Adding Already Uploaded Contacts Into A Marketing Campaign

Summary

This 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

• 📊 Start from the dashboard to access marketing campaign contacts.
• 🔍 Add individual contacts to a campaign by clicking on each one.
• 📝 If you have a bulk list, you can upload it directly into a campaign.
• 🔄 If the list was mistakenly uploaded to contacts, you can still access it from the dashboard.
• 🔑 Use the funnel icon to edit or search contacts by various filters like tag, date range, contact source, or pipeline.
• 🏷️ Demonstrated how to search for contacts by a specific tag.
• 📈 Once contacts are filtered, you can select all visible contacts up to 50 by clicking the box next to 'Name and Email'.
• 🔄 Increase the number of contacts selected at a time to 500 for bulk actions.
• 📑 Use the 'Actions' button to add the selected contacts to a campaign, list, or pipeline.
• ✉️ Set up campaign information, including when the campaign should be sent out.
• 💌 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

00:00

📝 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.

Keywords

💡Marketing Campaigns

Marketing campaigns are organized efforts by a business to promote its products or services. In the video, the theme revolves around integrating contacts into these campaigns to enhance targeted marketing. An example from the script is when the speaker instructs viewers on how to add contacts to a campaign from the dashboard.

💡Contacts

In the context of marketing, 'contacts' refers to individuals or entities a business interacts with, such as potential or existing customers. The video script emphasizes the process of adding these contacts to marketing campaigns, either individually or in bulk, to facilitate communication and sales efforts.

💡Dashboard

A dashboard in a software application provides a central location for monitoring and managing various functions. The script mentions starting from the dashboard to access contacts, indicating its role as a control center for initiating marketing actions.

💡Bulk List

A 'bulk list' is a collection of items, often used in marketing to refer to a large group of contacts. The video explains how to upload such a list into a marketing campaign, which is crucial for reaching out to multiple potential customers at once.

💡Upload

To 'upload' in the context of the video means to transfer data from a local system to a remote server or application. The script discusses uploading contacts into campaigns or accidentally into the general contacts, which is a key step in managing marketing efforts.

💡Funnel

In marketing, a 'funnel' typically refers to the process that guides potential customers through stages of sales and marketing. The script uses the term to describe a feature that allows users to filter and manage contacts for campaigns.

💡Edit

The term 'edit' in the script refers to the ability to modify or adjust existing data or settings. It is mentioned in the context of refining the selection of contacts to be added to a marketing campaign.

💡Tag

A 'tag' is a label used to categorize items, making them easier to find and manage. The video describes using tags to identify specific groups of contacts that have been labeled in a certain way, facilitating the process of adding them to campaigns.

💡Pipeline

In the script, a 'pipeline' refers to a system for managing and tracking potential sales or leads through various stages. It is mentioned as one of the ways contacts can be organized and then added to marketing campaigns.

💡Actions

The 'actions' mentioned in the script relate to the options available for managing contacts once they are selected. It includes adding contacts to a campaign, list, or pipeline, which is a critical step in executing marketing strategies.

💡Campaign Information

This term refers to the details and settings associated with a marketing campaign, such as its target audience, timing, and content. The script explains how to set up this information once contacts are added to a campaign, which is essential for campaign effectiveness.

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