Enrolling Leads into Campaigns

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In this guide, we will look at the four step process to finish enrolling leads into a campaign. You will first want to locate the leads you would like to import.

 

 

Step 1: Choose a Campaign

Choose the campaign which you would like to enroll your selected leads into.

(Tip: If recent changes have been made and not published to your topic, you will receive a warning.)

7.A.3._Step_-_Campaign_Dropdown.png

 

Step 2: Review Leads

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

By default, leads with warnings and errors will not be enrolled. However, you have the option to choose what to do with leads with warnings. List of warnings and errors. By selecting the checkbox corresponding to each warning, you will proceed with the enrollment of the leads belonging to that specific warning category.

Leads with errors will never be enrolled into the selected campaign, under any circumstances.  These leads will be stored as Unenrolled Leads following your import. Read more about suggested actions to take with unenrolled leads.

Note: Mouse over each warning category to display more information.

7.B.1._Step_-_Review.png

 

Step 3: Preview Touchpoint

Preview the main sequence Touchpoints. The merge tags used in your topic will now be displayed with the information from your enrolled leads. You may want to check on the following:

  • Messaging
  • Merge tags
  • Attachment(s)
  • Timing of follow-up email Touchpoints

7.C._Step_-_Preview.png

 

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.

7.D._Step_-_Confirm.png

 

Step 5: 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. 

8.A._Email_notification.png

From here, you may choose to view your enrollment history to fix and re-enroll erroneous leads.

 

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