Uploading and Enrolling Leads

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In this guide we will focus on:

  • directly bulk enrolling leads into a Campaign
  • simply bulk uploading leads into the Saleswhale app

Here are some important things to keep in mind before you upload:

  • You can upload up to 2,000 leads at once.
  • The file must be in CSV format.
  • The format of the column headers in your CSV file must match the relevant merge tags in your topic.
    • Required columns: first_name, email
    • Any other merge tags that you have used in your topic.
    • To check for column header formatting, click "View all column headers" at the "Import Leads" pop-up.

Once you have successfully enrolled your leads into the Saleswhale app, you can track in real time your bots conversation with each lead and the overall lead conversion metrics.

 

Direct enrollment into a Campaign

When you enroll leads directly into a Campaign, your bot will queue the list of leads and immediately begin emailing each lead one by one.

Note that if you enroll the leads outside of business hours, your bot will queue the list of leads and begin emailing each lead when business hours begin.

To begin enrolling leads into a campaign, first confirm you are in the Campaigns tab.

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Select the campaign you would like to enroll your leads into. From the campaign landing page, select "Actions."

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From the drop-down menu, choose "Import CSV."

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From the Import Leads page, select "Select A File In Your Computer" and choose the file you would like to upload into the campaign. You will also be able to view the required column headers that you should include in your CSV file by selecting "View all column headers".

 

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You now see a preview of your leads; review your leads by scrolling through the list. Once you reach the bottom and are ready, you can proceed with your upload.

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Uploading to the app 

When you simply upload leads into the Saleswhale app, your bot will not attempt to engage these leads.

To begin simply uploading leads into the app, first confirm you are in the Leads tab.

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Locate and select the "Import Leads" button to the very right to toggle the drop-down menu.

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From the drop-down menu, select Import CSV to continue.

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From the Import Leads page, select "Choose File" and choose the file you would like to up upload from your computer. You now see a preview of your leads; review your leads by scrolling through the list. Once you reach the bottom and are ready, you can proceed with your upload.

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