# Outreach from Contact List

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## 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.

***

### Step 1:  **Create a new Outreach campaign**

* Navigate to [run.rox.com/customers](https://run.rox.com/customers)&#x20;
* 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.