Cohorts
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
Phased rollout
Start with 50–100 contacts to validate call quality and connect rates. Add the full list as a second cohort once it looks good.
Segmented audiences
Upload different audience segments as separate cohorts — each with its own column structure and variable mappings.
Incremental additions
New leads came in? Add them as a new cohort instead of re-uploading the entire list.
Add a cohort
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.
Adding a cohort to an active campaign queues the new contacts to dial within the current schedule.
Stream cohort via API
Use Stream cohort to add contacts programmatically as JSON (up to 1000 users per request) instead of uploading a CSV in the dashboard. This is well suited for:
- CRM integration - push leads or customers from Salesforce, HubSpot, Zoho, or your own database into a campaign
- Webhooks and automation - trigger outbound calls when a form is submitted, a payment is due, or an internal workflow fires
- Active campaigns - add contacts while a campaign is running; they queue to dial within the current schedule
- Incremental batches - send multiple smaller API calls over time rather than one large file upload
For CSV-based uploads, continue using the dashboard flow above or Upload cohort.