Objective:
In this article, we will be talking about how to upload a list of non-customers into Core iQ for the purpose of campaigning. We will explore the following topics:
- How to find and download the starter CSV file for the List Management module.
- Requirements for uploading a list into Core iQ and how to upload your list.
- What to expect with the List Management module and what it is used for.
Important - Please review before you begin
The List Management module should never be used to upload existing customers into Core iQ. Uploading existing customers using List Management will result in duplicated records and issues processing communications. Once communications have been processed for a list, that list cannot be deleted, and any duplicate records will have to be manually merged to avoid issues with communication processing. Core iQ support cannot undo this action or merge records for you. If you have questions about using List Management, please contact support@onovative.com before proceeding.
If you need to process communications for a list of existing customers you have been provided, please use the Matching Customer Identifier Report or the Matching Account Identifier Report.
Where to start
The List Management module allows users to upload and campaign to lists of non-customers using Core iQ. It can be found under the Communications menu, and is only available to those with the permission to upload and manage lists. If you don't see the List Management option under the Communications menu, check with your Core iQ Admin to make sure that you have the proper permissions to upload and manage lists. Selecting List Management will load a screen with instructions related to creating and uploading your list. You will also see a blue "Download Template" button in the top right corner of the screen. Clicking this button will download a .CSV template to your downloads folder that contains the available fields for upload. You will need to edit this file, add the data from your list, and save the file with a new name before it can be uploaded into Core iQ.
Requirements for uploading a list
In order to upload a list, you will need to use the green Upload List button. The name of the file that you upload will be used as the List name, so be unique with your file names. However, there are a few requirements that are good to know when uploading a list, as they will affect how many of your records are able to be uploaded into the platform. There requirements are:
- DO NOT modify or reorder the headers in any way - if you do so the list upload will be completely rejected.
- For the isBusiness column the values entered can ONLY be 'Y' or 'N'.
- If the isBusiness column value is ‘Y’, the BusinessName field must be provided. We will IGNORE the FirstName, MiddleName, LastName, and FullName fields for each of these Business records.
- If the isBusiness column value is 'N', FirstName & LastName fields OR the FullName field is required. We will IGNORE the BusinessName field for each of these records.
- All records must have some manner in which they can be electronically communicated with. This means that all Address fields (excluding AddressLine2) OR the Email field is required.
Once you upload your list, Core iQ will review the data and provide you with the OK that all of your entries are valid OR a downloadable list of errors that you can choose to fix. If you want, you can always continue with the upload, skipping the erroneous rows in order to get your list into the platform. This is a good option for when you can't get the missing information for certain records.
After you upload your list
Once you have uploaded your list, Core iQ will begin to process the records for your upload. Depending on the size of the list, this can take a bit of time, but don't worry! Core iQ will continue to function as normal, and we will issue the uploading employee an automatic email when the list has finished processing. This means that you can go back to using the system as you normally would. You will be notified on the List Management screen and via email when your list is finalized.
Now once your list is fully ready in Core iQ, you have a few options for what to do next. You will essentially have a large list of Lead records in the platform. Because Core iQ does not have an automated matching feature present in the platform at this time, you might want to manually match a few of these records with existing ones in Core iQ. You can do so via the Profile screen (check out this article for more details) or you can begin to take those Lead records and convert them to Prospects by appending one or more Opportunities to the record. This will permanently convert them to Prospect records, and will filter them into the features found in our Opportunities module. You might also want to add one or more existing records into this list, which can be done via the Profile screen as well (check out this article for more details).
Finally, your most likely option is to begin communicating with these Leads. You can do so via the Profile screen using one-off communications if your list is small or you can campaign to these Leads using the List Association report, which is found under the Customer/Member Level reports tab in the Actionable Reports area. This report will allow you to pull back and filter one or more lists in Core iQ for campaigning purposes, just like you would with your existing Customers/Members. We currently do not support automation for Leads and Lists, but do hope to add this feature at a later date.