Adding Leads To Automations in LeadDec from A CSV File

If you have been accumulating leads on a spreadsheet, it's time to transfer those leads into LeadDec. By doing so, not only do you add them as contacts within your system, but you also ensure they are funneled into the appropriate automation campaigns, thus becoming a part of your sales pipeline. This guide walks you through the process step by step.

Step-by-Step Guide

1. Prepare Your CSV File: Begin by ensuring all your leads are listed in a spreadsheet. Once your list is complete, export the spreadsheet to a CSV file. Follow the steps specific to your spreadsheet program, typically File > Export > CSV. Assign a clear, identifiable name to your file for easy reference.

2. Select Your Automation Campaign: Before uploading your contacts, decide which automation campaign these leads should enter. For leads that are entering your funnel for the first time, choose an automation designed for new entrants. This might be labeled similarly to "New Lead Added" or "Facebook Lead Ad Complete". Ensure the automation campaign is active.

3. Import Contacts:

   • Go to the Contacts section within LeadDec and click the Import button.

   • Select your CSV file (for instance, "Facebook leads") and proceed to the next step.

   • You will then be prompted to match the columns from your CSV file to the contact fields in LeadDec. Map fields like Name, Email, and Phone accordingly. For any columns that don't match up with LeadDec’s fields, choose Do Not Import.

   • After matching the columns, give the import a name for future reference, e.g., "Leads from Spreadsheet".

4. Add to Automation: In the advanced settings, look for the option to Add to Workflow/Campaign. Tick this option and select the appropriate automation you identified earlier (e.g., "New Lead Added - Facebook Lead Ad").

5. Finalize Import: Once you have selected your automation and ensured all fields are correctly matched, submit the form to start importing your contacts. Depending on the size of your file, this process may take a few minutes.

6. Verify Import Success: After the import process is complete, you can view the progress. A successful import will be indicated. If the automation was activated, your newly added contacts will automatically start receiving your campaign’s communications.

Conclusion

You have now successfully imported your contacts from a CSV file into LeadDec and funneled them into your chosen automation campaign. This process ensures your leads are engaged from the moment they are added to your system, enhancing your chances of conversion.

Should you have any further questions or need more detailed training, don't hesitate to reach out. Our team is here to support you in making the most out of your LeadDec experience. Happy marketing!