if a campaign is deleted, its data is excluded from the aggregated averages, ensuring current metrics reflect only active or completed campaigns.

Conclusion

This tutorial covers essential steps for setting up and managing campaigns within Simpletalk.ai, from uploading contact lists to launching campaigns and monitoring their progress. The platform's detailed analytics support strategic decision-making by providing insights into cost efficiency and campaign effectiveness.

Introduction to Campaign Creation and Contact Upload

The video tutorial begins with an overview of how to create a marketing campaign and upload contacts into the Simpletalk.ai platform. The process starts in the "Contacts" section where previously uploaded contact lists are displayed.

Uploading Contacts

The instructor navigates to the "Import Contacts" section, where users can begin by downloading an example CSV file to understand the required format. Users are instructed to name their contact list (e.g., "test video list") and upload a CSV file by either browsing or dragging and dropping the file. The CSV file used in the example does not include emails, so alternative contact fields such as full name, business list category, and phone number are used instead. After matching the required columns (name, email, phone number), the platform confirms that all files have been imported successfully.

Creating a New Campaign

Moving to the "Campaigns UI," the process continues with creating a new campaign. The instructor names the campaign, selects the contact list just uploaded, assigns an agent, and sets a budget of $20. This budget cap ensures that the campaign automatically ceases once the limit is reached, which is critical for managing costs against a large number of contacts (332 in this example).

Campaign Cost and Management

Upon campaign creation, an estimated cost of $31 to reach all 332 contacts is presented, showing that the set budget is insufficient to cover all potential calls. The tutorial explains how to activate the campaign and highlights the detailed analytics available once the campaign is running. These analytics include the number of calls made, no answers, transfers, and appointments, along with their respective percentages and costs per action. This data allows users to calculate the return on investment for different aspects of the campaign, such as cost per booked appointment.

Editing and Viewing Campaign Metrics

Users can edit various aspects of an active campaign, including its name, budget, and assigned agent. If needed, entire campaigns can be deleted. The platform also provides a comprehensive view of all campaign metrics, including total spent, contacts remaining, and overall performance averages across all campaigns. Notably, if a campaign is deleted, its data is excluded from the aggregated averages, ensuring current metrics reflect only active or completed campaigns.

Conclusion

This tutorial covers essential steps for setting up and managing campaigns within Simpletalk.ai, from uploading contact lists to launching campaigns and monitoring their progress. The platform's detailed analytics support strategic decision-making by providing insights into cost efficiency and campaign effectiveness.