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Lead Upload

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Julianne Skinner
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Overview

Uploading leads is an integral part of the Call Center experience. 

Leads are the people you dial, and without uploading Leads, you cannot use the system. That being said, Convoso makes it easy to upload new Leads.

Contents

Before You Begin

Important Notes for Uploaded Files

  • Phone numbers must be 10 digits without the Country Code (IE. 8885554444).
  • Avoid special characters except for dashes(-) in the phone number section.
  • No special characters can be included in Header Section.
  • The supported file types are comma-separated(.csv) and tab-delimited(.txt).
  • The system automatically removes Ampersands (&) and asterisks (*).
  • When data is uploaded in a text field, the following special characters are accepted: !@#$%^().
  • If your file includes Lead Statuses, then they need to be in abbreviated form. 

It is recommended to upload up to 30,000 Leads per List. Larger Lists should be split up so as not to exceed this size.

Uploading a Lead List

1.) Click the Call Center main menu.

2.) Click the Leads menu option.

 

The Leads page will open.

3.) Click the Upload Leads button.

The Lead Upload page will open.

4.) Upload your List:

  • (A) Choose File: Click this button to open your File browser.
  • (B) File Type: Choose the file type in the drop-down.

5.) Click the Upload button.

6.) Click the Next button.

The Lead Upload Configuration page will open.

7.) Make selections from the List Name fields in the Lead Upload Configuration section:

  • (A) Select an existing List or select Create a New List (the default selection) from the drop-down.
    • If creating new List: Enter the name for the List in the Create New List field next to the drop-down.
    • If an existing List is selected the Create New List field and Campaign selection drop-down are removed.
  • (B) Campaign: Select the Campaign to use this List.
  • (C) Country: Select the Country code for your numbers.

8.) Configure the Duplicate Numbers settings.

  • (A) Filter Duplicates Against: 
    Determines how the system filters for duplicate numbers in the List.
    • Do Not Filter: 
      The system will not filter for duplicate numbers.
    • Entire Account: 
      The system will filter against all Leads in the Account.
    • This Campaign Only: 
      The system will only filter against Lists assigned to the same Campaign. 
    • Lists Only: 
      The system will filter only filter against selected Lists 
    • Campaign Purpose: 
      The system will only filter against Lists assigned to all Campaigns with the same purpose as the inserted lead’s campaign. 
  • (B) When duplicates are found: 
    Determines what the system will do with duplicate numbers in the List.
    • Do Not Upload Lead: 
      Duplicate numbers will be removed from the List.
    • Upload and Mark as Dup: 
      Duplicate numbers will be uploaded with a Status of Duplicate Lead Upload.
    • Relocate Duplicates to Inactive List: 
      New Numbers will be uploaded but but system will check for duplicates according to preferences below and any duplicate lead records found for that phone number will be moved to a list named "SYS_DUPLICATE_LEADS".
      • When Relocate Duplicates to Inactive List is selected two extra fields open:
        • Duplicate Resolution:
          Retain New Lead: New lead uploaded is retained while moving any duplicate lead records for that same phone number found to ‘SYS_DUPLICATE_LEADS’ list.
        • Retain New Lead and Inbound: 
          New lead uploaded is retained as well as any corresponding lead record found with ‘Inbound’ as lead source with that lead’s phone number. Any other duplicate lead records found will be moved to ‘SYS_DUPLICATE_LEADS’ list.

9.) Configure DNC Numbers settings.

  • (A) Filter DNC Against: 
    Determines how the system filters for DNC numbers in the List.
    • Do Not Filter: The system will not filter for DNC numbers.
    • Entire Account: The system will filter against all the DNC numbers in the Account.
    • This Campaign Only: The system will only filter against DNC numbers assigned to the same Campaign.
  • (B) When DNCs are found: 
    Determines what the system will do with DNC numbers in the List.
    • Do Note Upload Lead: The system will remove DNC numbers from the List.
    • Upload and Mark as DNC: The system will upload the DNC numbers and set their Status to DNC.
  • (C) Separate Rejected Numbers: 
    Check this box to have the system separate Leads that were detected as DNC from those marked as Duplicates.

10.) Set the Wireless Numbers Filter.

  • Do Not Filter: The system will not filter out mobile numbers.
  • Filter Wireless: The system will remove mobile numbers from the List.
    • Note: Due to practices such as porting numbers, this filter cannot guarantee 100% success. 

11.) Select whether the system will process the Leads now or wait until a specific time in the Set to Process After Hour drop-down.

  • No: The system will begin processing the new Leads immediately.
  • Time: The system will begin processing the new Leads at the selected time.
    • Note: When uploading very large Lists, we recommend uploading after peak hours.

12.) Click the Next button.

The Map Fields page will open.

 

Uploading Leads with Status and Call Count

If the List you are uploading has Statuses and Call Counts, then follow these additional steps. Otherwise, skip to step 15 below.

Note: Make sure that the List you upload has a Column for Status and Called Count.

13.) Click on the radio button for Import.

14.) Configure the three Import Mapping fields.

  • Status: Select the column with the Status Abbreviations from the List you are uploading.
    • It is important that the values in the column are the ABBREVIATION OF THE STATUSES.
  • Backup Status: If any of the Status Abbreviations do not have a match in the system, this will be the Status of the uploaded Leads.
  • Called Count: Select the column for Leads Call Count from the List you are uploading.

15.) Map your Lead Fields. 

On the left are the fields from your forms. On the right are the columns from the file you are uploading. 

  • Fields: 
    For each Form Field on the left, select the corresponding column in your file from the drop-down menus on the right.
    • The only required field is the Primary Phone number.
    • If there is no corresponding column, leave the drop-down blank.
    • The system will add zeros to Zip Codes with 3-4 digits to make them 5-digit codes. Zip Codes with more than five digits are accepted, and those with two digits are deleted.
  • Map fields that are not currently on this form: 
    Check this box to map Lead Fields that are not in the Form Fields above:
    • These fields will open below when the checkbox is checked. 
      • Account Number
      • Company name
      • Consumer Number
  • Save Values as Default: 
    Check this box to save all of your current selections to use again.
    • Remove Default Values button: This option will unselect values that are selected in certain fields. and return all drop-downs the to -Select- option.

16.) Click the Finish button.

The Upload Summary will open when the system finishes processing your upload. Depending on the size of your List, this can take ten minutes or more.

 

 

 

 

 

 

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