New campaign
Pick the agent, download its template, fill it in, upload, preview, then launch.
Agent
Which agent runs this campaign. The template below matches the one you pick.
1 · Template & data
Download the template, add one row per contact, then bring your rows in by file or paste. 8 required, 12 optional columns.
See columns
Requiredcustomer_name, customer_phone, ap_contact_name, invoice_number, invoice_amount, invoice_date, invoice_sent_date, invoice_sent_to_email
Optionalcontact_role, customer_code, currency, payment_terms, po_number, pod_status, pod_number, invoice_pdf_url, invoice_acknowledged, invoice_acknowledged_date, due_date, notes