When importing leads there’s no way to choose which list to add them to. The only way I see adding leads to a list is manually one by one. That’s tedious if i’m importing several hundred or thousand leads.
When importing leads there’s no way to choose which list to add them to. The only way I see adding leads to a list is manually one by one. That’s tedious if i’m importing several hundred or thousand leads.
Hi Mobilechipmunk
This is a planned feature we’ll be adding soon. But, for now the easiest thign to do is add a field to Mautic and column to your CSV which will identify the leads being imported. Something “imported” as a field in Mautic, and then in your CSV add “yes” to all the leads in the ‘imported’ column.
Then run the import, use the mapper to match the column from the CSV to the field.
After that, go to your lists, create a smart list and filter by “import = yes”. All the leads will get added to the list in a quick easy go.
I tried this, but it did not work. In fact, it seems I can’t get any leads to show up in a smart list with any filters whatsoever.
Can you make sure you have set up the cron jobs for lists? It is a new feature since this post was started. Read more here: https://www.mautic.org/docs/setup/index.html
I set up a cronjob in Plesk and now it works. Thank you.
FYI, the lead list option while importing leads is waiting in this PR: https://github.com/mautic/mautic/pull/489 and it will be added to the next version.
How do we access this feature?
I don’t see it on /s/contacts/import/new for instance.