Question 1

How to Connect Your Email to LeadLoft

Accepted Answer

How to Connect Your Email to LeadLoft

Navigate to Settings
Click the "Connected Accounts" tab
Click "Connect Email"
Follow the instructions

| You can access the Connected Accounts tab here.

|| If you are receiving an error, please make sure your password is correct. This is the #1 most common reason for a failed email connection.

How do I know if my email is connected?

If your email is displayed in the Connected Accounts tab, this means your email is connected and is now syncing with LeadLoft! From there, all email communication with contacts in your LeadLoft dashboard will be synced. This may take a few minutes or a few hours depending on how many emails and contacts are being synced.

What if I don't want my emails to appear in the LeadLoft dashboard?

If you don’t wish for your email communication with contacts to appear in your dashboard, we recommend that you do not connect your email at all.

Question 2

How to Import Leads?

Accepted Answer

| You can import data from the import data tab within Settings found here.

Steps to Import

Go to Settings > Import Data
Upload a CSV File
Select or Drag a File
Map Fields
Click "Start Import"

|| To import leads, you must have at least one of the following: email address, phone number, or full name. If one is missing, LeadLoft will skip that contact.

For The Best Results

✅ Add a Header Row ✅ Name Columns Correctly ✅ Remove Duplicate Columns ✅ Don't Import Generic Domains as "Websites" (i.e. gmail.com, yahoo.com, outlook.com, ymail.com, hotmail.com, aol.com, etc.) ✅ Make sure fields are mapped correctly

Video Tutorial

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What do the import statistics mean?

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

What are Search Credits? And how do they work?

Accepted Answer

| 1 Search Credit = 1 Person's Contact Info

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

How do search 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

Question 4

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

Accepted Answer

| Install the LinkedIn Prospector here.

LinkedIn and LinkedIn Sales Navigator are incredible resources 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 select the right segment at the bottom of the screen so your leads stay organized.

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

Question 5

Why can’t I enroll a lead in a Playbook?

Accepted Answer

Common Reasons Why you Can't Enroll a Contact or Lead in a Playbook

One Playbook per Contact at a Time: 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 your role in the Workspace is "User", you must be the lead owner to enroll a contact or lead in a Playbook. An Owner, Admin, or Power User, can enroll anyone in a Playbook.
Unverified Emails: 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 contact is already in another Playbook, eject 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.

Question 6

How to Create an Email Template

Accepted Answer

How to Connect Your Email to LeadLoft

Navigate to Settings
Click the "Email Templates" tab
Click "Create New"
Craft an Email Template and click "Save"

| You can access the Email Templates tab within settings here.

Where Can Email Templates Be Used?

Email Steps in Playbooks
Drafting or Replying to Emails

How to use Email Templates

While composing an email, click the "Insert Template" button.

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