How to add customer emails to a spreadsheet for ca...
# support
b
I’m not able to add ‘emails´ to my csv file for campaigns. An error message pops up saying the ‘email field should not exists’ How can I add an email field to my csv. Is there a name the field has to have?
c
Hi BK, To create outbound call campaigns and add customer information to a spreadsheet, you'll need to prepare a CSV file with the required fields. Here's a quick step-by-step guide: 1. Create a CSV file: - Ensure the file includes a column named
number
in lowercase, formatted in E.164 format (e.g.,
+14151234567
). This is mandatory. - You can add additional columns for dynamic variables like customer names or issues. For example:
Copy code
number,name,customer_issue
     +14151231234,John,password reset
     +14153455678,Mary,address update
- Column names should start with a letter and should not contain spaces. 2. Upload Recipients: - Use the Vapi Dashboard to upload this CSV file during the Recipient Management step of the campaign setup process. For more information, you may refer to the [Outbound Campaigns Overview](https://docs.vapi.ai/outbound-campaigns/overview).
b
Hi Kyle. I’ve tried this and it doesn’t work. The agent outputs my name column as {{name}} when I use it in a tool call(based on vapi dynamic variable docs)
c
Thank you for providing this information. We’ll be looking into it further to better understand the situation and determine the next steps. Our team will update you as soon as we have more details, and we truly appreciate your patience and cooperation in the meantime.
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