Hey! So, you're ready to get your contacts organized and start reaching out through Ubico? Awesome. Contacts are key in any outreach effort – whether they're potential new leads, folks who didn't sign up last time, or just about anyone you want to connect with.
Here's a simple guide to adding new people to your Ubico workspace and getting those conversations started.
First up, head to the Ubico dashboard and find yourself on the overview page.
On the left side, you'll see a menu. Look for ‘Segments’ and give it a click. This is where you'll see all your audience segments laid out.
Once you’re in, you’ll see all the different segments you have, along with how many people are in each. It’s a good snapshot of your current outreach landscape.
Now, you’ve got a choice. You can either add people to an existing segment or create a brand-new one for them.
Let’s start with how to create a new segment. Look for a button that says ‘Create Segment’ on the top right corner of the page and click it.
You’ll be taken to a page where you can name your segment and choose its type. Since we're working with a list we already have, we'll go with the manual segment option.
Give your segment a name that makes sense to you, and then select ‘Manual Segment’. This will take you to the next step.
Here’s where you decide how to add your contacts. You can either enter them one by one or upload a file if you’ve got a bunch.
For this example, let’s say we’re using a small CSV file. This is a simple and efficient way to upload multiple contacts at once.
Once you’ve uploaded your file, the system will need about a minute to process the data and move you to the next step.
You’ll see all the data from your CSV file ready to be matched up with Ubico’s fields. This usually happens automatically, but it’s a good idea to double-check.
Click on the fields to make sure the right data is going into the right place. It’s all about getting your info lined up correctly.
Once you’re happy that everything is matched up right, hit the ‘Continue’ button.
Give it another minute or two. During this time, Ubico cleans up the data and gets it all set up in your workspace.
And there you have it – your contacts are now in Ubico, and you’re all set to start reaching out and booking those meetings.
Remember, the key to great outreach is not just having lots of contacts but making sure they’re organized in a way that makes sense for your campaigns. With your new segment set up, you’re one step closer to making those connections count.
