Page Properties | ||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
🏠 Feature Overview
Within the Convertr platform, Publishers are the lead data providers.
...
Import Leads
Export Leads
Bulk Edit
Resend Assets
Tracking
Contract History
Campaign Performance Report
Campaign InformationImporting Lead Data into a Campaign
1. Importing leads to a campaign
...
This will open a ‘Import Leads’ modal which allows the user to upload a CSV file containing lead data. A sample file is available for download in the link in the blue banner in the modal.
...
All forms associated with the campaign are available in the ‘Select a form’ dropdown. The user must select the appropriate form and upload the CSV file. Different delimiters are supported in the CSV file- comma, semicolon, tab, pipe. The appropriate delimiter may be selected and the user can proceed to the next step.
The user will be able to proceed to the next step only if they have selected the form and uploaded a CSV file.
...
On the next step, the publisher’s name is automatically populated in the ‘Publisher’ field. They can also provide a tracking link. Select a tracking link helps to identify the channel the imported leads will be applied to. If left unset, the channel for each imported lead will be empty.
...