Uploading Buyer List into DealBuilder and Syncing Contacts
How to upload an existing buyer list into Deal Builder from your CRM or email distribution list and sync all your buyer contacts in a simple and easy way.
Key Steps
- Go to your brokerage settings page by clicking on your name and selecting "Brokerage Settings."
- Navigate to the "Buyers" tab.
- Click on "Upload Buyer List."
- Prepare a CSV file with columns: First Name, Last Name, and Email.
- Upload the CSV file containing the buyer list.
- Customize the system email message inviting buyers to complete their account setup in Deal Builder.
- Edit the message and use placeholder fields like "Hello first name" for personalization.
- Click on "Upload File" to trigger the automation and send out the system email to all buyers.
Cautionary Notes
- Ensure the CSV file format includes only the required columns: First Name, Last Name, and Email.
- Double-check the uploaded file before triggering the automation to avoid errors in the email invitations.
- Be cautious while customizing the system email message to maintain professionalism and clarity.
Tips for Efficiency
- Keep the CSV file format consistent with the required columns to streamline the uploading process.
- Utilize placeholder fields for personalization to enhance buyer engagement.
- Regularly update and sync your buyer list in Deal Builder to maintain accurate and up-to-date contacts.
- Reach out to support at dealbuilder.co for any questions or assistance during the process.
