Add Contacts

Learn how to add and manage contacts for your outbound call campaigns. In this video, you'll learn how to:

Adding Contacts via CSV

Download Template:

Click to download the recommended CSV framework

Minimum required fields: First name and phone number

Additional fields can include email, appointment time, or any custom variables

Custom Variables:

Use any header field name as a variable in your conversation script

Insert variables using double curly brackets: {{variable_name}}

Examples: {{email}}, {{time}}, {{phone_number}}

For multi-word variables, remove spaces: {{timezone}} not {{time zone}}

Add unlimited custom variables (custom_variable_1, custom_variable_2, etc.)

Use Cases:

Holiday promotions to existing customers

Appointment reminders with specific times

Follow-up calls with personalized information

Manual Entry:

Add individual contacts directly through the interface

Automated Integration:

Launch calls automatically from Zapier

Trigger calls from Go High Level accounts

See separate videos for detailed integration setup

Immediate Calling:

Enter phone numbers directly to request calls instantly

Activate campaign when ready to begin calling

Variables dynamically inject personalized information into your AI agent's script based on your CSV data.