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 for the List Upload module.
- Requirements for uploading a list into Core iQ and how to upload your list.
- What to expect with the List Upload module and what it is used for.
Where to start
When it comes to the List Upload module for Core iQ, the most important thing to remember is that you need to have at least v2.3.0 of Core iQ for this feature to be included in the software. If you haven't yet received the upgrade to v2.3.0, then we will be reaching out to schedule that upgrade during Q1 of 2020.
The List Upload module is a feature that is included in v2.3 of Core iQ and is focused on the ability to upload and campaign to lists of non-customers using Core iQ. This area of the platform can be found in the Communications menu, and is only available to those with the permission to upload and manage lists in the platform. If you don't see a listing for List Management under the Communications menu and are on v2.3.0 or later, then check with your Core iQ Admin to make sure that you have permission to upload and manage lists. Once you get to this area, you will see that there is a button in the top right that allows you to download a CSV template. Do so now.
Requirements for uploading a list
In order to upload a list, you will need to use the 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.
I wouldn't need to upload a list because the email is being transmitted to our members. Kelsey, can you send me a quick overview of the steps for transmitting with copying and pasting the list, then sending out?