Adding Leads to a Custom Activity

Custom Activities can be configured for non-digital tactics executed outside your portal. For example, a partner or provider may host a webinar, golf outing, or other in-person events that generate leads. In this article, learn how to upload leads in bulk or individually to a custom activity.

Uploading leads allows you to do the following:

• Demonstrate Proof of Performance to the supplier.
• Create and score leads generated from non-digital tactics.
• Associate non-digital lead activities (score, timeline, etc.) with contact records in the portal.
• Set a lead status for those leads generated from non-digital tactics.
• Register leads generated from non-digital tactics.
• Create and Update opportunities for those leads generated from non-digital tactics.
• If lead settings allow, share lead and opportunity data with the supplier.

You can directly upload leads to a custom activity. This is helpful if you have been to an event and have several names of people or businesses to add as leads.

To upload leads to a custom activity, follow these steps:

1. Navigate to Campaigns > My Campaigns.
2. Click the name of the campaign to which you want to add a lead. This opens the campaign details view for this campaign.
3. Click the name of an activity.
4. Upload leads in one of these ways:
   • If you are adding a large number of leads from a CSV file, click Upload Leads.
     1. Browse to select the file to import that has the leads.
     2. Click Upload.
   • If you are adding an individual lead, click Add Lead.
     1. Complete the lead information in the pop-up window.
     2. Click Save.