Managing Contacts
How to add, organize, and process contacts in your RevvedUp campaigns.
Once your campaign is created, it's time to add and manage contacts. This guide covers everything from importing prospects to processing them through RevvedUp's intelligent pipeline, including bulk operations for efficient management and CRM sync for seamless integration.
See it in action in the video here:
Adding Contacts
RevvedUp offers multiple ways to add contacts to your campaigns:
Manual Contact Addition
Perfect for adding individual high-value prospects or testing your campaign.
Navigate to your campaign's Contacts tab
Click the "+" button in the top right
Fill in contact information:
Required: One of the following combinations:
LinkedIn URL (alone is sufficient)
Email address (alone is sufficient)
Company Name + Domain + Name (all three needed together)
Recommended: Provide as much information as possible for best personalization
Optional: Role, industry, phone number, custom fields
See it in action in the video here:
CSV Upload
A really efficient way to add multiple contacts at once.
Step 1: Prepare Your CSV
Download the campaign's CSV template:
In your campaign, click Upload → Download Template
The template includes:
Standard fields: name, email, company_name, domain, role, li_url
Custom fields for your specific templates
Resource fields if using personalized content
Minimum required fields: Each row must have one of:
LinkedIn URL (li_url column)
Email address (email column)
Company Name + Domain + any Name field (company_name, domain, and either name, first_name, or last_name)
Step 2: Upload Your File
Click Upload → Upload File
Select your prepared CSV file
RevvedUp accepts both comma (,) and semicolon (;) delimited files
UTF-8 encoding is recommended
Step 3: Map Your Fields
After upload, you'll see the field mapping interface:
Automatic mapping: AI does it's best to map the fields from your CSV to fields inside of RevvedUp
Review mapping: Make any necessary adjustments
Skip columns: Leave unmapped to ignore
Validation check: The system will verify you've mapped the minimum required fields
Step 4: Import Contacts
Review your field mappings
Ensure minimum requirements are met (LinkedIn URL, Email, or Company+Domain+Name)
Click Import to add contacts
Monitor the import progress
Check for any validation errors
Common CSV Tips:
Include headers in the first row
One contact per row
Clean data imports faster
Validation happens during import
CRM Import
In the campaign settings, you can select the CRM lists that you would like to import into this campaign. RevvedUp will import all existing contacts from that list and continue to import new additions to that list.
Important: Contacts imported from CRM automatically sync back after any processing. No manual push required. For complete understanding of sync behavior, see CRM Sync.
Understanding Contact Status
Each contact moves through different statuses during their campaign journey:
Contact Statuses
Ready 🟢
Initial state after import
Awaiting processing
All required data present
Processing 🟡
Currently in the enrichment/research pipeline
Real-time status updates
Cannot be edited during processing
Processed ✅
Successfully completed all steps
Content generated and ready
Can be sent or reviewed
Erroneous ❌
Encountered issues during processing
Check error details for resolution
Can be reprocessed after fixing
Sequence Rejected 🚫
Content didn't meet quality standards
Review rejection reasons
Requires manual intervention
Email Validation Icons
Next to each email, you'll see validation indicators after the contact has been enriched:
Valid: Safe to send
Catch-all: Proceed with caution
Invalid: Not recommended to send
Hovering over the email will give you the details.
The Contacts Table
Your campaign's contact list provides comprehensive management tools:
Table Features
Columns Display:
Contact name and role
Processing stage indicator (hover to see processing details)
Status badge
Company information
Email with validation
Last action timestamp
Quick actions menu
Search and Filter:
Search bar: Find contacts by name, company, or email
Status filters: Show only specific statuses
Date filters: Added date, last contacted
Field filters: Company, role, email status
Campaign list: Filter by import batch
Owner filter: See contacts by assigned rep
Sorting Options:
Last action (default)
Name
Company
Created date
Contact View Navigation
Quick Preview Sidebar:
Click anywhere in a contact row to open the sidebar
Shows key information and recent activity
Allows quick edits and actions
Perfect for rapid review
Full Contact View:
Click on the contact name to open full details
Or use Cmd+Click (Mac) / Ctrl+Click (PC) to open in new tab
Complete history and all data fields
Full editing capabilities
See it in action in the video here:
Show Filters / Overview
Filters allow you to refine your view by narrowing results to specific lists or contact details. When a filter is applied, the filter section displays a number and an “x”, indicating how many options are selected and allowing you to remove them easily. A Reset button is available at the top to clear all applied filters at once.
Status (Actions)
This filter lets you view contacts based on their current processing action:
None – No action is currently taking place.
Enriched – Contacts have been enriched with missing information.
Researched – Contacts have been researched, including profile and company details.
Content Generated – New content has been created or updated based on the sequence.
Status (Campaign State)
This filter shows contacts based on their campaign progress:
Duplicate – Displays duplicate contacts within the campaign.
In Review – Contacts that have completed research and content generation and are awaiting review.
Sending – Contacts currently being sent messages.
Completed – Contacts that have completed all steps in the sequence.
LinkedIn Filter
Filters contacts based on LinkedIn availability. Options include With LinkedIn or Without LinkedIn.
