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The Call Guy

Match your columns

On Map, check what each column of your file is used for, choose which number is called, and leave out the columns you don't need.

After the upload, Map shows one row for each column of your file. The builder has already guessed what each column is for. Check its guesses before you go on, because they decide which number is called, how people are greeted, and who gets the follow-up text.

Before you start

Check each column

  1. Read the table. Its columns are In your file, Sample, Used for and Include.

  2. In Used for, check each column's use. Change any guess that is wrong:

    • The number we call: the phone number the voicemail goes to.

    • First name: the name the voicemail and the follow-up text greet.

    • Business: a business name, for lists of businesses.

    • Vehicle or product: what the contact owns or asked about.

    • Phone type: mobile or landline. It decides who gets the follow-up text.

    • Other detail: any other column your script can say.

  3. Untick Include for a column you don't need.

  4. Select Next to open Review.

What you see

Sample shows a couple of values from each column. A column with empty cells says how many are blank. The phone column reads The number we call, and its Include box is always ticked. A column the builder reads as the last name beside the first name shows Last name in its list.

Each use goes to one column at a time. Give a use to a second column and the first one becomes another detail.

Choose the number we call

The builder picks the phone column by its name and by the numbers in it. When a list has both a home number and a mobile number, it calls the mobile, because the follow-up text reaches mobiles only.

  1. If your file holds numbers in more than one column, read the line under the table. It names the column we call and the other columns that hold numbers.

  2. To call another column, choose The number we call on that column.

What you see

The list is read again from that column. The count of contacts ready changes to match it, and the first-name question on Review is asked again.

If the column you chose holds no number we can call, the step says so and asks you to choose The number we call on the column that holds them.

Leave a column out

  • A column you untick is taken out of the list. It is not sent with your contacts, and your script cannot say it. If your script already says it, the notice under the script offers Include with the column's name and again.

  • Tick it again to bring it back. The builder reads its cells back from your file.

  • If you reopened a saved draft, the builder may no longer hold your file's rows. Then a column can come back, or the phone column can move, only once you upload the file again.

Phone type: who gets the follow-up text

When a column is used for Phone type, the builder reads each contact's value:

Values likeRead as
Cell, Mobile, Wireless, PortableA mobile. It can get the follow-up text.
Home, Landline, Fixed, Residence, FaxA landline. It gets the voicemail, never a text.
Work, Office, Business, or anything elseNot known yet. The line is checked before any text is sent.

A column named "Type" is taken as the phone type only when most of its values read as mobile or landline.

Good to know

  • A column written for the voice, such as "Vehicle spoken", is guessed as Vehicle or product ahead of the plain vehicle column.

  • Column names are read with their accents dropped, so a French export's columns are guessed too: Véhicule or Modèle as Vehicle or product, Entreprise or Compagnie as Business.

  • A first-name column can be named First Name, First, Prénom, Given name or similar. A column of whole names, such as Name or Customer, is read as the first name too, and the name check on Review tells you what that means. See Greeting people by first name.

  • A long table folds after a few rows. The button under it, Show all with the number of columns, opens the rest.

Last updated October 21, 2026

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