There are two objectives to the follow-up in Sugar following a Harneys-sponsored event. Firstly, to add any new contacts who were invited to or attended the event but are not in Sugar and, secondly, to establish a record on that contact record indicating that the individual attended the event.
The easiest way to add new contacts from an event list is through Act-On:
Carefully prepare your spreadsheet in line with Sugar data fields. Pay special attention:
- Be sure that City and Country are both included and that the country name is in all caps and matches the list in Sugar exactly
- Create a column called Lead Source Description and input the name of the event
- Add columns for any relevant interest areas and populate with TRUE
|➢||Upload your spreadsheet as Marketing List for your event. When you are done, it will look like this:|
|➢||Using the tools in Act-On, prepare your data:|
- De-duplicate your list
- Scrub email addresses for bad syntax or lowercase names
|➢||When you are done, your list will look something like this:|
|➢||Next set up your Sugar Sync. Set the system to create new contacts as Leads and to update any of the custom fields you created.|
|➢||Exactly like this:|
|➢||You must then click the 'Select Push-Update Fields' and tick the Lead Source Description, any interest area fields, and the city and country fields (not shown below - but do include them)|
|➢||Click Run Now to push list into Sugar. There is no need to schedule this type of list for regular syncs.|
|➢||Once the sync has been completed move the list to the correct folder and continue to the next step.|
The end result of this process is that any new contacts appear as leads and must be converted. If you have a lot of new contacts then it would probably be more efficient to import these into Sugar directly using the contact import process.
Create a custom event log and assign a lead score for the activity.