Import Your Own List of Leads

To import leads, upload your CSV or Excel file in chat and tell Revnu what it is. Revnu reads the file, researches each row and saves it as a lead. There's no Import or Export button on the Leads page.

How do I import a CSV or Excel file?

1. 1

   Export your list

   Save it as CSV or XLSX. Older .xls files don't work, so save them as .xlsx first. You don't need to rename columns: Revnu works out which column is the company, the person and the email.

2. 2

   Attach it in chat

   Attach the file wherever you talk to Revnu. It works the same in the dashboard chat, in Slack (drop it in the channel or DM) and in iMessage (send it like a photo). You can send up to 10 files at once, 10 MB each.

3. 3

   Say what the list is

   In the same message, say what the list is and what to do with it, for example "these are 200 agencies from my old tool, add them to Leads and use my agency sequence".

   If a column holds something extra, such as a discount code for each lead, say what it's for now (extra columns). To see only this list later, ask Revnu to file it under a campaign name, such as "old CRM list".

4. 4

   Check the first leads

   Revnu confirms what it found in the file, then researches each row before saving it: the company's website, the person's role and their email. The first leads appear on Leads within minutes. A long file keeps going in the background, and Revnu tells you when it's done.

   Revnu keeps every person on a list you ask it to add. It scores each one and names any that look like a weak fit, and leaves the choice to you. To have it filter the list, say "qualify these" or "keep only the good fits".

   If you named a campaign, pick it from the Campaign dropdown at the top of Leads.

What happens to extra columns, like a discount code for each lead?

Revnu reads every column, but it only reliably saves what makes the lead: the company, the person and their contact details. An extra column isn't kept or used unless you say what it's for, in the same message as the file:

Add these to Leads. The "code" column is each person's discount code. Save it on each lead as a column called Discount Code, and put each person's own code in their first email.

What you get:

• A column on the Leads table. Revnu can save the value on each lead as a column. If it's hidden, press View Settings above the table, then Columns.

• The code in each email, if Revnu writes it in. Revnu writes every email for one person, so it can put that person's code in. Nothing forces it to, so check before you approve.

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Check the first few leads before anything goes out:

1. Open a lead on Leads, then its Drafts tab, and look for the right code.

2. If a draft has no code or the wrong one, edit it yourself while the lead is Drafted, or ask Revnu to rewrite it.

3. Approve the sequence only when the drafts are right.

Two limits to know:

• Ask Revnu to write the code into each person's email, rather than adding it to the sequence's template as a field. That way every email reads naturally.

• Upload and explain in one message. Revnu reads the file in that conversation. If you come back days later and ask about a column you didn't mention, upload the file again.

How do I add a few contacts I already have?

Paste them into chat, one per line, for example "Acme Ltd, Jane Smith, jane@acme.com". Revnu checks each address the same way and saves the leads.

Can I edit a lead's details myself?

You can't type into a lead's contact or research fields on Leads. To correct one, tell Revnu, for example:

Jane's email at Acme is jane.smith@acme.com, and Acme is in Leeds, not London.

It should update the lead and check the new email. Open the lead afterwards to confirm.

You can edit a lead's draft email before it's approved. Open the lead and edit the subject or message on its Drafts tab.

To stop Revnu contacting a lead, use the status menu on the lead's row. See keep people off your outreach. For what each field on a lead means and how to update a lead's info, see what's on a lead.

Can I export my leads?

You have two ways to get your leads out:

• Ask in chat. For example "list every lead that replied this month, with their company and email". Revnu answers with the list in its reply.

• Use the API. A developer can pull every lead with GET /api/v1/leads. See list leads.

If you need a full export for another reason, email support@revnu.com.

If it doesn't work