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Importing Feedback

You can import Feedback for one or more leads at a time using a CSV file.

Feedback requires the recipient’s Event ID to identify the lead being returned or converted.

Prepare a CSV file with a column holding the Event IDs and optionally a column holding the Reason for each lead’s Feedback. Column headers are optional.

Excel Example (Save as CSV):

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Notepad++ Example (Save with ".csv" filename appendage:

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Click on the “Events” tab. Click on the “Import Feedback” button in the upper right corner of the page:

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Select either Conversions or Returns and click “Next”:

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Browse to or drag and drop your CSV file into the Box:

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Click “Next”:

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The topmost warning appears because the file doesn’t have column headers. If your file doesn’t use a header line, uncheck the “CSV Column Header” box.

Select which columns contain the Event ID and the reason. Mark any other columns “Do Not Import”.

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Click “Next”

You’ll be presented with a summary of the number of Feedback records to be imported. Check the total and if it looks correct, click “Confirm Import”.

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When the progress gauge shows that the import has finished, clicking “View Events” will take you back to the “Events” tab:

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