Introduction

In wolkvox Manager, predictive or progressive campaigns require a list of records containing customer information to be managed, such as names, identification, phone numbers, and other relevant data.

These records are uploaded via a CSV file, which must follow a specific structure so that the platform can correctly interpret the data. To facilitate this process, wolkvox allows you to download a sample template directly from the campaign.

Below is a step-by-step explanation of how to prepare the CSV file and upload it correctly to a predictive or progressive campaign.

Record Upload Process

Access Campaign Administration

1. In wolkvox Manager, go to the left sidebar menu. Click on the "Campaigns" section.
2. Locate the predictive/progressive campaign where you want to upload the records. Right-click on the campaign.
3. Select the "Admin Predictive" option. This will open the campaign administration window.

Download the Sample Template for the CSV File

Before uploading records, it is recommended to download the sample template to understand the correct file structure.

1. Within the campaign administration, click the "Exportar lista" (Export List) button.
2. In the export window, select the "Todo" (All) option.
3. Click "Exportar" (Export).

Important: This process should be done when the campaign has no records loaded, to obtain only the file structure.

The system will automatically download a file that will open in Microsoft Excel, where you can see the necessary columns for uploading the records.

Prepare the File with the Records

In the downloaded file, you will find the columns that allow you to upload customer information.

You must fill in the rows with the data you want to upload to the campaign.

Available Fields

Customer Data

• Name: Customer's name (required).
• Last Name: Customer's last name.
• ID type: Type of identification.
• ID: Identification number (required).
• Age: Customer's age.
• Sex: Customer's gender.

Location

• Country: Country.
• Department: Department.
• City: City.
• Zone: Zone.
• Address: Address.

Additional Fields

• Opt1 to Opt12: Optional fields to store additional customer information.

Phones

• Tel1 to Tel10: Customer's phone numbers (at least one is required).
• Other tel: Additional phone number.

Contact

Email: Customer's email address.

Once the records are completed, save the file as CSV (comma-separated).

Upload the CSV File to the Campaign

1. Once the file is prepared, proceed to upload it to the campaign. Within the campaign administration window, click "Subir lista" (Upload List).
2. Click the "Elegir archivo" (Choose File) button.
3. The file explorer of your system will open. Select the previously prepared CSV file.
4. Click "Open."

5. Verify the name of the selected file.
6. Click "Upload csv file to the campaign."

Review the Upload Results

After uploading the file, the system will display a summary with the upload results, indicating:

• Loaded records: Successfully uploaded records.
• Rejected records: Rejected records.
• Total records: Total records processed.

It is normal for the header row of the file (column names) to appear as a rejected record.

Update the Campaign Record List

To verify the uploaded records:

1. Click the "Actualizar" (Update) button.
2. The table will show the records uploaded to the campaign. Verify that the information is correctly distributed in the columns.

Important Notes

Phone Number Format

1. Phone fields must contain only numbers.
2. For call campaigns, you must include the numbers according to the operation's dialing code configuration.
3. For WhatsApp campaigns, you must enter the number with the country code followed by the number, without spaces or symbols.
   • Example: 573001234567

Character Limits per Field

Each field has a maximum character limit:

• Name and Last Name: 100
• ID type: 20
• ID: 100
• Age and Sex: 10
• Country to Opt6: 100
• Opt7 to Opt12: 200
• Tel1 to Tel10: 20

Make sure to respect these limits to avoid records being rejected during the upload.