Overview

When importing leads to a campaign, there are several best practices that we recommend to ensure that leads go through successfully with minimal issues.

Telephone Number Formatting

When uploading a lead file via CSV, it's possible that the formatting of a telephone number gets altered when using Excel.

For example, a telephone number may lose the 0 at the beginning, or Excel may compress a number into a '123E+08' format, which if uploaded will then flag as an invalid lead.

To prevent this from occurring, we recommend always submitting a telephone number with the country code in brackets.

This will not only ensure that the leads are submitted as a full number, but if you have leads from multiple countries this will ensure the number is checked against the right country.

Erasing Blank Rows/Columns

Sometimes when using Excel, blank rows/columns may be formatted in a way that the platform will read these as extra leads.

This means you may not be able to upload as you've exceeded your allocation, or you could end up uploading empty, invalid leads.

To ensure that this doesn't occur, we recommend always manually deleting these rows and columns before uploading.

This can be done by selecting the first empty row below your lead data, and clicking Ctrl+Shift+Down (Cmd+Shift+Down on Mac OS). Once all rows are highlighted, click Delete at the top to completely erase these rows.

Similarly, you can do the same for columns by selecting the first empty column next to your lead data, clicking Ctrl+Shift+Right (Or Cmd+Shift+Right on Mac OS), and deleting these columns.

Using the Convertr Template CSV

While you can upload any CSV to the platform with your lead data, we recommend that you always use the template provided by the platform.

This is useful as it already contains the field names that are available on the form/lead template for that campaign.

In addition, this will allow the fields to map automatically from the CSV file to the platform, meaning that you do not have to manually do this when you upload.

The template CSV can be downloaded for any campaign - to do this, when you start the import process and select a form, you can click 'here' to download our template.

Test Leads

When importing to a campaign for the first time, we always recommend that you send 1 or 2 test leads through before submitting your batch.

This is because if there is an issue with your leads that is causing them to be invalid, then you can troubleshoot this before going ahead with your full upload.

If you do have invalid leads when uploading, always ensure you are following all criteria provided by the client in your lead data, and that telephone/email addresses are formatted correctly.

One Login Per User

Each user account can be assigned to a particular publisher, and you can assign as many users to one publisher as needed.

We recommend that each person that needs access to the platform is given their own user login, for security purposes as well as to ensure that any publisher activity can be tracked to a specific user.