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everything is the whole marketing automation confusing the hell out of
you? Well, you're not alone, there's tonne of people out there who feel the
same way. So make sure you tune into these tutorials to make sure that you
get your system set up properly at the start
the tutorial, we're going to be talking about how to import a CSV into your
contact list. So let's login. And I'll see you there. Alright, now that we're
logged in, we're gonna get started and make sure that we can upload a contact
list via a CSV. So let's get started. Now under leads, we're gonna go back to
our other lists are gonna go manage lists. Again, you can create a new list,
or you can go to the one we've already done. I've already deleted these,
because I'm going to use the same email addresses. So I'm just going to click on
this, I am going to add leads, and I'm going to import leads. So if I click
this, I get an option to import through Zoho Docs, Google Drive, OneDrive,
Dropbox, Box, and Evernote. So there's a tonne of different options depending on
what application you use. In this case, we're going to be using it for my
computer, because that is the most simple case. So if I click on this, I'm
going to get an option to drag and drop a file into this little section here, I
can then select which subscription type I want to be a part of. And I can search
for a topic and assign it to these individuals. And then obviously, each of
these contacts have given consent to receive emails relevant to my product.
Now I will show you what a sample CSV looks like. And we'll go through the
process of assigning labels and things like that and making sure everything's
all good to go when we do upload it. So pulling this over. Now, this is the test
file we're going to be uploading. So as you can see, here, I have first name,
last name, email and company, this could be coming from any source think of if
you're migrating from MailChimp, or Active Campaign or any other marketing
automation tool that's out there. If you export data, you are going to come up
with basically, at least these three pieces of information. If you have
already built in custom fields within that application, it's also going to
pull that information. And you may or may not want to store that into Zoho
marketing automation, as well. So this is our document, this is what we have,
this is what we're gonna throw in there. And we're gonna have to assign each of
these columns to a specific field. If it can be auto matched, then we won't have
to do that. But if it can't, then we will have to. So as you can see here, we
have first name, last name, email and company for each of these users. So I am
just going to exit out of this. And I'm going to drop the file. So I'll show you
what that file comes from. It's just in one of these folders. So I'm going to
drop it there. And then everything else here is ready to go. So I'm going to
click upload. So now that I click upload, it does give me the option. So
it has auto matched these three, but it hasn't mapped company yet. Now we can go
through and just double check, it may or may not have caught every one of your
fields in your CSV. So this is where it's important to just double check
before you go import. So I'd want it to connect to the company name. So it
didn't quite match it because the company name is different from company,
which is what I called it in the CSV. And so this is how you'd go about
associating it and mapping it to the proper field in Zoho marketing
automation. So I'm going to click Import. And it's going to go through
that process and two contacts have been imported successfully. That's great.
These are re added leads because they have already been added to the system, I
just removed them prior to this. So in your case, if you're adding a bunch of
new leads in it would show up under new leads, you may have a couple overlap,
maybe you already have some in your system, maybe there would be a mix
between the two. You may also have duplicate leads in general as well, and
ignored leads. So ignored leads are leads that will tell you, when you go
through this process, if you click on this number, it'll tell you why they
didn't get added and why they were ignored. If you have duplicate leads,
that means they're already in the system. And what it's done is it's only
updated the information, if you've given it the ability to do so. So you can also
go to the Import history. So let's just quickly click on that. And this will
show you all of the recent imports that I've gone through in this case, it's
just the one but it does show you all the history of everything you've
imported in the past. So going back, we can go through and click these we know
that the company name is that this contains all four pieces of information
for each lead, so we know it works successfully. That is it for the
importing of leads via CSV. We want to make sure people like yourself who are
struggling on implementing any of these Zoho tools get access to this
information because it can be overwhelming. So please subscribe and
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you soon have a good one bye for now