6.59 (Anonymous)

Upload/Import LeadsUpload and contact prospects from a list such as a bridal show.

    Step 1 - Build Upload List

    Use Excel or similar spreadsheet to OPEN your database which may look similar to the example below: If you'd like to create your own, try our google sheet template: Lead Import Template and when completed, click File Download Tab Separated Values.

    *** Make sure to create a Campaign before trying an import ***

    First NameLast NameEmailPhoneStreetCityStateZipEvent Date
    JanetSmithjanet@hotmail.com727-216-2997123 Elm StreetClearwaterFL3376711/20/2022
    Step 2 - Convert and Save

    You MUST save the spreadsheet as a comma-delimited or {TAB} delimited format. All other types will not upload!

    Microsoft Word: Select File Save-As & look for Comma or Tab Delimited as an option.
    Open Office Select File Save-As & find CSV from drop-down and save.

    Step 3 - Match Your Data

    Gigbuilder needs to know how to match data from your import file. Look at each column in your uploaded file and match it with an appropriate Gigbuilder field. For example, if the first column of the database was the prospect's first name, then match FIRST NAME in the drop down.

    Columns default to the example above.

    Column A
    Column B
    Column C
    Column D
    Column E
    Column F
    Column G
    Column H
    Column I
    Column J
    Column K
    Column L
    Column M
    Column N
    Step 4 - Campaign Setup
    Step 5 - Upload Database

    Once all prior steps are completed, located the file you just saved, select an upload option, then press Upload

    You must have at least one canpaign to send leads. Your campaign contains the email and/or text tempates. Click Here to create your first campaign.