Add leads by hand or from a CSV file
Add one shopper on the Leads page or import up to 500 from a file. The columns ACR reads, and what happens to each row.
Last reviewed November 7, 2026
Add one lead
- On Leads, press Add lead, then Add one lead.
- Enter a first and last name, and an email or a phone number. Country and time zone are optional, and outreach waits for allowed hours in the time zone you set.
- Under Consent recorded, tick only what the shopper agreed to. Campaigns that require consent skip the channels left unticked.
- To start a run now, pick a campaign under Start a campaign.
- Press Create, or Create and add another to keep the form open.
If the email or phone matches an existing lead, ACR updates that lead instead of making a second one. If the campaign cannot take the lead, the lead is still saved and the form says why.
Import a CSV file
- Press Add lead, then Import a CSV file. Download the example CSV gives you a file with the right columns.
- Choose your file. It can hold up to 500 rows and 1 MB.
- Optionally switch on Start a campaign for each imported lead and choose a published campaign, or Tag the imported leads.
- Press Import. The result lists how many rows were added, updated and failed, and how many runs started, with the row number of each failure.
Columns ACR reads
The first row must name the columns and include email or phone. Case does not matter, and spaces count as underscores. ACR ignores any other column, and a row with neither an email nor a phone it can read fails.
| Column | What goes in it |
|---|---|
first_name, last_name | The shopper's name |
email, phone | At least one per row. Write phone numbers with the country code |
country_code | Two letters, such as US |
timezone | A zone name, such as America/New_York |
unique_id | Your own id for the shopper, used to match them later |
cart_link | The link back to their cart |
sms_consent, call_consent, email_consent | yes, no, true, false, 1 or 0. Empty means unknown, which counts as no consent on campaigns that require it |
What an import starts
An import starts nothing unless you choose a campaign. When you do, it skips that campaign's start conditions and cooldown, because you chose the campaign, and each lead still has to pass the consent, suppression, country and lead-state checks. A lead with an open run stays in it. The result only counts the runs started, and the reason for any other lead is under Events on their page.
A tag is saved on each lead and shows in the lead's Metadata. The Leads page has no filter for it.
Try a campaign on yourself
A lead you add is treated as a real shopper, so its run counts toward your plan and its messages go out once live sending is on. To see a whole sequence safely, have an admin mark the lead as a test lead before you assign the campaign.