Adding Already Uploaded Contacts Into A Marketing Campaign
Summary
TLDRThis tutorial video guides viewers on integrating contacts into marketing campaigns. It starts from the dashboard, explaining how to add individual contacts or upload bulk lists, even if mistakenly added to contacts instead of campaigns. The process includes using filters like tags, dates, or pipelines to locate the desired contacts. Once selected, viewers learn to add these contacts to campaigns in batches, adjusting the number for bulk addition and choosing the specific campaign to target. For further inquiries, the video directs to email support and join a Facebook group for weekly live Q&A sessions.
Takeaways
- π Start from the dashboard to access marketing campaign contacts.
- π Add individual contacts to a campaign by clicking on each one.
- π If you have a bulk list, you can upload it directly into a campaign.
- π If the list was mistakenly uploaded to contacts, you can still access it from the dashboard.
- π Use the funnel icon to edit or search contacts by various filters like tag, date range, contact source, or pipeline.
- π·οΈ Demonstrated how to search for contacts by a specific tag.
- π Once contacts are filtered, you can select all visible contacts up to 50 by clicking the box next to 'Name and Email'.
- π Increase the number of contacts selected at a time to 500 for bulk actions.
- π Use the 'Actions' button to add the selected contacts to a campaign, list, or pipeline.
- βοΈ Set up campaign information, including when the campaign should be sent out.
- π For additional questions, email support at reicash.com and join the REI cash members Facebook group for weekly live Q&A sessions.
Q & A
How do I start adding contacts to a marketing campaign?
-Begin by accessing the dashboard and navigating to the 'Contacts' section.
What are the options available when adding contacts to a campaign?
-You can add contacts individually or upload a bulk list that was mistakenly added to the 'Contacts' instead of a 'Campaign'.
How do I add individual contacts to a campaign?
-Select each contact you want to add by clicking on them and then add them to the campaign.
What should I do if I have a bulk list to add to a campaign?
-Go to the top of the contacts page and click on the 'funnel' icon to access the bulk list and add it to the campaign.
How can I search for contacts by tags?
-Click on the 'funnel' icon and use the 'Edit' or 'Search by tag' options to find contacts with specific tags.
Is there a way to search for contacts by the date range they were uploaded?
-Yes, you can search by date range using the options available after clicking the 'funnel' icon.
How can I add multiple contacts to a campaign at once?
-Select the box next to 'Name and Email' to highlight all contacts up to 50, then scroll to the bottom and change the number to 500 to add up to 500 contacts at a time.
What is the 'Actions' option used for?
-The 'Actions' option allows you to add selected contacts to a campaign, a list, or a pipeline.
How do I select which campaign to add the contacts to?
-After clicking 'Actions' and choosing 'Add to Campaign', you can then select the specific campaign you want the contacts to be added to.
What additional information can I set up for the campaign?
-You can set up the campaign information, including the timing for when you want the campaign to be sent out.
If I have questions about the process, who should I contact?
-For additional questions, email support at reicash.com and consider joining the REI cash members Facebook group for weekly live Q&A sessions.
Outlines
π Adding Contacts to Marketing Campaigns
This paragraph provides a step-by-step guide on how to add contacts to a marketing campaign from the dashboard. It explains the process of individually selecting contacts or uploading a bulk list that was mistakenly added to contacts instead of a campaign. The speaker also demonstrates how to use the funnel feature to search and select contacts by tags, dates, or contact sources, and how to add these contacts to a campaign in bulk, including adjusting the number of contacts to add at a time and selecting the appropriate campaign.
Mindmap
Keywords
π‘Marketing Campaigns
π‘Contacts
π‘Dashboard
π‘Bulk List
π‘Upload
π‘Funnel
π‘Edit
π‘Tag
π‘Pipeline
π‘Actions
π‘Campaign Information
Highlights
Introduction to adding contacts to marketing campaigns not previously uploaded through the campaign itself.
Starting from the dashboard, navigate to the contacts section for campaign management.
Options for adding individual contacts to a campaign by selecting them one by one.
Instructions for uploading a bulk list into a campaign or correcting accidental uploads.
Using the funnel icon to edit or search contacts by various filters such as tags, date range, and contact source.
Demonstration of searching for contacts by a specific tag due to a large number of loaded contacts.
Explanation of how to view all contacts with a particular tag for campaign addition.
Method to select all contacts up to 50 at once by clicking on the name and email column.
Adjusting the number to 500 for adding a larger batch of contacts to a campaign at once.
Using the 'Actions' button to add the selected contacts to a campaign or a list.
Guidance on selecting the specific campaign to which the contacts will be added.
Setting up campaign information including the timing for the campaign to be launched.
Invitation to email support for additional questions with a provided email address.
Mention of joining a Facebook group for weekly live sessions to answer questions.
Emphasis on the practical steps for efficiently managing contacts in marketing campaigns.
Highlighting the importance of correct campaign setup for effective marketing strategies.
Encouragement for community engagement through support emails and social media groups.
Transcripts
okay guys in this video I'm going to
show you how to add contacts into your
marketing campaigns if you didn't upload
them through the marketing campaign
itself so starting from the dashboard
you're going to come down to your
contacts
once you open your contacts
um you have a few options here so if
you're just sending out an individual
message then you can click each message
that you want to add to the campaign I'm
sorry if you're just adding individual
contacts into the campaign then you can
just click each one individually here
and add them into the campaign
if there's a bulk
list that you want to upload into a
campaign or if you accidentally upload
it into contacts instead of uploading
into a campaign you can come back all
the way to the top
right here where there's a funnel
and you're going to click it
once you click it it gives you the
ability to edit or search by tag it
gives you the ability to search by date
range you uploaded the list if you had a
contact Source you could do it through
that or if you uploaded it into a
pipeline you could do it through that as
well
so once you let's say
um
let me exit out of this and I will
do a tag it might take a while because
there's so many contacts loaded into
this account
but let's see if I click this tag fakely
nope nothing in that one
so let's see here
so once I click this it'll tell me all
the contacts that were uploaded with
that tag on them so once I have all of
those
um
that list pulled up here which it may
take a minute because there are a lot of
them I'll be able to add them all to a
campaign so now that it's pulled up
since I I know exactly these are the
leads that I want uploaded into the
campaign I don't have to individually
click them
I can actually click this box up here on
name and email and it will highlight all
of them up to 50. so then you're going
to want to scroll all the way to the
bottom
and change this number to 500 so that
you have 500 contacts that you can add
at a time
then you'll come all the way back up to
the top
where you will click this which is
actions
and you will add them to a campaign here
this is also where you can add them to a
list if you'd like or a pipeline but
then you can add them to a campaign
and then select which campaign you'd
like them to be added to and set up
um
the campaign information as to when you
want the campaign to go out so if you
have any additional questions on this
make sure to email us at support
reicash.com and join our Facebook group
which is REI cash members where we go
live weekly to answer questions
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