Example use case: 

Some clients capture leads offline through community events. They wish to upload those leads into Zaius and target them.

Custom Field: Lead Source

First we are going to create a custom field on Customers called Lead Source which will hold the event name for the lead.

Create the custom field:

  1. Navigate to Custom Fields for Customers (Cog => Data Management => Custom Fields => Customers)
  2. Click Create New Custom Field.
  3. Select the Customer Container, name the field Lead Source, and use the Text type.
  4. Click Save.

Prepare and Upload CSV

Assuming you are capturing email address, first name, and last name. Prepare a CSV file with the following fields: email, first_name, last_name, lead_source.

Prepare CSV and upload:

  1. Import your data into Google Sheets with headers email, first_name, last_name, lead_source.
  2. Export as CSV. File => Download as => Comma-separated values (.csv, current sheet).
  3. Rename the file to be prefixed with zaius_customers for example: zaius_customers-leads-2017-03-28.csv.
  4. Navigate to the Upload UI in Zaius. Cog => Data Management => Integrations => Upload CSV.
  5. Upload CSV to Zaius.

Segment Customers by Lead Source

Create a segment targeting Farmers Market leads:

  1. Navigate to Segment Manager. Customers => Segment Manager.
  2. Click + Segment.
  3. Name the segment: Leads: Farmers Market.
  4. Under Demographics, select Lead Source = Farmers Market.
  5. Save the segment.
Did this answer your question?