Adding Leads 🎥

Video Demo

This video demo will go through the process of adding leads in bulk via csv and filtering for leads within your list.

Adding Leads to QuickMail

What are leads?

Leads are the people you will send emails or LinkedIn messages to. An email address is required to add a lead in QuickMail.

Creating Leads manually

To create or add leads individually, head to List → + Leads →  Add Lead Manually

Enter the lead's information including the email address

If you would like to add custom properties like location, custom notes, etc., click on "Custom Properties" section

If you would also like to add Tags, click on the "Tags" section

Finally, once all of the lead's information is entered, click on "Add"

Import Leads from CSV

Leads can be imported from a CSV (comma-separated value) file to your Leads list. 

The leads in the sheet can be imported directly into a campaign

To start importing from a CSV, head to the List → +Leads → Import from CSV

Drag and drop the CSV file to the box or click "Load File"

Use the dropdown menu to map the correct headers in the CSV to the properties in QuickMail.

→ After that, click "Next"

You'll be directed to the "Custom Properties" section. If needed, create custom properties and map the headers in the CSV column for the custom properties → After that, click "Next"

You'll be directed to the "Tags" section. If needed, create tags and map the headers in the CSV column for the tags → After that, click "Next"

You'll be directed to the "Options" section. Select a campaign if you would like to directly add the leads to the campaign → Finally, click "Import"

Once the import is completed, an import report will be sent to the email address you're using to log in.

Import from Drive (Google Drive)

Leads can be imported from a Google Sheet that is added to Google Drive.  The leads in the Google Sheet can be imported directly into a campaign.

Adding a Google Drive

To import from a Google Sheet, the Google Drive must be added to QuickMail first. To do that, go to Settings → Google Drive → +Drive

Log in with the Google account associated with the Google Drive account. Once the Google account is added, it'll show on the list of available drives in your account

Selecting Google Sheet for import

To start importing, go to List → click + Leads → Import from Google Drive

Select the Google Sheet you would like to use for import

Use the dropdown menu to map the correct headers in the CSV to the properties in QuickMail.

→ After that, click "Next"

You'll be directed to the "Custom Properties" section. If needed, create custom properties and map the headers in the CSV column for the custom properties → After that, click "Next"

You'll be directed to the "Tags" section. If needed, create tags and map the headers in the CSV column for the tags → After that, click "Next"

You'll be directed to the "Options" section. Select a campaign if you would like to directly add the leads to the campaign → Finally, click "Import"

Once the import is completed, an import report will be sent to the email address you're using to log in.

Auto-importing

Auto-import allows users to automatically add leads to their list when a Google Sheet is updated.  That means any new Lead (with a unique email) added to the Google Sheet will be added to the list or the campaign automatically.

To set up a Google Sheet for auto-import, start with the regular Google Sheet import. Please follow these steps.

Once you're in the "Options" section, check the box "Auto-import automatically if spreadsheet changes" → Click "Import"

QuickMail will scan the Google sheets for any change every hour - and if new Leads are detected, those leads will automatically get imported. 

FAQs: 

Q: How do I know if the import process has been completed?

A: You will receive an email about the details of the import similar to other import methods - Import Report Email

Q: What will happen if leadsthat are already on the list are imported?

A: Leads that are already on the list will be skipped/rejected. 

That's because each lead should have a unique email address to be imported or added. 

If you want to update the details of the existing leads, you can tick the box "Update Lead if it exists" before hitting the import button. This can be useful when moving existing Leads to a different bucket or when adding new details to Leads (such as custom attribute values).