Importing leads. Import a list or to members of a program. | Community
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A
Anonymous
April 9, 2015
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Importing leads. Import a list or to members of a program.

  • April 9, 2015
  • 1 reply
  • 1334 views
What is the difference between importing a list of leads into a static list which is a local asset of a program or importing the leads directly in as members of a program.

Why would you choose one way, or the other?
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    Best answer by
    Hey Luke,

    When you import a list, you have the option to associate the leads to a particular program. When you do this, the attribution will be given to that program which is a key distinction in reporting. If the record already existed, the record will be given the first status in that program type's progression statuses. If you wish to add records to a list and not have any program status updated, then you would select none for the acquisition program. I have seen this done when people want to import a list, but not add a record to the program unless they were actually delivered an email, for example.

    Hope that helps!

    1 reply

    A
    Anonymous
    Accepted solution
    April 9, 2015
    Hey Luke,

    When you import a list, you have the option to associate the leads to a particular program. When you do this, the attribution will be given to that program which is a key distinction in reporting. If the record already existed, the record will be given the first status in that program type's progression statuses. If you wish to add records to a list and not have any program status updated, then you would select none for the acquisition program. I have seen this done when people want to import a list, but not add a record to the program unless they were actually delivered an email, for example.

    Hope that helps!
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