Importing leads

Let’s say you use an opt-in form on your website or a pop-up for collecting leads, which you want to convert to customers later on. You can import their details in Metrilo as well. Use the following template for filling the leads’ information in, send it over to the live chat and we will handle the import for you.

Once you do this, you’ll be able to see their info in the People tab and target them with email campaigns, immediately!

Updating the list of unsubscribers 

Updating the subscription status of the users is probably the most sensitive part of the whole migration process, because you don’t want to spam the users who unsubscribed from your emails before. 

There are two possible ways to do it in Metrilo:

1. In the CSV import template that you’d send us for importing leads (mentioned above), there is a column for updating the subscription status. If you send us the sheet including the status of each customer, we will update it Metrilo.

2. You can manually unsubscribe users from the interface of the tool. Just visit the profile of the user that you want to unsubscribe in the People tab, click on Details and turn the Subscribed button off.  

What’s next?

Verify that the import went well! Check how to do it here.

Did this answer your question?