User Guide / Engage / Outreach: Prospecting in Rox
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 |
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.