Feature Details

Marketing programs are built on the backbone of meaningful lists - ABM lists, event invite lists, event lead lists, prospect lists, customer lists, and the list (pun intended) goes on. Relationships lets you import lists directly into the application to instantly understand your relationships with every contact or account on any given list.

Using this functionality you can do things like:

  • Upload a list of ABM targets and know how relationships are progressing.
  • Upload a list of event leads and see when and if your sales team has followed up.
  • Upload a list of your top prospects and understand who in your company is best connected.

 

Implementation/Setup

Step 1

Navigate to the Lists section in Email Experiences.

Screen_Shot_2020-09-15_at_6.03.13_PM.png

 

Step 2

Select the Import List button in the top right corner.

Screen_Shot_2020-09-15_at_6.04.16_PM.png

 

Step 3

Select which import option you would like to use. If you've integrated with Salesforce, HubSpot, Marketo, or Eloqua and your list lives there, you can find it and sync it to Email Experiences directly. If not, upload a CSV file.

Screen_Shot_2020-09-15_at_6.06.07_PM.png

 

Step 4

Select the list(s) you would like to import.

Screen_Shot_2020-09-15_at_6.06.56_PM.png

 

Step 5

Once you've imported your list, open up the details page by clicking into the list.

Screen_Shot_2020-09-15_at_6.08.49_PM.png

 

Step 6

Relationships will enhance the list by pulling in network score, top path, and last activity for each contact/account.

Screen_Shot_2020-09-15_at_6.13.44_PM.png

 

Step 7

Export your enhanced list if you want to work in a spreadsheet or upload your new Sigstr Relationships fields to Salesforce, HubSpot, Marketo, or Eloqua.

Screen_Shot_2020-09-15_at_6.14.31_PM.png

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