Upload Contacts for Bot To Call/Tagging Guide Ta

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Upload Contacts for Bot To Call/Tagging Guide Ta

Table of contents

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Step 1: Accessing the Contacts Tab

Navigate to the CRM: Log in and locate the 'Contacts' tab, where you'll begin the process of importing your list.

Use Quick Tips: Look for yellow beacons throughout the CRM for guidance. These provide helpful tips and are especially useful if you're navigating the import process without video assistance.

Step 2: Preparing Your List

Compliance: Ensure your list is DNC (Do Not Call) and TCPA (Telephone Consumer Protection Act) compliant, meaning contacts have consented to be called and are not on any do-not-call lists.

List Uniformity: The list should contain only one type of lead (e.g., expired leads) to maintain focus and effectiveness.

File Type: Your contact list must be in CSV format for the import process.

Step 3: Uploading and Mapping

File Upload: Click 'Upload File' and select your contact list file. The system is adept at auto-mapping fields but review and adjust as necessary.

Custom Mapping: If a specific data line (e.g., county) is not automatically mapped, you can manually select the appropriate field from a dropdown menu.

Finalize Upload: Confirm that you're okay with any unmapped lines being excluded and proceed to the next step.

Step 4: Naming and Tagging

Naming Your List: Assign a name to your list; it will be transformed into a 'Smart List' within the CRM for easy management.

Advanced Options: Opt to update existing records with new information from your list to keep contact profiles current. Ensure that the system matches people based on the most relevant identifier, like phone number.

Step 5: Adding Tags for Automation

Tagging for Calls: Follow the prompts to add necessary tags that signal the bot to start calling. The exact tags will depend on your CRM version and the type of leads you're uploading.

Version Differences: Be aware of the tagging differences between versions of the CRM software, as this affects how you categorize your list.

Step 6: Processing and Viewing

Submission and Processing: Submit your list for processing. You can monitor its progress, but once completed, you can exit out of the processing screen.

Viewing Contacts and Opportunities: Navigate to your newly created 'Smart List' to view the uploaded contacts, complete with tags. These contacts will also appear in the 'Opportunities' tab as the automation creates opportunities for each lead.

Conclusion

By following these steps, you can efficiently upload a contact list for your bot to begin calling, ensuring that your outreach efforts are both targeted and compliant. This process not only saves time but also enhances the effectiveness of your lead engagement strategy, allowing you to focus on nurturing and converting leads into opportunities.

Tagging Guide (Tags are used to trigger the bot to start calling as seen in the above information) Real Estate:

Table 3

Table 3

Column 1

Column 2

Tag

Automation Name

Start New Buyer or Seller Lead Campaign

New_BuyerSeller_Call

Start Distressed Or Cash Offer Campaign

DistressedOrCashOffer_Seller_Call

Start Expired Campaign

Expired_Seller_Call

Start Probate Campaign

Probate_Seller_Call

Start Seller Reactivation Campaign

Reactivation_Seller_Call

Start Buyer Reactivation Campaign

Reactivation_Buyer_Call

There are no rows in this table

⁠

Mortgage:

Table 4

Table 4

Column 1

Column 2

Tag

Automation Name

start mortgage or refinance campaign

Mortgage_Or_Refinance_Call

start loan officer recruiting campaign

There are no rows in this table

⁠

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