Lead Import - CSV Delimiter
- Barnaby Murtagh (Unlicensed)
- Adam Elsodaney (Unlicensed)
Admin, Agency and Publisher users will now be required to select the file delimiter when importing leads via CSV.
In order to access this functionality user will need to have an active Campaign setup. In the Campaign > Leads section of their campaign.
Select ‘Import’ (Admin / Agency users)
Users will be able to select the ‘Import’ button in the Leads table section.
Select ‘Import Leads’ (Publisher user)
Click ‘Import Leads’
By selecting to Import leads either as an Admin, Agency or Publisher user. The next screen that will appear will be the ‘Import Leads’ modal. In this modal users will be required to first select a form they want to import leads to.
User will then be required to select the CSV delimiter from stage 1 'Upload' of this dialogs 4 stage journey.
Users can also select to Download a template CSV file. This templated file will provide users with the same fields as the selected form and the delimiter will be pre-defined for this csv file.
Users should add the leads to the file and continue the file import in the normal manner by completing the rest of the 4 step process.
Related Pages
Publishers - Campaign - Import - CSV Delimiter
https://convertr.atlassian.net/wiki/spaces/IAD/pages/2887942159