Contacts Page Overview

1. Create a Database for Your Campaign

Before uploading contacts, you need to organize your data in a structured way.

• Build a Data Sheet: Create a spreadsheet containing all the contacts you will use for a specific campaign.
• Add Relevant Columns: Include all necessary details that GAIL might need during the call. Some key columns you may want to include are:
  • First Name
  • Last Name
  • Phone Number (ensure proper formatting)
  • Custom Fields (anything unique to your campaign, like appointment dates or purchase history)

Organizing your data correctly before uploading will help avoid errors and ensure smooth campaign execution.

2. Upload Contacts to GAIL

Once your data sheet is ready, follow these steps to upload it into GAIL:

1. Go to the Contacts Page – Navigate to the Contacts section in GAIL.
2. Click “Upload Contacts” – This button allows you to import a list of contacts from your spreadsheet.
3. Select Your Data File – Upload the spreadsheet that contains all your contact information. Ensure it is in an accepted format (CSV, XLSX, etc.).

3. Select the Header Row

• The header row is the first row in your data sheet that labels each column (e.g., "First Name," "Phone Number," "Company").
• This row should not contain actual contact information—it just describes what each column represents.
• GAIL will use the header row to align the data properly, so make sure it is correctly selected.

4. Align Table Columns

Once the file is uploaded, you need to match the columns in your spreadsheet to GAIL’s database fields:

• Ensure that each column in your file aligns with the correct field in GAIL (e.g., the “Phone Number” column from your file should match the “Phone Number” field in GAIL).
• If any columns are mismatched, adjust them manually to ensure accurate data mapping.
• If you have extra columns that GAIL doesn’t need, you can ignore them during this step.

Properly aligning the columns ensures that GAIL correctly processes and utilizes the uploaded data.

5. Validate Data Accuracy

Before finalizing the upload, double-check that all information is correct:

• Verify Formatting: Make sure phone numbers, names, and other data are in the correct format.
• Check for Missing Data: Ensure no essential fields are left blank (e.g., every contact should have a phone number).
• Confirm Matching Fields: Ensure that each field in GAIL is correctly paired with the corresponding column from your file.

Once validated, finalize the upload, and your contacts will be ready for use in outbound campaigns.