In this guide, we will look at how to select and enrol leads into your campaign.
There are two ways you can choose the leads to enroll into your campaign:
- using Filters in the Leads tab
- via an import batch
A) Using Filters in the Leads tab
From the Leads tab, narrow down your selection to specific leads by using Filters. Read more about Filters.
After choosing your Filters, select your leads and click on Enrol to Campaign to choose the relevant Campaign.
B) Via an Import Batch
From the Import History page, locate your batch and click the three dots; select "Quick enroll."
In both ways, you will be taken to the four step process to Finish Enrollment below.
Step 1: Choose a Campaign
From the drop-down menu, choose the campaign which you would like to enroll your selected leads to.
(If recent changes have been made and not published to your topic, you will receive a warning.)
Step 2: Review Data for Enrollment
A breakdown of your enrolled leads will be shown. Your leads will be categorized based on those:
- without errors and warnings
- with warnings
- with errors
You can see a full list of warnings and errors here.
By default, leads with warnings will not be enrolled. However, you have the option to enroll leads despite the warnings by selecting the checkbox corresponding to each warning. (You will only enroll leads belonging to that specific warning category.) Hover your cursor over each warning category for a pop-up containing more information on that warning.
Leads with errors cannot be enrolled. Together with unenrolled leads with warnings, leads with errors will be stored as Unenrolled Leads following your enrollment. Read more about suggested actions to take with unenrolled leads.
Step 3: Preview your Touchpoints
Preview the main sequence Touchpoints. The merge tags used in your topic will now be displayed with the information from one of your leads. At this point, you may want to check on the following:
- Merge tags
- Cadence of follow-up email Touch-points
Note that your AI Assistant's signature will not be shown in the Preview.
Step 4: Confirm and Enroll
You can name your enrollment. This is usually for future reference. Click on "Finish Enrollment" in the bottom righthand corner to finish launching your campaign.
Check your enrollment
When your leads have been successfully enrolled, an email notification will be sent to your inbox with a summary of your enrolled leads and your remaining lead quota available.