Question 1

How to Connect Your Email to LeadLoft

Accepted Answer

How to Connect Your Email to LeadLoft

Q: Why Can’t I Enroll a Lead in a Playbook?

<h1 id="whycantienrollaleadinaplaybook">Why Can’t I Enroll a Lead in a Playbook?</h1> <p>${frame}<a href="https://www.loom.com/embed/c367bafdf21d4f429038e963e8a9ae19?hide_owner=true">Video Tutorial</a></p> <p>There are a couple different reasons that you are unable to enroll a lead into a Playbook:</p> <ol> <li>The primary contact within the lead is already in a Playbook; contacts can only be enrolled in one playbook at a time so any contact already in a playbook will be skipped.</li> <li>You are not the lead owner; If you are not an Owner, Admin, or Power User, only the lead owner can enroll contacts in Playbooks.</li> <li>The email status of contacts being enrolled may be Unverified or Invalid. This can cause contacts to skip all of the email steps resulting in the playbook finishing immediately. </li> </ol> <h6 id="whatcanyoudotosolvethis">What can you do to solve this?</h6> <ol> <li>If the lead is already in another Playbook, remove them and you will now be able to enroll them in a Playbook.</li> <li>If you’re not the lead owner, open the lead and look for ‘Lead Owner’ under Lead Info -&gt; Change the lead owner to yourself -&gt; Click Save -&gt; and try again.</li> <li>If you'd like to contact unverified emails, turn on the first Playbook safety setting "Send Emails to Unverified Emails (Avoid for Cold Outreach)". Invalid emails will always skip straight through a Playbook, but the email status can be updated in the lead profile page.</li> </ol> <p>If you tried all of these and you’re still having trouble enrolling a contact into a Playbook, please reach out via the support chat bubble on the bottom right.</p>

Q: How to Import Leads

<h1 id="howtoimportleads">How to Import Leads</h1> <p>Import leads <a href="https://app.leadloft.com/settings?part=importData">here.</a> ${frame}<a href="https://www.loom.com/embed/df4bf36aabdc49eba34f3f4953cf905d?hide_owner=true">Video Tutorial</a></p> <p>If you already have data that you’d like to migrate over to LeadLoft, follow these steps:</p> <p>| <em>Settings -> <a href="https://app.leadloft.com/settings?part=importData">Import Data</a> -> Upload a CSV file -> Select the file you want to import -> Map Fields -> Match your fields to the corresponding LeadLoft fields -> Start import</em> Note: To import leads, you must have at least one of the following: email address, phone number, or full name.</p> <p>After you import your file, you’ll see it appear under ‘Past Imports’ along with 4 statistics: Created, Updated, Skipped, and Failed.</p> <p>Here’s an explanation of each stat:</p> <ul> <li><strong>Created</strong>: The number of rows from the file that resulted in a new contact being created. Note: If you're importing Lead information, it will be imported as well.</li> <li><strong>Updated</strong>: The number of rows from the file that resulted in a contact being updated.</li> <li><strong>Skipped</strong>: The number of rows from the file that were skipped because the contact already existed. This occurs because you selected "Skip" in the deduplication settings during import. </li> <li><strong>Failed</strong>: The number of rows from the file failed to be imported. This can occur due to an incorrect format, bad data, etc. Note: If you are on a Starter Plan, you are limited to 2,500 contacts. If you exceed this, all imported contacts beyond 2,500 w</li> </ul>

You can connect your email here.

${frame}Video Tutorial

From that page just follow the below steps: | Click "Add Email" > Connect Email > Type in your email address > Sign In If your email is displayed in the Email Setting tab, that means your email is connected and is syncing with LeadLoft!

Note: All email communication with contacts in the LeadLoft dashboard is automatically synced. If you don’t wish to sync your email, we recommend that you do not connect your email at all.

If you’re looking for a guide on how to add your email signature to LeadLoft, that can be found here.

Question 2

How to Add Team Members

Accepted Answer

How to Add Team Members to Your Workspace in LeadLoft

${frame}Video Tutorial

To add another team member to LeadLoft, follow these steps:

You can invite your team from the 'Team' tab within settings found here.

Settings -> Team -> Invite Member (Top Right) -> Type in their email address -> Invite

If the user already exists, LeadLoft immediately adds them to your Workspace and will send an email notifying them.

