Advanced Contact Importing in PropFuel: Tags and Enrollment Dates
Setting custom Campaign Enrollment Dates when uploading contacts
When uploading a list of contacts to a campaign, you have the ability to set a custom Campaign Enrollment Date so that the contact will begin to receive the campaign in an updated sequence. A great use case for this is if you’ve created a New Member Onboarding sequence campaign, but you have people who joined 6-months ago and you want them to begin the campaign at the 6-month check-in rather than 1-month check-in.
In your CSV file, you will need a column with the date the person joined (or whatever date you need) and you will map that column to the Campaign Enrollment Date under the Metadata section on the dropdown.
Tips
If you need to map a Join Date to a Join Date and Campaign Enrollment Date field in PropFuel, you will need to duplicate the column in the CSV file. PropFuel can only map a column to one field in an upload.
Cells in the CSV file that have dates will need to be formatted as “Short Date” in Excel and saved as a CSV.
Adding Tags when uploading contacts
To upload contacts with a tag, you will need a column in your CSV file with the name of the tag in the rows of that column. Then you would map this column to the Tag field under the Metadata section on the dropdown. Tags are added to the contact and you can later search by the tag to create lists for future campaigns.
Related