Skip to main content

Call multiple leads at once

Complete guide to import leads from CSV or CRM, select your audience, and create batch calling campaigns in Agoralia.

Overview​

Batch calling allows you to:

  • Import leads from CSV files or CRM systems
  • Select multiple leads at once
  • Create campaigns quickly with pre-filled settings
  • Call many leads efficiently

The batch calling process consists of three main steps:

  1. Import leads (CSV or CRM)
  2. Select leads for your campaign
  3. Create batch campaign with one click

Prerequisites​

Before creating batch calls, ensure you have:

  • ✅ Admin or editor access to your workspace
  • ✅ Leads data ready (CSV file or CRM connection)
  • ✅ At least one AI agent configured (or create during campaign setup)
  • ✅ Phone number configured for calling
  • ✅ Active billing account with sufficient credits

Step 1: Import Leads​

Import your leads from CSV files or CRM systems.

Import from CSV​

Supported Formats:

  • CSV files (.csv)
  • Comma-separated values
  • UTF-8 encoding recommended

Required Columns:

  • Phone (required): Phone number in E.164 format (+country code)
  • Name OR First Name + Last Name (required): Contact name

Optional Columns:

  • Email: Contact email address
  • Company: Company name
  • Country ISO: Country code (e.g., IT, US, GB)
  • Language: Preferred language (e.g., en-GB, it-IT)
  • Role: Contact role
  • Consent Status: granted, denied, or unknown
  • Consent Basis: Legal basis for calling

CSV Format Example:

name,phone,email,company,country_iso
John Doe,+1234567890,john@example.com,Acme Corp,US
Jane Smith,+0987654321,jane@example.com,Tech Inc,GB

Import Process​

  1. Go to Leads page

    • Navigate to Leads in the sidebar
    • Click "Import Leads" button

  2. Select Import Source

    • Choose "CSV" from the import options
    • Click "Next"

  3. Upload CSV File

    • Click "Choose File" or drag and drop
    • Select your CSV file
    • File is automatically parsed

  4. Map Columns

    • Review detected columns
    • Map CSV columns to Agoralia fields:
      • Name → name or first_name + last_name
      • Phone → phone (required)
      • Email → email
      • Company → company
      • Country → country_iso
      • Language → preferred_lang
    • Preview sample rows to verify mapping

  5. Set Consent (Optional)

    • Consent Basis: Legal basis for calling (e.g., "legitimate_interest", "consent")
    • Consent Status: Default status for all leads (granted, denied, unknown)
    • Per-Row Consent: Set individual consent for specific rows (optional)

  6. Import

    • Click "Import"
    • Review import results:
      • Number of leads imported
      • Number of failures (if any)
      • Error messages (if any)

Import Validation:

  • Phone numbers must be in E.164 format
  • Duplicate phone numbers are skipped
  • Invalid rows are reported with errors

Import from CRM​

Agoralia supports importing leads from multiple CRM systems:

  • HubSpot: Contacts and Companies
  • Zoho: Contacts
  • Google Contacts: Personal contacts
  • Microsoft Contacts: Outlook contacts
  • Freshsales: Contacts
  • Agile CRM: Contacts

CRM Import Process​

  1. Connect CRM (if not already connected)

    • Go to Settings → Integrations
    • Select your CRM
    • Follow connection instructions
    • Authorize Agoralia access

  2. Go to Leads page

    • Navigate to Leads in the sidebar
    • Click "Import Leads" button

  3. Select CRM Source

    • Choose your CRM (e.g., "HubSpot Contacts")
    • Click "Next"

  4. Select Contacts

    • Browse available contacts
    • Use filters to narrow down selection:
      • Search by name or email
      • Filter by company
      • Filter by tags or custom fields
    • Select contacts using checkboxes
    • Use "Select All" for bulk selection

  5. Set Consent (Optional)

    • Consent Basis: Legal basis for calling
    • Consent Status: Default status for all contacts
    • Per-Contact Consent: Set individual consent (optional)

  6. Import

    • Click "Import"
    • Review import results
    • Contacts are imported as leads

CRM Field Mapping:

  • Fields are automatically mapped based on CRM structure
  • Phone numbers are extracted from available fields
  • Company information is preserved
  • Custom fields may be available depending on CRM

Step 2: Select Leads for Batch Campaign​

After importing leads, select which leads to include in your batch campaign.

