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Your first dialer campaign

Upload a contact list, configure TCPA consent fields, set dialer guardrails, and take your first live campaign live.

⏱ 20 minutes

Before you start

  • An active Adoptiv account with at least one phone number provisioned
  • A CSV file of contacts with, at minimum, a phone column
  • Documented consent evidence for every contact (PEWC text, timestamp, source URL) — Adoptiv stores it, but you’re the collector
  1. 1

    Prepare your contact list

    Open your CSV in a spreadsheet and make sure it has these columns. Column names are flexible — you'll map them in the next step.

    • phone (E.164 is ideal, e.g. +14155551212; Adoptiv will auto-normalize otherwise)
    • first_name, last_name
    • consent_text — the exact PEWC language the recipient agreed to
    • consent_timestamp — ISO 8601, e.g. 2026-03-15T14:22:00Z
    • consent_source_url — the landing page where consent was captured
    • consent_ip — the consenting user's IP
    • seller — the single seller named in the consent (FCC one-to-one rule)

    Contacts missing consent fields will not be dialed by Adoptiv's TCPA guardrails — that's by design.

  2. 2

    Import the list

    Open Contacts → Import, drag in the CSV, and map each CSV column to its Adoptiv field. For the consent fields, pick the Adoptiv system field with the same name — Adoptiv ships with dedicated TCPA consent-record fields so this takes 10 seconds.

    Click Dry-run first — Adoptiv previews the first 20 rows, flags formatting issues, and estimates how many contacts will survive the DNC / consent scrub.

    Happy with the preview? Click Import. A 10,000-row list typically finishes in under a minute.

  3. 3

    Create the campaign

    Go to Dialer → Campaigns → New campaign. Give it a clear name (e.g. Q2-outbound-SMB-west), pick the imported contact list as the source, and choose a dialing mode:

    • Preview — agent sees the contact before the call starts. Safest for complex sales.
    • Progressive — dials when an agent is free, one contact at a time. Most common default.
    • Predictive — AI-paced, multi-line. Highest volume; keep the drop-rate target ≤ 3% for TCPA compliance.
  4. 4

    Set compliance guardrails

    In the Compliance tab of the campaign:

    • Enable National DNC scrub and Internal DNC scrub (both are on by default).
    • Enable State DNC scrub if you're dialing states that maintain their own registry (FL, IN, KY, LA, MO, MS, OK, PA, TN, TX, WI, WY).
    • Set Calling hours to the called party's local time zone — Adoptiv auto-detects by area code. The TCPA-safe default is 09:00–20:00; the statutory limit is 08:00–21:00.
    • Set Max attempts per contact — typically 3 to 5 over a 30-day window.
    • Enable One-to-one consent enforcement. Adoptiv will refuse to dial any contact whose consent record names a different seller than this campaign.
  5. 5

    Test with a sandbox list

    Before you go live, duplicate the campaign and point it at a 5-row sandbox list containing your own phones + two colleagues who've opted in. Run it. Listen to your own call. Confirm the auto-disclosure message, the recording beep (if enabled), and the STOP-keyword flow all behave the way you expect.

  6. 6

    Go live

    Back on the real campaign, click Start. The supervisor wallboard shows live metrics: contacts dialed, drop rate, talk time, AMD rate, opt-out rate, and per-agent performance. You can barge, whisper, or take over any call from that view.

    Pause, resume, or stop the campaign at any time. Every decision is logged to the audit trail with the acting user, timestamp, and reason.

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