Getting Started With Manual Campaigns

With Topa.io, you can quickly create manual campaigns for both B2B and B2C leads. Manual campaigns allow you to upload leads, enrich them if needed, and send AI-generated voicemails and SMS messages. Follow the steps below to set up your campaign.

Creating a Campaign

Step 1 — Create a New Manual Campaign

  • From your Topa.io dashboard, click Create New Campaign.

  • Choose Manual as the campaign type.

If you're running a B2B campaign, you can upload:

  • LinkedIn URLs

  • Business emails

  • Phone numbers

  • Or a mixture of these

Topa.io will automatically attempt to find a cellphone number for any lead without one.
If a lead already has a phone number, the system will use that number first.


Enable Enrich B2B Contacts

You can enable Enrich B2B Contacts in the campaign settings if you want Topa.io to look up mobile numbers for B2B leads.

  • Cost:

    • 1.3 credits if Topa.io finds a cell phone.

    • 0.3 credits if Topa.io does not find a cell phone.

  • Where to view results: Enrichment results appear in the Enrichment page.

quick note: Enabling enrichment is optional but recommended for B2B lists where phone numbers are missing.


Step 2 — Enter Campaign Details

Fill in the required fields:

  • Campaign Name

  • Send Number

  • AI Voice

Click Test to preview the AI voice.

Tip: Use punctuation to improve clarity and flow of the AI-generated audio.


Step 3 — Generate Part 2 of Your Message

Part 2 must be generated before you can proceed.

  • Click Generate to create the second part of your voicemail script.

  • Listen to the preview to ensure it sounds natural.

  • Adjust wording or punctuation if the pronunciation is incorrect.

Repeat the generation until the message sounds right for you.


Step 4 — (Optional) Enable SMS Follow-Up

If your Twilio number is SMS-enabled:

  • Toggle on Send SMS

  • Type your SMS message (you can use the same variables as the voicemail)

Available variables include:

  • [Name]

  • [Company]

  • [Custom 1]

  • And other lead fields


Step 5 — (Optional) Add a Campaign Webhook

If you want to receive sms and voicemail delivery results via a webhook you can enable this feature.

Example Webhook":

{
  "destinationnumber": "+447534000000",
  "name": "Jonny",
  "company": "",
  "email": "",
  "linkedinurl": "",
  "custom1": "",
  "custom2": "",
  "custom3": "",
  "date_time": "2025-12-08T16:12:27.833665+00:00",
  "campaign": "Test",
  "voicemail_text": "Hi Jonny...",
  "detail": "Voicemail drop successful (machine_end_beep)",
  "voicemail_status": "SUCCESS",
  "sms_status": "sent",
  "source": "webhook"
}

Step 6 — Upload Your Lead File

  • Click Select File and upload your CSV.

For B2C campaigns:

  • The Phone field is mandatory.

For B2B campaigns:

  • At least one of these fields must be mapped:

    • Email

    • LinkedIn URL

    • Phone (optional but used if available)

Click 'Create Campaign' once all necessary fields have been mapped.


Step 7 — Start the Campaign

After your campaign is created:

  • Review the campaign summary

  • Click Start to begin sending

Your campaign will then run according to your settings.