Creating a Smartlist from Bulk Import list

After importing contacts in a CSV or Excel file, you can directly  start by creating a Smartlist from the Bulk Import list.

Creating a Smartlist from Bulk Import list

• In Settings > Bulk Import, locate the list that you’ve just imported in Previous Bulk Imports.
• Under Records, click on the blue number (which is the number of leads in this list). This redirects you to the leads view where you can see all those leads.
• On the top navigation bar, you can see the query that was used to execute this process. Something like e.g.: lead.bulkimport_id=12. 12 represents the serial number of the bulk import.
• Copy this query.
• Click on Smartlist > Add Smart List
• Give a name to the Smartlist
• Paste the query in “Search query”.
• Save it for later re-use.

Launching sequences for this particular list

• Next to the top navigation bar, Click on Smartlists
• And select the Smartlist you just created.
• This brings all the leads in the bulk import to the leads view.
• Click on Bulk Email Sequence or Bulk Text Sequences to start targeting them.