• the Marketing addon enabled (please feel free to contact [email protected] if you would like more information on enabling this addon)

• the correct administrator permission (“import-applicants”)

• gathered the applicant’s necessary information in an Excel sheet. The information should be organized in individual columns containing the following:

  • Applicant name

  • Applicant last name

  • Applicant Email address

  • (optional) Applicant citizenship (must be in the format of upper case 2-letter country codes – see more about ISO 3166-1 Alpha-2 codes)

  • (optional) Telephone number

  • (optional) Notes

Import leads:

• Log in as an administrator with the permission “import-applicants” (included with the Roles “Admissions administrator”, and “Marketing administrator” in addition to “Superuser”).

• From the Main menu, go to either:

  • Marketing > Import leads

  • Import > Import leads

• Click on the “Upload file” button.

• Choose the Excel sheet containing Leads to upload it in the system.

• Select the correct column headers for each of the columns.

• (optional) Assign the “Ignore column” as the column header for irrelevant columns as needed.

• (optional) You can skip certain rows by un-ticking the box beside it.

• Click on the “Save and continue” button.

• Choose at least one Behaviour as desired:

  • Decide whether to have the system create a new account if one with the same email address does not already exist. This will send a welcome email.

  • Decide whether to have the system add a tracker code if an account with the provided email address already exists in the system.

  • Choose a tracker which will be assigned to the imported Leads.

• (optional) Edit the welcome letter as desired.

• Click on the “Finalize import” button.