CampaignsUpdated June 20253 min read

Choosing a Campaign Type

The first step in creating a campaign is deciding how your customer records will enter the system. RevRag AI supports three methods - each suited to a different workflow.

In this series

The Three Campaign Types

When you click + New Campaign, the first screen asks you to select a type. Here is a plain-language breakdown of each option.

CSV Upload
Most common

Upload a spreadsheet of customer records. RevRag AI reads each row, maps the columns to agent variables, and processes the records in sequence.

Best for

  • Bulk outreach to a defined customer list
  • Weekly or monthly re-engagement campaigns
  • Lead lists exported from your CRM
  • Reactivation campaigns for lapsed users
Not ideal for real-time triggers where you need a call placed within seconds of an event.
Realtime API
Event-driven

Push one customer record at a time via an API request. Each record is queued immediately and a call is placed as soon as capacity allows.

Best for

  • Calling a lead within seconds of form submission
  • Triggering a follow-up call after an in-app event
  • Connecting with users who just dropped off a form
  • Any workflow where timing is critical
Not efficient for large batches - use Bulk API if you need to push many records at once.
Bulk API
Backend sync

Submit multiple records in a single API request from your CRM, data warehouse, or backend system. Ideal for large-scale integrations where uploading a CSV manually is impractical.

Best for

  • Nightly CRM exports processed automatically
  • Large-scale backend system integrations
  • Syncing records programmatically without manual steps
  • Teams who prefer full API control over their data flow
Not needed if CSV upload covers your workflow - Bulk API requires engineering time to set up.

Quick Decision Guide

If you want to…Use this type
Upload a list of customers and run a campaignCSV Upload
Call a lead immediately when they submit a formRealtime API
Push a large batch of records from your CRM nightlyBulk API
Run a weekly renewal reminder to a static listCSV Upload
Trigger calls from a backend event (e.g. policy lapse)Realtime API or Bulk API
Not sure which to pick? Start with CSV Upload. It requires no engineering work and covers the majority of outbound campaign use cases.

Once you select a type, the next step is configuring the campaign name and selecting the Voice AI agent - covered in the next article.

Previous

Campaigns Overview & Dashboard

Next

Uploading Records & Mapping Variables

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