How to Bulk Upload Leads to a Segment
Efficient data management is crucial for streamlining your marketing efforts
and achieving better communication. Adding leads to the "Segment"
section in Fivegrid is an essential task that allows you to better organize
your contacts for targeted campaigns. In this guide, we’ll walk you through the
simple steps to effortlessly add leads to your Fivegrid segment.
Step 1: Access the Segment Section
To
begin, log in to your Fivegrid account. Once logged in, navigate to the main
menu and locate the Segment tab.
Step 2: Create a New Segment
Click on the "Segment" tab and select "segment"
option. Now, Click on the "Create New" option and select the
"segment" option to which you want to add profiles. It directs to the
segment creation page.
Step 3: Import Your Leads Using a CSV File
Now,
you’ll need to give your segment a name for easy identification. Then, select
the Select a Source option and
choose List. You’ll be prompted to
browse for your .CSV file containing the leads you want to import.
Use the .CSV file you’ve prepared to import your leads into the Fivegrid
application. If you haven’t yet prepared a file, you can follow the template
for Facebook Enquiries or Google Sheets Import Format to ensure your file is
formatted correctly for smooth uploading.
| Accepted
Value Format | Mandatory
(Yes/No) | Description | |
contactCreated | YYYY-MM-DD | Yes | Date
when the contact was created. | |
enquiryCreated | YYYY-MM-DD | Yes | Date
when the enquiry was created. | |
firstName | Aditi | Yes | First
name of the contact. | |
lastName | Sharma | Yes | Last
name of the contact. | |
mobileNumber | +[Country
Code]XXXXXXXXXXX | Yes | Contact’s
mobile number with country code. | |
email | alpha9903@mail.com | Yes | Contact’s
email address. | |
city | Coimbatore | No | City
of the contact. | |
state | Tamilnadu | No | State
of the contact | |
region | South | No | Region
of the contact. | |
country | India | No | Country
of the contact. | |
postalCode | 641004 | No | Postal
code of the contact’s location. | |
productsEnquire | Access 125 | Yes | Products
or services the contact inquired about. | |
source | Facebook | No | The
source from where the enquiry originated (e.g., Facebook). | |
enquiryType | warm | No | Type
of enquiry based on interest level. |
Step 5: Confirm and Save Your Segment
Once
you’ve selected your desired .CSV file, click the Create button. This will add
the leads to your segment and also populate them in your Profile page.
Step 6: Review Your Segment
Finally, take a moment to verify that the profiles you added have been
successfully included in your segment. Double-check that all the correct leads
are in place for targeted campaigns.
By adding profiles to the Segment section in Fivegrid, you
can streamline your data organization. This not only helps ensure accurate
targeting but also boosts the effectiveness of your marketing strategies.
Proper segmentation allows you to communicate more effectively with your
audience by personalizing messages based on the data you’ve collected.
By following these simple steps, you'll be able to efficiently categorize
your leads and improve your overall data management in Fivegrid. This method
will help you stay organized and ensure your marketing efforts are more focused
and impactful.
Related Articles
How to Manage Leads in the Board Section
Managing leads effectively is key to optimizing your sales pipeline and improving customer interactions. Fivegrid's "Board" section offers a streamlined approach to organizing, tracking, and updating leads efficiently. Follow this guide to enhance ...How to Create and Manage Automated Segments
Fivegrid is a user-friendly SaaS tool designed to simplify contact management. In this guide, we'll walk you through the easy steps to create and manage segments efficiently. Step 1: Creating a New Segment Log in to your Fivegrid dashboard. Click on ...How to Create WhatsApp Templates: A Step-by-Step Guide
Creating WhatsApp templates in Fivegrid is a straightforward process designed to help you streamline communication efficiently. This guide will walk you through each step to create, manage, and delete templates seamlessly. Step 1: Create the Template ...How to Create a WhatsApp Message Template with Action Buttons
Creating a WhatsApp message template with action buttons in Fivegrid allows businesses to improve customer interaction and streamline communication. These templates provide an easy way to guide users toward desired actions, such as visiting a ...How to View Interactions With a Lead
Tracking interactions with your leads is essential for effective customer relationship management. In Fivegrid, you can easily view all the communications sent to a lead, including WhatsApp messages and other touchpoints. This guide will walk you ...