End-to-end operator flow

1. 1Start: open this feature from the dashboard sidebar and confirm your prerequisites are connected in Settings.
2. 2Configure: complete the required fields and selections for your target audience and objective.
3. 3Launch: run the action immediately or schedule it for later based on your workflow.
4. 4Monitor: watch status, history, and dashboard metrics to confirm progress and outcomes.
5. 5Troubleshoot: if results stall, verify credentials, audience data quality, and feature-specific validation messages.

Importing contacts

1. 1Click Import and upload a CSV or XLSX file.
2. 2Map your spreadsheet columns to ReachConvert fields — first name, last name, email, company, job title, phone, and any custom fields.
3. 3Choose a duplicate strategy: Skip existing rows or Overwrite them.
4. 4Optionally assign the whole import to a directory, then confirm.

Directories (segments)

Directories group contacts — by company type, seniority, region, or any axis you choose. They power targeted campaigns and let Signals playbooks scope to a specific audience.

The Dashboard’s Top Company Segments view is built from this organization, surfacing which groups respond best.

Custom fields & personalization

Any column beyond the standard fields is stored as a custom field and becomes available as a template variable — for example a {{industry}} column becomes usable as a merge tag in your emails and calling scripts.