Start the import by selecting where you want the leads stored by selecting on of the available options:
Top up existing Campaign (Recommended)
Allows you to add imports to an existing campaign and create a new allocation during the import or manually allocate the leads at a later stage.
You may want to manually allocate leads if you want to want to split the leads into different allocations (maybe based on State or Postcode).
- This is the suggested method of importing Leads once a Campaign has been established.
Top up existing Allocation
Allows you to add the imported leads to an existing Allocation.
Use this option if you have a continuous trickle of leads that need to be imported and you don't want to create a new allocation each time you do an import.
Allocations should generally be kept under 10,000 leads.
Allocations greater than 10,000 leads may slow your system down.
If you need bigger allocations the please talk to the support team to ensure your system is suitably configured to handle the larger allocations.
Create New Campaign
Allows you to create a new Campaign that just has the leads from your spreadsheet.
You must have an existing Campaign Template that the Campaign can be imported to and the columns headings in your spreadsheet must match the field names from the Campaign Template that you select.
Create New Campaign Template
Use this If you have a new product or service that you are selling.
Importing a spreadsheet will create a new Campaign Template using the spreadsheets column headings as the Campaign Templates field names.
A default Screen Layout, Dialer settings and Disposition Actions will be created which you may need to adjust before you can start dialing.
Create Deduping Campaign
Noojee Contact supports both simple and advanced deduplication methods.
The simple method is always active and simple rejects leads that have a phone number that matches an existing lead in the same campaign.
The advanced method allows you to upload a 'master list' which we refer to as a Deduplication Campaign or Deduping Campaign for short.
The Deduping Campaign is attached to a Campaign Template and is used to deduplicate any campaigns imported against that Campaign Template.
You upload a Deduping Campaign in the same manner used to upload any Campaign by selecting the 'Create Deduping Campaign'.
There can only ever be one Deduping Campaign for a given Campaign Template. If you upload a second one it will replace the existing Deduping Campaign so each time you upload a Deduping Campaign it must be a complete list.
Additional details can be found in the Campaign Template help on how to define what is a duplicate lead.
To assist with security when you upload a Deduping Campaign the lead details obscured so that the customers details are not actually stored on the system, but we can still use their details to perform deduplication (we use some clever maths called a one way hash to make this possible).