Load accounts into a campaign

Each account belongs to your company. To call or text an account, you put it in a list, and each list belongs to a campaign. There are two ways to load accounts into a campaign.

One account at a time

Use Add an account to a campaign when accounts arrive one by one, for example from your CRM or a web form. Each request adds one account with any number of phone numbers and email addresses.

cURL

curl https://api.dcdial.com/api/ \
  -d type=add_leads \
  -d token="$DCDIAL_TOKEN" \
  -d campaign_id=1024 \
  -d list_id=2048 \
  -d account_id=ACC-10045 \
  -d first_name=Jane -d last_name=Doe \
  -d phones=5550100123,5550100124 \
  -d [email protected] \
  -d balance=1250.50

Python

requests.post("https://api.dcdial.com/api/", data={
    "type": "add_leads",
    "token": token,
    "campaign_id": 1024,
    "list_id": 2048,
    "account_id": "ACC-10045",
    "first_name": "Jane",
    "last_name": "Doe",
    "phones": "5550100123,5550100124",
    "emails": "[email protected]",
    "balance": 1250.50,
}, timeout=30)

• If you leave out list_id, a new list is created for the campaign.
• The time zone of each phone number is worked out from its area code (or from the postal code, with postalgmt=POSTAL), so calls respect local calling hours.
• custom1 to custom20 store your own data on the account, for use in scripts and message templates.

Note

The operation is called add_leads for historical reasons. It adds one account per request.

Many accounts at once

Use Upload an account file for batches. Send the CSV file as a multipart/form-data field named data, together with the format that maps your columns to DCDial fields. You set up import formats in the DCDial app.

curl https://api.dcdial.com/api/ \
  -F type=upload_file \
  -F token="$DCDIAL_TOKEN" \
  -F campaign_id=1024 \
  -F format=12 \
  -F [email protected]

The file is processed in the background. Check Get list for the account count.

Find accounts and call results

• Search accounts and call log searches by name, phone number or account, with date filters.
• Get call results returns the call outcomes for a phone number.
• Change list status turns a list on (Y) or off (N) for dialing.

Accounts outside a campaign

Create or update an account stores an account with its phone numbers and email addresses without putting it in a campaign. If you send the same accountid again, the account is updated. Use it to keep DCDial in sync with your own system of record.

Do-Not-Call

When someone asks not to be contacted, add their number with Add a number to Do-Not-Call, either company-wide or for one campaign. Campaigns skip blocked numbers. List Do-Not-Call numbers shows which numbers are blocked.