If they don’t already use LeadLoft, an email will be sent inviting them to sign up for LeadLoft. As soon as they’ve signed up, they'll be automatically added to your Workspace.

If you followed all of these steps and you’re still having trouble adding a team member to your Workspace, please reach out via the support chat bubble on the bottom right.

Question 3

Why Can’t I Enroll a Lead in a Playbook?

Accepted Answer

Why Can’t I Enroll a Lead in a Playbook?

${frame}Video Tutorial

There are a couple different reasons that you are unable to enroll a lead into a Playbook:

The primary contact within the lead is already in a Playbook; contacts can only be enrolled in one playbook at a time so any contact already in a playbook will be skipped.
You are not the lead owner; If you are not an Owner, Admin, or Power User, only the lead owner can enroll contacts in Playbooks.
The email status of contacts being enrolled may be Unverified or Invalid. This can cause contacts to skip all of the email steps resulting in the playbook finishing immediately.

What can you do to solve this?

If the lead is already in another Playbook, remove them and you will now be able to enroll them in a Playbook.
If you’re not the lead owner, open the lead and look for ‘Lead Owner’ under Lead Info -> Change the lead owner to yourself -> Click Save -> and try again.
If you'd like to contact unverified emails, turn on the first Playbook safety setting "Send Emails to Unverified Emails (Avoid for Cold Outreach)". Invalid emails will always skip straight through a Playbook, but the email status can be updated in the lead profile page.

If you tried all of these and you’re still having trouble enrolling a contact into a Playbook, please reach out via the support chat bubble on the bottom right.

Question 4

How to Install LeadLoft's LinkedIn Prospector (Chrome Extension)

Accepted Answer

How to Download LeadLoft's LinkedIn Prospector

| Download the LinkedIn Prospector here. ${frame}Video Tutorial

LinkedIn and LinkedIn Sales Navigator is an incredible resource for finding relevant leads and starting conversations. LeadLoft’s LinkedIn Prospector ups the ante by adding a big ‘SAVE’ button next to users’ names. When you save a LinkedIn user, they are automatically added to your LeadLoft account and LeadLoft will try to find their email address for you.

How to Use the LinkedIn Prospector

| Navigate to LinkedIn People Search or LinkedIn Sales Navigator & Click "Save" Make sure you have the right contact tag selected near the top of the screen so your leads are easily organizable.

Now that you have the Prospector all set up, we recommend taking a look at our LinkedIn Prospector Best Practices Guide for various use cases.

If you followed all of the steps above and you still aren’t able to use the LinkedIn Prospector, please reach out to us via the support chat on the bottom right of your LeadLoft dashboard.

Question 5

How to Import Leads

Accepted Answer

How to Import Leads

Import leads here. ${frame}Video Tutorial

If you already have data that you’d like to migrate over to LeadLoft, follow these steps:

| Settings -> Import Data -> Upload a CSV file -> Select the file you want to import -> Map Fields -> Match your fields to the corresponding LeadLoft fields -> Start import Note: To import leads, you must have at least one of the following: email address, phone number, or full name.

After you import your file, you’ll see it appear under ‘Past Imports’ along with 4 statistics: Created, Updated, Skipped, and Failed.

Here’s an explanation of each stat:

Created: The number of rows from the file that resulted in a new contact being created. Note: If you're importing Lead information, it will be imported as well.
Updated: The number of rows from the file that resulted in a contact being updated.
Skipped: The number of rows from the file that were skipped because the contact already existed. This occurs because you selected "Skip" in the deduplication settings during import.
Failed: The number of rows from the file failed to be imported. This can occur due to an incorrect format, bad data, etc. Note: If you are on a Starter Plan, you are limited to 2,500 contacts. If you exceed this, all imported contacts beyond 2,500 w

Question 6

How to Create an Email Template

Accepted Answer

How to Create an Email Template

Edit or create your email template here. ${frame}Video Tutorial

If you find yourself writing the same email over and over again, email templates can be a great way to save time.

To create an email template, follow these simple steps:

| Settings -> Email Templates -> Create New And that’s it! Just be sure to save your template and give it a name that makes it easily distinguishable from your other templates.

Where Can Email Templates Be Used?

Templates can be used when creating a Playbook or emailing an individual. Whenever you're drafting an email or creating an email in a Playbook, the "Email Template" button will be visible.

If you followed all of these steps and you’re still unable to create an email template in LeadLoft, please reach out via the support chat on the bottom right.

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