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How to Import Leads into Holding Bin
How to Import Leads into Holding Bin

Import leads into holding bin to track direct mail response. Use a promo code assigned to each lead and track all response

Gabriel Buck avatar
Written by Gabriel Buck
Updated over a week ago

The Holding Bin allows Marketing Managers to import leads that are part of a Direct Mail campaign. Each of these records is assigned a RefCode (also called a Reservation Number). Leads that are imported to the Holding Bin can only be found by inputting the RefCode in the Search Bar or via the Holding Bin node using RingResponse.

Note: Use the Import Utility just as you would for your list loads, follow all the same steps outlined in the Import Leads to ClickPoint via Excel file article.

Import to Holding Bin

  • The Import To column has a drop-down ( 1 ), select Holding Bin instead of Records. 

  • Your file must have a unique numeric value to map to the RefCode column on the Mapping Page. 

    • Consider mapping your Reservation Number in your file to both the mandatory RefCode column for the ClickPoint system as well as a ReservationNumber lead field which could be made visible on your Lead Manager Screen.

  • Continue to follow normal mapping and then select Import. We will validate the file and alert you if there are any issues.

  • The files will now be in a Holding Bin

Import To: Holding Bin from drop-down

Mapping to the Ref Code field in the ClickPoint system

Searching the Holding Bin from the Lead Manager Screen

  • To search for a Reference Code via the Lead Manager Screen, navigate to All Leads > Show All Leads. Type the number sign # and the number given as RefCode and either hit the Enter key or Click the Magnify Glass to search. Once the Lead is located in ClickPoint via the performed Search, the lead will populate.

Note: If you import multiple records with the same Ref Code, the most recent record imported is always referenced first. Once a lead has been located using the Reference Code, the lead cannot be searched again by the same Reference Code.

Search Example from My Leads

Searching the Holding Bin Using RingResponse

  • If you are using the customer's phone number as part of the RefCode lookup via the Holding Bin node, your file import must reference the lead's phone number via the following format: +18663729431

  • If you are doing a lookup via the Holding Bin node, you must also specify the RingResponse inbound phone number so we can find the appropriate file. That must also follow a similar format of +18663729431

Holding Bin Node Using RingResponse

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