Before getting started
- Download your existing leads and save them as a CSV file
- Delete empty columns
- Separate all tags and lists with semicolons.
- Note: If needed, modify your tag and list names to contain letters, numbers, and spaces only. Special characters may cause import errors.
- Note: If needed, modify your tag and list names to contain letters, numbers, and spaces only. Special characters may cause import errors.
- Check you have fewer than 20,000 leads listed in under 60 columns
- Run your list through an email verification service and remove all leads with undeliverable emails and emails used by organizations to monitor and block spam (spam traps).
- Collect information and save screenshots to describe in detail:
- Where do the leads come from?
- What website URL(s) did you use to build your lead list (starting with https://)?
- What working email is connected with the URLs listed above?
- When did you last email these leads?
- Are your leads either compliant or not subject to GDPR, CCPA, or equivalent regulation?
To import leads from another service, follow these steps:
- Visit Communications > Leads and select the blue plus button on the bottom right
- Select Import a batch of leads
- Drag and drop your CSV file into Kartra and select Save and Next
- Match your CSV columns with field types in Kartra or create new matching fields
- Organize all your leads in the Automations step. You can assign the same tags, add them all to the same lists, and subscribe them to the same sequences.
- Fill out the Questionnaire in detail using the information and screenshots you gathered before getting started.
- Your website and email domain in Steps 2 and 3 of the Questionnaire must match
- Only type in the first half of your email address: jane.doe
@example.com
- Verify the GDPR & CCPA regulations
- Submit
Resources
- Verify your leads’ contact information and remove spam traps:
- Learn about Lead list approval