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>

You can connect your email here.

${frame}Video Tutorial

Follow these Step to Connect your Email:

| 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!

||| 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.

Question 2

How to Import Leads

Accepted Answer

How to Import Leads

Import leads here.

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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*

|| To import leads, you must have at least one of the following: email address, phone number, or full name.

Import Statistics

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 statistic:

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 or leads 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, or data that exceeds a fields character limit.

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 Install LeadLoft's LinkedIn Prospector

| Install 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 Create an Email Template

Accepted Answer

How to Create an Email Template

Edit or create your email template here.

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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.

Question 6

What are Credits? (And how do they work?)

Accepted Answer

What are Credits? (And how do they work?)

| 1 Search Credit = 1 Person's Contact Info

LeadLoft’s subscription tiers offer varying amounts of credits. You can view the different tiers on our pricing page here.

How Do Credits Work?

LeadLoft’s credits are called Search Credits, and they are used to search for email addresses or other contact information on LeadLoft. 1 Search Credit is taken when the contact information for 1 contact has been found. Credits can be purchased as add-ons at any time.

What if no contact info is found?

If LeadLoft is unable to find someone’s contact information, no Search Credits will be used.

When are credits deposited in your account?

Monthly Plan: Credits are deposited monthly after each successful payment.

|| Unused credits will roll over for 12 months for monthly subscribers.

Annual Plan: Credits are delivered upfront and deposited annually. Similar to the Starter Plan, Search Credits are deposited after each successful payment.

|| Annual subscribers get all 12 months of credits delivered up front!

When are credits used?

LinkedIn Prospector
Single Search Tool
Investor Database
List Enrichment Tool

When are credits NOT used?

Importing Data
Exporting Data
Manual Lead Creation
Editing Leads
Using Playbooks/Sending Emails

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