CSV-imported campaign

🎉 Hello Superstars! 🎉

Boost your outreach strategy using CSV-imported campaigns on the Sales Engagement Tool! 🚀 This tutorial walks you through essential CSV formatting tips, custom variables, and handling duplicates, ensuring a seamless upload. Customize every detail for a personalized experience, and watch your connections grow. Begin your campaign journey now! 💫

Before We Begin: Mastering CSV Formatting 📝

Before we jump into the guide, let’s cover some key CSV formatting tips to ensure smooth sailing with the Sales Engagement Tool.

• Key Variables Formatting: Ensure key variables like ‘profileUrl’ and ‘email’ match the Sales Engagement Tool’s format exactly. 🔍
• Unique Variable Names: Choose column names for custom variables that don’t overlap with existing variables.
• URL Formatting: For LinkedIn campaigns, ensure LinkedIn URLs begin with https://www.linkedin…. 🔗
• Sales Navigator Consideration: Remember, Sales Navigator URLs are only applicable if you have an active subscription.
• Campaign-Specific Columns: Depending on your campaign type (LinkedIn-only, email-only, or mixed), include either profileUrl, email, or both. 🌐
  
  

Variables 🔣

Default Variables Used by Sales Engagement Tool:
If you’re using standard variables, ensure your CSV file follows these specific column names. This will enable you to use the native variables seamlessly. 📊👍

• uniqueLeadId, fullName, firstName, lastName, profileUrl, picture, occupation, currentCompany, yearsInCompany, totalCareerPositionCount, collegeName, email, businessEmail, phone, country, website, twitter, leadTags

Custom Variables:
Feel free to format additional variables as you like! But avoid conflicts by making sure they don’t clash with existing variables.

Here’s a sample of default variables you can use in your CSV file:

firstName

lastName

profileUrl

occupation

currentCompany

email

With your CSV file neatly formatted, you’re ready to move forward!

Embrace the Magic of Personalization with CSV-Imported Campaigns ✨

Why choose CSV-imported campaigns?

• Hyper-Personalization: Each column in your CSV file is a chance to add a personal touch to your messages. 
• Limitless Customization: Add as many personalized variables as you like to truly connect with your audience. 

Getting Started: Your Easy-Peasy Guide 📚

1. Select Your Campaign Type: Start by choosing the CSV-based campaign option.
   
   
   
   

2. Upload Your File: Click the upload area, and a window will pop up for you to browse your CSV file. 📂
   
   
   
   

3. Review Your Upload: After uploading, you’ll see a summary:

   • Total Leads: The number of leads in your CSV file.
   • Blacklisted Items: Leads that appear on your or the global blacklist. 
   • Duplicates: Check for duplicates across your team’s campaigns and within the CSV file itself. 
   • Total Unique Leads: The number of unique leads ready for your campaign. 

🚨 Note:
Duplicates are identified using the profileUrl or email columns. You can choose to keep or remove duplicates found across your campaigns.

Ready to Upload? 

Now that everything’s in place, upload your CSV file and start your personalized outreach journey with the Sales Engagement Tool!

Conclusion

We hope this guide makes your journey more enjoyable and effective! Here’s to reaching new heights in your campaigns! 🚀

Enjoy your Sales Engagement Tool experience and happy connecting! 💫