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87
Points
Jan 22, 2021 9:06 am
I am curious what everyone is using for creating cold prospect lists. After some trial and error, I have settled on a process that seems a bit laborious.
- I am harvesting cold prospect lists, from Chambers of Commerce but also from Mapify 360 and from LeadsGorilla. I then map those lists to the Bulk Import fields with specific attention to company name, zip code, and any contact information I have (which must be mapped as a User). I also give each new contact a tag indicative of where I found them. During the import, I let the system infer missing data but I do not let the new users receive notifications or a welcome email, and I don't activate any products.
- Once the list is completely uploaded, I verify that I do not have any duplicates and I downgrade each user to just a Contact. (In the account, I delete the User which automatically converts them into a Contact instead.) I also need to go to my Users list and delete these new users. I've done this specifically so that, if any of these contacts try to create a new account they don't encounter any barriers.
- I then start these new contacts on an introductory acquisition campaign.
2 Replies
304
Points
Jan 22, 2021 12:50 pm
There might be a way to help with the "delete User" part of your process!
If you use the Button Dynamic Component "Email Verification" it will prompt the User to create/reset their password. By putting that email in your campaign flow, they will automatically have access to the Business App, but only use it if they engage with your campaign!