Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 40 Next »

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

IMPORTANT!

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.

FILE FORMAT

  • .csv format preferred, but any any Excel format should be okay
  • Submit dates in YYYY-MM-DD format (3/1/2014 can mean March 1st for some and January 3rd for others - don't leave it to chance (or Excel) to decide which to use!)

REQUIRED FIELDS

The following fields are required for ALL Contacts:

  • First Name
  • Last Name
  • Lead Created Date
  • Lead Owner (must be an active Sales Rep or can be left as Unassigned)
  • If your is integrated with your 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

OPTIONAL FIELDS

  • 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
  • Trial End 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)
  • No labels