Cohorts

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A cohort is a batch of contacts within a campaign. Every campaign starts with one cohort (your initial upload), and you can add more at any time from the list row action or the campaign detail page.

Each cohort is validated on upload, splitting into valid records (contacts that will be dialed) and invalid records (rows with bad phone numbers or missing required fields).

When to use multiple cohorts

Start with 50–100 contacts to validate call quality and connect rates. Add the full list as a second cohort once it looks good.

Upload different audience segments as separate cohorts — each with its own column structure and variable mappings.

New leads came in? Add them as a new cohort instead of re-uploading the entire list.

Add a cohort

1

Open the campaign

Go to Deploy → Campaigns and open the campaign, then click Add cohort — from the Cohorts section on a running campaign, or from the Actions menu.

2

Upload and name

Upload a new CSV (up to 100 MB) and give the cohort a name. Download the sample if you need the format. Cohorts can have different columns as long as the required variables are mapped.

3

Upload the cohort

Save to validate the file and queue the contacts.

Adding a cohort to an active campaign queues the new contacts to dial within the current schedule.

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