{"id":5739,"date":"2019-01-08T04:27:56","date_gmt":"2019-01-08T12:27:56","guid":{"rendered":"https:\/\/www.egrabber.com\/blog\/?page_id=5739"},"modified":"2019-01-09T20:13:39","modified_gmt":"2019-01-10T04:13:39","slug":"touchpoint-how-to-add-sample-lists-and-get-started","status":"publish","type":"page","link":"https:\/\/www.egrabber.com\/blog\/touchpoint-how-to-add-sample-lists-and-get-started\/","title":{"rendered":"TouchPoint &#8211; How to add sample lists and get started"},"content":{"rendered":"<p>This post shows you two options<\/p>\n<ol>\n<li>How to use the TouchPoint sample list<\/li>\n<li>How to import your own contact list (from excel \/ google sheets \/ csv)<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<h1>How to use the TouchPoint sample list<\/h1>\n<ol>\n<li>Open the TouchPoint Dashboard browser tab<\/li>\n<li>Click the &#8220;Scheduler&#8221; tab in the page<\/li>\n<li>Click the &#8220;Priority Campaign&#8221; on the left<\/li>\n<li>Click the &#8220;Add List&#8221; drop down button in the center of the page<\/li>\n<li>Click &#8220;My First List&#8221; in the drop down menu. The Import Grid window will appear, with the sample list loaded<\/li>\n<li>In the Import Grid window, enter a name for the List and click the &#8220;Add&#8221; button<\/li>\n<li>Your List will be added to the Campaign. Switch ON the list &#8211; use the first button on the List<\/li>\n<li>Click the &#8220;Start Now&#8221; to start the campaign right now. If you don&#8217;t click Start Now, the campaign will auto-start after a while<\/li>\n<\/ol>\n<div style=\"width: 1200px;\" class=\"wp-video\"><video class=\"wp-video-shortcode\" id=\"video-5739-1\" width=\"1200\" height=\"675\" poster=\"https:\/\/www.egrabber.com\/blog\/wp-content\/uploads\/2019\/01\/Screenshot_99.png\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/webm\" src=\"https:\/\/www.egrabber.com\/blog\/wp-content\/uploads\/2019\/01\/2019-01-08-18.03-Meet-Now.webm?_=1\" \/><a href=\"https:\/\/www.egrabber.com\/blog\/wp-content\/uploads\/2019\/01\/2019-01-08-18.03-Meet-Now.webm\">https:\/\/www.egrabber.com\/blog\/wp-content\/uploads\/2019\/01\/2019-01-08-18.03-Meet-Now.webm<\/a><\/video><\/div>\n<p><em>(video only, no audio)<\/em><\/p>\n<p>&nbsp;<\/p>\n<h1>How to import your own contact list (from excel \/ google sheets \/ csv)<\/h1>\n<ol>\n<li>Open the TouchPoint Dashboard browser tab<\/li>\n<li>Click the &#8220;Scheduler&#8221; tab in the page<\/li>\n<li>Click the &#8220;Priority Campaign&#8221; on the left<\/li>\n<li>Click &#8220;Add List&#8221; drop down button in the center of the page<\/li>\n<li>Click &#8220;Manual Entry&#8221; in the drop down menu. An empty Import Grid window will appear, ready for your input.<\/li>\n<li>Copy from your spreadsheet and paste your contact list.\n<ul>\n<li>While pasting your list, make sure the columns match (or try the Smart Paste button)<\/li>\n<li>Your list should have any of the following combinations of fields, at minimum:\n<ul>\n<li>name, company<\/li>\n<li>LinkedIn id<\/li>\n<li>email address<\/li>\n<li>Job title is another optional field that we recommend, especially if you want to find title changes of people<\/li>\n<li>Of course, the more fields you have, the better<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li>In the Import Grid window, enter a name for the List and click the &#8220;Add&#8221; button<\/li>\n<li>Your List will be added to the Campaign. Switch ON the list &#8211; use the first button on the List<\/li>\n<li>Click the &#8220;Start Now&#8221; to start the campaign right now. If you don&#8217;t click Start Now, the campaign will auto-start after a while<\/li>\n<\/ol>\n<div style=\"width: 1200px;\" class=\"wp-video\"><video class=\"wp-video-shortcode\" id=\"video-5739-2\" width=\"1200\" height=\"675\" poster=\"https:\/\/www.egrabber.com\/blog\/wp-content\/uploads\/2019\/01\/Screenshot_100.png\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/webm\" src=\"https:\/\/www.egrabber.com\/blog\/wp-content\/uploads\/2019\/01\/2019-01-08-18.15-Meet-Now.webm?_=2\" \/><a href=\"https:\/\/www.egrabber.com\/blog\/wp-content\/uploads\/2019\/01\/2019-01-08-18.15-Meet-Now.webm\">https:\/\/www.egrabber.com\/blog\/wp-content\/uploads\/2019\/01\/2019-01-08-18.15-Meet-Now.webm<\/a><\/video><\/div>\n<p><em>(video only, no audio)<\/em><\/p>\n<p>&nbsp;<\/p>\n<h1>What Next?<\/h1>\n<p>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.<\/p>\n<p>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.<\/p>\n<p>&nbsp;<\/p>\n<p>Other Links<\/p>\n<ul>\n<li><a href=\"https:\/\/www.egrabber.com\/blog\/welcome-to-touchpoint-backup-v-nov-2018\/\">Home &#8211; Welcome to TouchPoint<\/a><\/li>\n<\/ul>\n<p><script type=\"text\/javascript\">\ndocument.getElementById(\"masthead\").style.display = \"none\";\ndocument.getElementById(\"breadcrumb-wrapper\").style.display = \"none\";\n<\/script><\/p>\n<style type=\"text\/css\">.asmh-header > div{display:none !important;}  .entry-title {  text-transform: none !important; } .entry-content li    { margin-bottom: 1.5em;   line-height: 1.0em !important;   color: #626262 !important;} ul, ol {    margin-top: 25px !important;}<\/style>\n","protected":false},"excerpt":{"rendered":"<p>This post shows you two options How to use the TouchPoint sample list How to import your own contact list (from excel \/ google sheets \/ csv) &nbsp; How to use the TouchPoint sample list Open the TouchPoint Dashboard browser tab Click the &#8220;Scheduler&#8221; tab in the page Click the &#8220;Priority Campaign&#8221; on the left&hellip;&nbsp;<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_eb_attr":"","neve_meta_sidebar":"","neve_meta_container":"","neve_meta_enable_content_width":"","neve_meta_content_width":0,"neve_meta_title_alignment":"","neve_meta_author_avatar":"","neve_post_elements_order":"","neve_meta_disable_header":"","neve_meta_disable_footer":"","neve_meta_disable_title":"","footnotes":""},"class_list":["post-5739","page","type-page","status-publish","hentry"],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/www.egrabber.com\/blog\/wp-json\/wp\/v2\/pages\/5739","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.egrabber.com\/blog\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.egrabber.com\/blog\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.egrabber.com\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.egrabber.com\/blog\/wp-json\/wp\/v2\/comments?post=5739"}],"version-history":[{"count":16,"href":"https:\/\/www.egrabber.com\/blog\/wp-json\/wp\/v2\/pages\/5739\/revisions"}],"predecessor-version":[{"id":5797,"href":"https:\/\/www.egrabber.com\/blog\/wp-json\/wp\/v2\/pages\/5739\/revisions\/5797"}],"wp:attachment":[{"href":"https:\/\/www.egrabber.com\/blog\/wp-json\/wp\/v2\/media?parent=5739"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}