How to Upload Your Lead List (and Why a Clean List Matters)
Required CSV formatting
Your file must include:
- A column titled Email
- Valid, properly formatted email addresses
Optional but helpful columns:
- First Name
- Last Name
- Title
- Account Name
Keep it simple. Use consistent headers and avoid merged cells, hidden characters, or non-standard formatting. Save your file as .csv.
Example of a valid CSV file
First Name
Last Name
Title
Account Name
Harry
Potter
Wizard
Wizards Inc
If you’re uploading multiple files, make sure each one follows the same structure.
Why list quality matters
Your lead list powers how Ora personalizes emails. A strong list = better performance.
We recommend:
- Uploading at least 500 leads per agent
- Matching the list to your campaign’s targeting (roles, industries, seniority)
- Avoiding generic emails like info@ or sales@
If your agent isn’t sending or match rate is low, the issue is often lead quality or alignment.
Common upload issues
Leads not uploading?
Check that your email column is labeled exactly Email.
Uploaded but not sending?
Double-check that your campaign is targeting the right roles or departments
What’s next?
Once your leads are uploaded, the next step is training your agent:
This is where you define who you're targeting, what your company does, and how Ora should personalize emails.
Sample CSV
