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Add the people that the campaign can call. In the portal, this step uses the Recipients label for the campaign list.

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Upload a file

Upload a comma-separated values file with one contact per row. Include a header row and a phone number column.
  1. Choose Upload CSV.
  2. Drag the file into the upload area, or browse for it.
  3. Map the phone number and identity fields in the preview.
  4. Map any columns used for script personalization.
  5. Review invalid rows, missing numbers, and duplicates.
  6. Check the contact count.
  7. Choose Yes, import contacts.
Keep phone numbers in an international format when possible. Check that your business has permission to contact every person in the file. Use phone for the primary number. Accepted examples include +15551234567, 5551234567, and (555) 123-4567. You can map these optional fields:
  • first_name and last_name for call personalization.
  • email for configured email follow-ups.
  • note for contact-specific context.
  • address1, city, state, and zip for address context.
The portal previews the first rows before import. Check that names and phone numbers map to the correct fields.

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Add contacts manually

Use manual entry for a small campaign or a test contact. Enter the phone number and any fields the script needs.

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Buy leads

Choose Buy Leads at the top of the contacts step when you do not have a list. The panel links to four providers:
  • Apollo for searching and exporting verified business contacts.
  • A-Leads for browsing and buying lists from its catalog.
  • Seamless.ai for searching its business-contact database.
  • ZoomInfo for searching its enterprise contact database.
Each provider opens in a new tab. Download the purchased list as a comma-separated values file, then upload it to AtllasX. The Help us decide area lets you request a future lead-buying flow inside AtllasX.

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Multiple phone numbers

A contact can include more than one phone number. AtllasX can treat those numbers as separate possible attempts for the same person. Use phone2, phone3, phone4, and the remaining columns through phone10 for fallback numbers. A contact can have up to 10 numbers. The launch review can therefore show fewer contacts than possible calls. Results group the attempts under the same contact when this applies. AtllasX tries the primary number first. If it does not connect, AtllasX tries each fallback in order until one connects. Results record each attempt, its number, its outcome, and any available recording.

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Remove contacts

Remove individual contacts before launch when they should not receive a call. You cannot add or remove contacts after the campaign starts.

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Do Not Call checks

AtllasX compares the phone numbers with your internal Do Not Call list. It removes listed numbers from the dialable total. Contacts with another eligible number can still receive an attempt. AtllasX skips a contact with no eligible number. The optional national registry check costs $0.03 per contact. A $0.50 minimum applies to this paid add-on. AtllasX marks registry matches as Do Not Call and does not dial them. Turn on the add-on for every campaign that needs it. The account’s internal list remains free and applies across campaigns and integration-triggered calls. See Do Not Call for the difference between the paid check and the internal list. Continue to campaign pace and schedule after you approve the list.