TouchPoint – How to add sample lists and get started

TouchPoint – How to add sample lists and get started

This post shows you two options

  1. How to use the TouchPoint sample list
  2. How to import your own contact list (from excel / google sheets / csv)

 

How to use the TouchPoint sample list

  1. Open the TouchPoint Dashboard browser tab
  2. Click the “Scheduler” tab in the page
  3. Click the “Priority Campaign” on the left
  4. Click the “Add List” drop down button in the center of the page
  5. Click “My First List” in the drop down menu. The Import Grid window will appear, with the sample list loaded
  6. In the Import Grid window, enter a name for the List and click the “Add” button
  7. Your List will be added to the Campaign. Switch ON the list – use the first button on the List
  8. Click the “Start Now” to start the campaign right now. If you don’t click Start Now, the campaign will auto-start after a while

(video only, no audio)

 

How to import your own contact list (from excel / google sheets / csv)

  1. Open the TouchPoint Dashboard browser tab
  2. Click the “Scheduler” tab in the page
  3. Click the “Priority Campaign” on the left
  4. Click “Add List” drop down button in the center of the page
  5. Click “Manual Entry” in the drop down menu. An empty Import Grid window will appear, ready for your input.
  6. Copy from your spreadsheet and paste your contact list.
    • While pasting your list, make sure the columns match (or try the Smart Paste button)
    • Your list should have any of the following combinations of fields, at minimum:
      • name, company
      • LinkedIn id
      • email address
      • Job title is another optional field that we recommend, especially if you want to find title changes of people
      • Of course, the more fields you have, the better
  7. In the Import Grid window, enter a name for the List and click the “Add” button
  8. Your List will be added to the Campaign. Switch ON the list – use the first button on the List
  9. Click the “Start Now” to start the campaign right now. If you don’t click Start Now, the campaign will auto-start after a while

(video only, no audio)

 

What Next?

TouchPoint will report Job Changes in the Job Change tab in the Dashboard. You will get a notification inside the Dashboard. You can also set up an email address so that all job change notifications are sent to your inbox.

If you want to track people visiting back your profile, you should head to the Performance Tab. There you can track visit-backs to the campaign they came from. You can find patterns in companies that are interested in you. You can break down visit-backs by date, export the visit backs and even find their business email addresses.

 

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