How to Upload Leads for a Client

Meera

Click "Campaigns"

Click "Filters"

Use the **Client** field to find the client you want to upload leads for

Select the campaign you'd like to upload leads to

Under "General Settings", scroll to the bottom, and download the sample CSV file.

**Please note:** Leads already processed in the same campaign cannot be uploaded a second time. Duplicate entries will be rejected during upload. For re-engaging leads from a prior Meera campaign, please contact your Customer Success Manager for available options.

Open the sample CSV and fill in each column with your lead information. **Note:** Each column header is a required field for your campaign. Make sure every column is filled in, or the upload may fail.

Save the file and export in a CSV file format

Click the "Choose File" button, select your completed CSV

Click Upload

Click "View Upload History" to confirm the upload.

Click "Refresh" to confirm your lead status. You'll see a summary of total uploaded leads and any that failed.

Refer to the "Total Uploaded Leads" column to see how many leads were successfully uploaded

Refer to the "Total Failed Leads" column to see how many leads failed a report Note: If any leads failed to upload, click the download button to get a failed leads report. This report shows which leads were not uploaded and explains why each one was blocked.