# Creating a new campaign using a CSV

### Quick video walk through on new campaign using a CSV

{% embed url="<https://youtu.be/nyDeD64uQuE>" %}

### Formatting your CSV for upload

It's important you have the fields in your CSV formatted correctly to upload.

Synaptico needs 5 fields:

1. First Name
2. Last Name
3. Email
4. Specialisation
5. Location

See example CSV below.

<figure><img src="https://3724749977-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FetyPcZaFDsN0PIBeC4X4%2Fuploads%2FXI8xDXfHydm4kZAabmfR%2FScreen%20Shot%202024-08-29%20at%205.40.13%20pm.png?alt=media&#x26;token=1e3b2b74-4229-477f-bd8d-ce22afee4195" alt=""><figcaption></figcaption></figure>

### Step by Step Guide

**Step 1:** Go to [app.synaptico.io](https://app.synaptico.io) and log in to your Synaptico account.

**Step 2:** Click the "Campaigns" button.

<figure><img src="https://3724749977-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FetyPcZaFDsN0PIBeC4X4%2Fuploads%2FrscGtma1uMmK5Kk98FrA%2FScreen%20Shot%202024-08-29%20at%205.38.40%20pm.png?alt=media&#x26;token=0b356da0-1932-47a6-b447-833b3ce586b6" alt=""><figcaption></figcaption></figure>

**Step 3:** Click the "New Campaign" button in the top right corner.

<figure><img src="https://3724749977-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FetyPcZaFDsN0PIBeC4X4%2Fuploads%2FOk7uh2yUlYwC2vMSt0O4%2FScreen%20Shot%202024-08-29%20at%205.39.23%20pm.png?alt=media&#x26;token=38901707-d847-4842-bda8-8fb5018926a4" alt=""><figcaption></figcaption></figure>

**Step 4:** Complete all the required fields in the "Campaign name" field. <mark style="color:red;">Ensure all fields are filled in; otherwise, you cannot proceed with the campaign.</mark>

<figure><img src="https://3724749977-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FetyPcZaFDsN0PIBeC4X4%2Fuploads%2FDyPtXbQwJLtBT7djaB5v%2FScreen%20Shot%202024-08-29%20at%205.39.30%20pm.png?alt=media&#x26;token=3f0f8dc2-9ba9-4603-b5fa-994920c16275" alt=""><figcaption></figcaption></figure>

**Step 6:** Select the AI recruiter you want to use for the campaign in the 'Recruiter' field.

**Step 7:** Enter the email address for lead notifications.

<figure><img src="https://3724749977-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FetyPcZaFDsN0PIBeC4X4%2Fuploads%2FMJsA3WVLXrRyGwvtYy6Y%2FScreen%20Shot%202024-08-29%20at%205.39.49%20pm.png?alt=media&#x26;token=45136125-dfe0-4f31-a3b9-46ffa3ce34cd" alt=""><figcaption></figcaption></figure>

**Step 8:** Double-check all fields and customise your email template as needed.

<figure><img src="https://3724749977-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FetyPcZaFDsN0PIBeC4X4%2Fuploads%2FtSobFScMPnFExnIyZ0hH%2FScreen%20Shot%202024-08-29%20at%205.39.55%20pm.png?alt=media&#x26;token=0caa0d40-7e0f-4998-a333-95a3ade5b757" alt=""><figcaption></figcaption></figure>

**Step 9:** Click "Upload Candidates (.csv)" and select your file.

<figure><img src="https://3724749977-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FetyPcZaFDsN0PIBeC4X4%2Fuploads%2FApADXpJLJ388JIzkeEfZ%2FScreen%20Shot%202024-08-29%20at%205.40.02%20pm.png?alt=media&#x26;token=616bec11-edf1-4ee9-ae13-1b1e5b2bdfa8" alt=""><figcaption></figcaption></figure>

**Step 10:** Review the uploaded data and click "Publish Campaign" once satisfied.

<figure><img src="https://3724749977-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FetyPcZaFDsN0PIBeC4X4%2Fuploads%2F3UuIX2HWgKSSiW0CqCzo%2FScreen%20Shot%202024-08-29%20at%205.40.36%20pm.png?alt=media&#x26;token=7ec19b91-75c6-49ae-b659-d650dcb09b8f" alt=""><figcaption></figcaption></figure>

**Step 11**: Now when you go back to the Synaptico, visit the campaign screen and the new campaign will be loaded.&#x20;

<figure><img src="https://3724749977-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FetyPcZaFDsN0PIBeC4X4%2Fuploads%2FHsZexrsdkg7FFY1YGg0X%2FScreen%20Shot%202024-08-29%20at%205.40.42%20pm.png?alt=media&#x26;token=30e31fbf-3134-4013-8ae2-3fe18fcba590" alt=""><figcaption></figcaption></figure>
