One of the main methods of delivering leads into the platform is through importing a .csv file with all your lead data.
This method is available to publisher users through their own accounts.
However, as an Admin or Agency user you will also have the option to import leads, which is handy if you want to test your campaigns yourselves for example.
How do I import Leads?
First, you need to Identify the correct campaign that you would like to import leads into. You can either select the campaign name, or use the search bar at the top-right corner of the page to search for your campaign:
Once you have chosen a campaign, head to the Leads tab at the top and you will find the import button shown here:
The first thing you will be asked to do is select a form. This is so that you can map the data from your CSV file to the fields that are being accepted in a campaign:
If there are no forms here, or there are multiple and you're not sure which one to pick, please speak to your Campaign Manager.
Once you select a form, you can choose a delimiter. This refers to the setup of your CSV file and is usually dependent on the region you live in and the setup of your PC:
Most of the time, the comma delimiter is the correct choice, and you may find you don't need to change anything here. However, in some cases you may find your CSV formats strangely if you use it and that's when you may need a different delimiter.
A good way to tell is to download the template (which we'll talk about shortly) If you open the file and the fieldnames are all in one column, then you're probably using the wrong delimiter!
Once you've selected your form and your delimiter, you can click the link directly below to download our CSV template. While you don't have to do this and you can upload your own CSV, we strongly recommend that you do; it makes the next steps much simpler!
Once you have the file, you can fill it in with the data that you wish to upload into the platform. We won't talk you through how to populate a CSV file, but if you would like to see some best practices, please see here: Best Practices for Importing Leads via CSV. Once you're done, you can use the dropzone to upload your file, and click Next.
The setup tab is used to apply additional metadata to your lead data. There are a couple of things to note here:
- Publisher: Selecting a publisher from this dropdown will allow you to attribute the leads from your upload to that publisher. You can only select publishers that are assigned to and active on this campaign (see Assigning a Publisher to a Campaign - Fixed Costs and CPL).
- Link: Selecting a link will allow you to attribute the Channel from that link to your lead upload (see Creating Tracking Links).
- Toggling the Replacement Leads on will mark these leads as replacements when they enter the platform, meaning that they will be seen as replacement leads in our reporting.
Once you have made your choices, please click Next to proceed.
The mapping section allows you to map your CSV file to the Convertr form that you selected in the Setup step. This is to ensure that the data you are submitting is going to the correct place.
The most important part of the page is the Field Mappings table. This shows you how the Convertr form has been matched to your CSV file.
On the left, the fields that are on the Convertr form are listed. On the right are the CSV fields. You can use the dropdowns to select the correct header from your uploaded file:
- If you have used the Convertr generated CSV template, this will be mapped automatically
- If you have used your own CSV file, we will do our best to map the fields by comparing the headers with the form fields. However, any that we can't match will have to be done manually by using the dropdowns.
If you have to do any manual mappings, you will have the option at the bottom to save your mapping as a template. This means if you use that same file format in the future, you can save yourself from redoing the mapping. To do this, you can check the box next to Save as New Template and give your template a name.
That template can be referenced in future at the top, using Mapping Template. You can use the dropdown to select saved templates, and you can use Load to map the fields. Reset allows you to clear the Field Mapping table, and Delete allows you to delete a saved template.
Once you are happy with your template, click Next to proceed.
The last step is a preview. This will show you a table that contains some data from your lead file. This will allow you to check that your data looks the way you expect it to before you import it.
This is your last chance to fix any issues before you import. If you notice any issues, you can either use the Back button to work through previous steps again, or close the modal and start again.
It's also important that you check the number of leads being imported - this number is specified in the blue bar. If this number does not match the number of leads in your file, then that means there may be a formatting issue in it. Please refer to Best Practices for Importing Leads via CSV again for more on this.
If you are happy, you can check the disclaimer at the top and select Save. This will complete the import and your leads will enter the platform.
Congratulations on successfully importing leads!