Import Leads¶
- Navigate to Import > Leads.
- Open the help panel in the top right corner.
- Download the detailed spreadsheet outlining the data format, descriptions and suggestions here.
- Prepare your data according to the provided format.
- Drag your prepared file onto the page to begin the import. Evergiving will handle the rest.
After importing, you will find the Lead Import under Donors > Lead Management
and Donors > Leads.
How to Target Leads with Segments¶
You can use segments to target specific
cohorts of donors for specific teams. Here's where Evergiving's
conditional filter trees allow you to create precise groupings based on
anything in your segment data. You can keep it really simple, perhaps
you just want to return everyone that upgraded with a specific amount
before:
Or you can get really sophisticated and do something like this:
As you can see above, you can target specific cohorts of donors by using
filters. Filters are be applied to a list of leads that you have
imported into Evergiving. Let\'s say you want to create a call list
based on a specific call status (for example pending) so you don\'t see
any leads with a call status complete or remove. Create a label - this
time we\'ll call it "Pending Leads", leave the top filter as "All of
these conditions must be satisfied." choose 'Add logic or condition\',
scroll down until you find 'leads import\', find your leads file and
click add.
Under Add Logic/ Condition, choose the value status. Choose the
'Pending'campaign. Save this call list. This Call list is made up of
leads sourced from your leads file, containing leads with the status
pending.
You could further refine this call list... For example, maybe you want
to create a call list of leads with the status pending who have been
called 5 or less times. You would create the list as above and then add
another condition 'call attempts\' and set the value as \<=5. With this
condition, your list will contain leads with status pending, who have
been called less than 5 times. If they are called more than 5 times
during your working day, they will be automatically removed from your
call list.