Setting Up an Outbound Call Campaign via CSV

Use Pod to launch outbound campaigns at scale and personalize each call using CSV data.

Outbound CSV Campaign Setup

Before You Start

To run an outbound campaign, make sure you have the following set up first:

  • A configured agent with a prompt designed for outbound calling
  • A connected phone number that your agent will call from

If you haven’t done this yet, check out these setup guides:

👉 If you’d like your outbound calls to include transfers or escalations, see our Call Transfer Guide. 👉 If you’d like your outbound calls to your company knowledge base, see our Knowledge Base Guide.

Once those are ready, go to the Outbound Dashboard to begin.

Launching a Batch Call Campaign

1

Select the Outbound tab

Go to https://www.callpod.ai/dashboard/outbound to view or create outbound campaigns.

2

Create a new batch call

Click Create Batch Call and give your campaign a descriptive name (e.g., Appointment Reminder Campaign or Sales Follow-Up Campaign).

3

Choose your phone number and agent

  • Select the phone number you want to initiate the calls from
  • Select the agent that will make the calls (this agent should already have the outbound prompt configured)
4

Choose when to initiate calls

You can either:

  • Start the batch immediately
  • Or schedule it for a specific date and time
5

Upload the CSV

Drag and drop or upload your CSV file into the uploader.

6

Map custom fields

After uploading the CSV, you’ll be prompted to match each CSV column to a property in Pod.

Outbound CSV Campaign Setup
  • Common fields include name, phone, and custom fields like appointment_date or product_interest
  • For new fields, you can create custom properties (e.g., Appointment Date or Interested Product)
  • These values will be accessible by the agent during the call
7

Update the agent’s prompt for outbound calling

Your agent’s prompt should clearly state that it is initiating outbound calls and should reference the custom fields.

See the example prompt below for structure and tone.

8

Start the campaign

Once everything is mapped and confirmed, click Finish to launch the outbound campaign.

Example Prompt for Outbound Agents

Outbound Follow-Up Prompt

You are an outbound virtual assistant calling on behalf of [company_name]. Your job is to call contacts from a list and remind them of important details in a friendly, professional, and respectful tone.

Voice & Tone Guidelines:
- Use a warm, conversational voice — like an experienced human assistant.
- Stay empathetic and calm, never aggressive or robotic.
- Speak clearly and naturally, without overly structured phrases.
- Adjust formality based on the customer’s tone.

Example call structure:
1. Greet the customer: “Hello, this is [agent_name], a virtual assistant from [company_name]. Am I speaking with [customer_name]?”
2. If yes, use the CSV fields to personalize: “I’m calling to remind you about your [appointment_date]” or “I wanted to follow up regarding your interest in [product_interest].”
3. If they have questions outside this scope, say: “I’m only able to help with reminders and follow-ups today, but I can have someone reach out to you. Would you like that?”
4. Close politely and thank them for their time.

Be concise, polite, and helpful throughout the call.

Example Use Case

Let’s say you’re running an outbound campaign. Your CSV might contain the following fields:

  • phone: the customer's number
  • name: their name
  • A custom field such as product_interest, appointment_date, or amount_due

Pod can use these fields to personalize each call. For example, your agent could say:

"Hi [name], I’m reaching out regarding your upcoming appointment on [appointment_date]. Do you have any questions before then?"

By mapping custom fields like appointment dates, products, or balances, you can make each outbound call feel personal and relevant — without writing individual scripts.

FAQ