Marketing Outreach Help Center

How to Use Omni

(Answers to All Your Questions)

Uploading Leads is as simple as it sounds like 🤠

  • When creating a new campaign.
    • When creating a new campaign (add a link to “How do I create a new campaign?”), choose Upload Leads post, adding the campaign name.

      • Click on the "Browse file" button or simply drag and drop a CSV file containing the leads list to upload them and add them to the campaign.

      • If you prefer, you can skip the leads upload at this stage and do it later using the "Leads" tab.

      • When adding additional leads to the campaign.
        • Click and select the campaign to which you want to add more leads.

        • Look for the "Import Leads" option and click on it.

        • You will be presented with two choices: a. Click on the "Browse file" button to manually select a CSV file containing the leads list. b. Alternatively, you can simply drag and drop the CSV file onto the designated area to initiate the upload process.

        • Once you have chosen the CSV file, it will be uploaded, and the leads included in the file will be added to the selected campaign.

      • Pls, make sure that the file format is CSV.