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Campaign Lead Top-Up Guide

1. Introduction​

The Lead Top-Up feature allows adding more leads to an existing campaign after it has already been created or is running.

topup 3

This helps continue campaigns without creating a new one.

Leads can be added using:

  • CSV Upload
  • CRM Module

2. Top-Up Using CSV​

Description​

If the campaign was initially created using a CSV file, additional leads can be uploaded again using another CSV file.

topup 2

Steps​

  1. Click Top-Up option in the campaign
  2. Upload a new CSV file
  3. Map fields with Lead Module configuration
  4. Confirm upload

Field Mapping​

  • Field mapping is mandatory during top-up
  • Must align with:
    • Phone number (mandatory)
    • Standard fields (Name, Email)
    • Custom fields

Behavior​

  • New leads are added to the existing campaign
  • Existing leads remain unchanged unless overwrite options are selected

3. Top-Up Using CRM Module​

Description​

If the campaign is created using a CRM module, only the same CRM module can be used for top-up.

topup 1

Steps​

  1. Click Top-Up
  2. Select the same CRM module (e.g., Leads, Contacts)
  3. Apply filters (optional):
    • Status
    • Tags
    • Created Date
  4. Preview leads
  5. Import

Behavior​

  • Different filters can be applied to fetch new leads
  • Leads are linked to the campaign
  • No need for CSV upload

4. Top-Up Options (Data Handling Rules)​

During top-up, users can define how duplicate or existing records should be handled.

Ignore​

  • Skips records that already exist
  • Prevents duplicate entries

Duplicate​

  • Imports records even if they already exist
  • Allows duplicate leads

Overwrite All​

  • Replaces existing lead data with new data
  • Updates all matching records

Delete and Re-upload Leads​

  • Removes all current leads in the campaign
  • Uploads a completely new lead list

Overwrite Selected Statuses​

  • Updates only leads with specific statuses
  • Other leads remain unchanged
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