Lead Selection​

  1. Go to Leads page

    • Navigate to Leads in the sidebar
    • Your imported leads are shown in the table

  2. Filter Leads (Optional)

    • Search: Filter by name, company, or phone
    • Country: Filter by country ISO code
    • Consent Status: Filter by consent (granted, denied, unknown)
    • Sort: Sort by name or creation date

  3. Select Leads

    • Use checkboxes to select individual leads
    • Use "Select All" to select all filtered leads
    • Selected leads are highlighted

  4. Review Selection

    • Check the number of selected leads
    • Verify countries (campaigns can only target one country)
    • Review consent status

Important:

  • Campaigns can only target one country at a time
  • If you select leads from multiple countries, filter to a single country before creating the batch campaign
  • Leads with granted consent are recommended for outbound campaigns

Step 3: Create Batch Campaign​

Create a batch calling campaign from your selected leads.

Quick Batch Campaign Creation​

  1. Select Campaign Type

    • Click the "Create Batch Call" dropdown button
    • Choose campaign category:
      • Outbound: Sales, follow-up, surveys
      • Inbound: Support, help desk
      • Quote: Supplier outreach

  2. Campaign Wizard Opens

    • Campaign creation wizard opens with:
      • Pre-selected leads: Your selected leads are already included
      • Pre-filled compliance: Default compliance settings applied
      • Template category: Template category pre-selected

  3. Complete Campaign Setup

    • Follow the campaign creation wizard:
      • Step 1: Choose template (or start from scratch)
      • Step 2: Review audience (already selected)
      • Step 3: Configure data extraction (optional)
      • Step 4: Review compliance (pre-filled, verify)
      • Step 5: Select agent and resources
      • Step 6: Configure schedule
      • Step 7: Review and launch

  4. Launch Campaign

    • Review campaign summary
    • Check cost estimate
    • Click "Launch Campaign"
    • Campaign starts according to schedule

Batch Campaign Features​

Pre-filled Settings:

  • Leads: Automatically selected from your selection
  • Compliance: Default compliance settings applied
  • Regime: Default regime (can be changed)
  • Template Category: Pre-selected based on campaign type

Quick Setup:

  • Skip manual lead selection
  • Compliance pre-filled (verify before launch)
  • Faster campaign creation

Best Practices:

  • ✅ Verify compliance: Always review compliance settings before launch
  • ✅ Check country: Ensure all leads are from the same country
  • ✅ Review consent: Prioritize leads with granted consent
  • ✅ Test first: Create a small test batch before large campaigns

Lead Management​

View Imported Leads​

  • Leads Page: View all imported leads
  • Filters: Filter by country, consent, source
  • Search: Search by name, company, phone
  • Sort: Sort by various fields

Edit Leads​

  • Individual Edit: Click on a lead to edit details
  • Bulk Edit: Select multiple leads and use bulk actions
  • Update Consent: Update consent status in bulk

Delete Leads​

  • Individual Delete: Delete a single lead
  • Bulk Delete: Select multiple leads and delete

Best Practices​

Lead Import​

  • ✅ Clean Data: Ensure CSV data is clean and formatted correctly
  • ✅ E.164 Format: Use E.164 format for phone numbers (+country code)
  • ✅ Consent: Set consent status appropriately
  • ✅ Deduplication: Check for duplicate phone numbers
  • ✅ Validation: Review import errors and fix issues

Lead Selection​

  • ✅ Single Country: Always select leads from one country
  • ✅ Consent Status: Prioritize leads with granted consent
  • ✅ Quality over Quantity: Better to call fewer, qualified leads
  • ✅ Filter Carefully: Use filters to target the right audience

Batch Campaign Creation​

  • ✅ Verify Compliance: Always review compliance before launch
  • ✅ Test First: Create a small test batch before large campaigns
  • ✅ Monitor Costs: Keep an eye on cost estimates
  • ✅ Review Settings: Double-check all campaign settings

Troubleshooting​

Import Fails​

Possible Causes:

  • Invalid CSV format
  • Missing required columns
  • Invalid phone numbers
  • File too large

Solutions:

  • Check CSV format (comma-separated, UTF-8)
  • Ensure "Phone" column is mapped
  • Verify phone numbers are in E.164 format
  • Try importing smaller batches

Leads Not Showing​

Possible Causes:

  • Import still processing
  • Filters hiding leads
  • Import failed silently

Solutions:

  • Refresh the page
  • Clear filters
  • Check import results for errors

Multiple Countries Warning​

Problem: Selected leads from multiple countries.

Solution: Filter leads to a single country. Campaigns can only target one country at a time.

CRM Connection Issues​

Possible Causes:

  • CRM not connected
  • Expired authorization
  • API rate limits

Solutions:

  • Reconnect CRM in Settings → Integrations
  • Check authorization status
  • Wait and retry if rate limited

Next Steps​

After creating your batch campaign:

Additional Resources​

Was this page helpful? Yes | No