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.
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.