Outreach from Contact List

Initiate Outreach from Contact CSV

You can upload a CSV file of contacts to Rox and instantly generate personalized outreach campaigns. This is a fast way to scale your outbound by enriching and targeting leads with company-specific insights.

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Step 1:  Create a new Outreach campaign

• Navigate to run.rox.com/customers

• Click the Generate Campaign button on the top right of your screen

• Give your campaign a name (e.g. Outreach CSV).

Step 2: Upload your CSV file

• Click Upload Contacts CSV.

• Select a previously uploaded file or upload a new one from your computer (e.g., Contacts.csv).

Step 3: Map contact CSV columns to Rox fields

To successfully upload contacts, Rox requires the following information:

• Company Website

• LinkedIn URL or Email (i.e. one of these two)

• First and Last Name or a Full Name field

Map each column in your CSV to the appropriate field in Rox:

CSV Column	Rox Field it Maps To
First Name	First Name
Last Name	Last Name
Email	Email
LinkedIn URL	LinkedIn Profile
Company Domain	Company Website

ℹ️ If you don’t have an email column, LinkedIn URL can be used to discover emails automatically. Company domain is required to generate agents for personalized insights.

Step 3a (if applicable): Resolve Data Issues

• Rox will flag any missing required fields (e.g., first name, last name, or company domain).

• Click on the error indicators to view incomplete entries and fill in the missing data directly in the interface.

Step 4: Add Agents for company domains

• Once contacts are cleaned and mapped, Rox will detect the companies associated with the contacts.

• You can add agents for all companies in bulk or choose specific companies one at a time.

Example: A contact with “redhat.com” as the domain will automatically be associated with a “Red Hat” agent.

Step 5: Finalize Your Campaign

Run through the normal campaign flow and add additional details for further customize the messaging Rox will generate:

• Select Email Templates

  • Choose from your saved templates to define messaging style.

• Choose Clever Columns

  • Add any clever columns that the agents should consider when generating emails (e.g., funding round, tech stack).

•  Add Product Lines or Case Studies

  • Include relevant product offerings or success stories to personalize outreach further.

• Add Context (Optional)

  • Add any custom notes that should inform the messaging.

Step 6: Start prospecting!

Congratulations! Your CSV has been uploaded, agents have been created, and personalized outreach is now being generated for each contact. You’ll be redirected to https://run.rox.com/outreach and your campaign will begin populating in real-time.

🎉 You’re all set to launch a tailored outbound motion powered by Rox agents and your uploaded leads.