Email Filter
Indicates how safe an email address is to use. The platform performs multiple email health checks and provides recommendations. If you are confident the email is valid, you may proceed. Options include:
Safe to Send
Send with Caution
Not Recommended
A traffic-light system is used to visually represent email safety.
Last Action Filter
Filters contacts based on the most recent action taken.
Persona Filter
Filters contacts by persona and fit score.
ICP Filter
Filters contacts by Ideal Customer Profile (ICP) and fit score.
Contact Owner Filter
Filters contacts based on the assigned contact owner.
Uploaded File Filter
Filters contacts based on the file they were originally uploaded from.
See it in action in the video here:
Resetting Filters and Troubleshooting
Can't find your contacts?
Check active filters in the filter bar
Click Show Filters then Reset in the top right of the filters sidebar
Verify you're in the right campaign
Check if contacts are still importing (for CRM lists)
Common filter issues:
Date ranges may exclude recent imports
Status filters hide contacts in other states
Search is case-insensitive but exact match
Owner filter may be set to another user
Bulk Selection
Select multiple contacts for batch operations:
Use individual checkboxes
Or click the header checkbox to select all
See selection count in the toolbar
Perform bulk actions on selected contacts
Processing Contacts
Transform your contact list into personalized outreach:
Processing a Single Contact
Find the contact in your list
Click the ⋮ menu
Select Process
Choose processing options
Monitor progress in real-time
Processing Multiple Contacts
Select contacts using checkboxes
Click Process in the toolbar
Choose your processing level:
See it in action in the video here:
Processing Options:
Enrich Only
Finds missing contact information
Verifies email addresses
Updates company data
Enrich + Research
Everything in Enrich, plus:
AI analyzes the company
Gathers personalization data
Prepares for content generation
All Processes (Enrich + Research + Generate Content)
Complete processing
Generates personalized content
Creates sequences and pages
Ready to send
Auto-send (Optional)
Automatically starts sequences
Requires email integration
Best for tested campaigns
Processing Best Practices
Start Small:
Process 5-10 contacts first
Review results
Adjust settings if needed
Then scale up
Monitor Progress:
Watch real-time updates
Check for errors early
Review completed contacts
Iterate based on results
Contact Actions
Beyond processing, you can perform various actions on your contacts:
Individual Actions
Access via the ⋮ menu on each contact:
View Room: See the personalized sales room
Edit: Update contact information
Process: Start or continue processing
Push to CRM: Sync this contact's data to your CRM (required once for non-CRM contacts)
Delete: Remove from campaign (soft delete - data preserved for analytics)
Bulk Actions
Select multiple contacts and use the toolbar:
Process: Run enrichment, research, or content generation
Push to CRM: Sync selected contacts to your CRM system (see CRM Sync for details)
Export: Download contact data as CSV
Delete: Remove multiple contacts at once
Other Actions Menu
The "Other Actions" dropdown provides additional options:
Rerun Operations:
Rerun Enrich: Update contact information for previously enriched contacts
Rerun Research: Refresh company insights and personalization data
Rerun Generate Content: Create new content with updated templates or strategy
Use reruns when:
Contact information has changed
Company had significant updates
You've improved your templates
Content needs refreshing
For detailed information on bulk operations, see Bulk Operations.
Manage Columns
The manage columns option allows you to choose which columns to display in your contact table. Rearrange, show, or hide them to customize the view for your workflow.
You have the ability to show the contacts ICP Score, Persona Score and any Revveal question.
See it in action in the video here:
Archiving and Unarchiving Campaigns
Once your campaign has been created and you’ve launched your sequence, the campaign status will change to Active. While a campaign is active, you can pause it at any time from within the campaign settings. When you navigate back to the campaigns home screen, you’ll see a list of all campaigns. On the far right of each campaign row, there’s a three-dot menu. Clicking this menu gives you the option to archive a campaign; use this when you’ve completed work with that campaign and no longer need it visible in your active list.
Related Features
Contact View - Deep dive into individual contact details and research
Contact Enrichment - How AI finds and verifies contact information
Contact Personalization - How AI researches each contact
Next Steps
With contacts added and processing underway:
Review generated content before sending
Configure campaign settings for fine-tuning
Manage bulk operations for efficiency
Track analytics to measure success
Pro tip: The key to successful campaigns is quality over quantity. Start with your best-fit prospects, perfect your approach, then scale what works.
Related Features
Campaign Management
Campaigns Overview - Understanding the campaign system
Creating Campaigns - Set up new campaigns
Bulk Operations - Efficient batch processing
Content Review - Review generated content before sending
Campaign Settings - Configure campaign options
Campaign Analytics - Track performance
Contact & CRM
Contact View - Full contact details and history
Contact Scoring - ICP and persona fit scores
CRM Sync - Automatic CRM synchronization
HubSpot Integration - Connect HubSpot
Salesforce Integration - Connect Salesforce
AI Processing
Contact Enrichment - Enrich contact data
Company Analysis - AI company research
AI Sequence Writing - AI-generated sequences
Configuration
ICPs - Ideal Customer Profiles
Personas - Buyer personas
Revveal Questions - Custom research questions
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