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
| Panel | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||||
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. |
...
- First Name
- Last Name
- Lead Created Date
- Lead Owner (must be an active Sales Rep or can be left as Unassigned)
- If your is InTouch will be integrated with your Club Management System (CMS), and this lead is already in your CMS, you will need an additional column for the CMS User ID. Our Support Services team can get you the name of this ID field as it is specific to each CMS.
- If Contact is a Member, add to the above:
- Sold Date
- Member Retention Owner (must be an active staff, can be listed as Unassigned or leave blank to assign it to the Lead Owner)
- If Contact is a Former Member, add to all of the above:
- Cancellation Date
...