When starting with InTouch, clubs often have existing leads or members in a separate database. InTouch can import a .csv file of these contact records into your site(s). The benefit of a lead import is easy - less data entry for you! An import also allows for certain dates to be backdated so that the lead falls into the appropriate followup schedule. For example, a 2-week old lead will show as a 2-week old lead instead of a 1 day old lead if you were to enter it manually. The benefit of a member import is having the ability to assign Member Retention followup, to send an email to all members, and for our referral feature of linking an existing member to a new lead.
Data File Requirements
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Send your data as you want it to be imported. InTouch does not automatically scrub data, check for duplicate records in a file, or compare lead records to member records, etc. If you would like help with your files, please speak with your InTouch Rep prior to sending your import file. |
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- Date of Birth (DOB)
- Gender
- Mobile
- Home Phone
- Work Phone
- Email Address
- Street
- City
- State
- Zip Code
- Country
- Company
- Custom (a field of your choosing)
- License/ID
- Lead Visited Date
- Trial Start Date (must also include a Trial End Date)
- Trial End Date (required if including a Trial Start Date)
- Contact Method (A Contact Method can be one of the following: Text Message, Leadbox, Outreach, Telephone Inquiry, Email, Unknown, Walk-In, Web Lead, Member Referral, Import)
- Lead Source
- Lead Source Details
- Notes (up to 512 characters)
- Product Details
- Cancellation Reason (for Former Members)