Upload Contacts into CallAction from CSV file
Do you have old leads that you need to follow-up with? Want to use CallAction dialer for outbound calls to FSBO's or Expireds. Learn how you can upload contacts into your CallAction account to streamline your lead follow-up and nurture processes with text drip campaigns.
Importing leads can be down in minutes and only requires the following.
Correctly formatted CSV file
Required fields: Phone Number
Recommended maximum contacts per upload is 500
Suggest multiple smaller segmented and tagged list by type for better tracking.
Options When Importing Leads into CallAction
You will have several options when importing leads into your CallAction account.
You can choose to do a real-time data-append of all the contacts you upload to find social profiles, emails, addresses and other information. There is an extra cost for each per contact data-append attempt regardless if we find data.
Data Append and Export to CRM
You can also do the data-append and export the contacts to your API connected CRM.
Export to CRM
This option exports contacts directly into your API integrated CRM.
Start Calling Contacts
You may start phone dialing the newly uploaded contacts by selecting this option. This skips the data-append and CRM export and takes you straight to dialing.
Once a contact responds the lead is then created in your integrated CRM.
Step by Step Guide to Uploading Contacts
Preparing the CSV file to upload. Here is a list of available fields to upload and an example CSV format. Must be in this order and phone number is only required filed.
Please note, if you are missing data, leave the field blank.
Phone (area code and phone number) - Required
State (Two Letter Abbreviations Only)
Tags (you can import individual tags for each client, must include ";" semi-colon as divider of tags)
Save as a .csv file.
Login to CallAction
Click on Profile
Click on Upload Contacts (limited access while on free trial)
Select the Campaign Phone number to associate contacts
Best Practice: Should add a dedicated campaign number for each contact / lead source, i.e. FSBO, expireds, etc.
Enter a Dialer Call List name
Create tags to apply in bulk to each contact during CSV import
Select correctly formatted CSV file of leads / contacts
Check to Agree to Acknowledgement
Click Upload & Save Contacts
You will see a progress bar as we process your data upload.
Upload Contact History
Here you can see all of the contacts you have uploaded. You can add more contacts to existing contact list or correct the failed uploads to process again.
Go to Upload Contacts
Scroll down to Upload Contact History
Click on Upload More to edit
Click on the download link
Open the CSV file
1st column indicates reason for the upload error
Make the required corrections
Delete the 1st column
Upload csv file again to append to list
Once, contacts uploaded into CallAction, you can then start a power dialing session from that call list. You can also manually text leads or used the canned text response. Once you have engagement with the lead and have a conversation, you can then apply drip campaigns.