If any of your leads still need to give you their email address when they become prospects, managing such leads with no emails needs special attention.
Following are the step-by-step instructions to manage prospects or residents who do not have email addresses.
a. Log in to your Hyly account> Select Org> click Contacts.
b. Click on the dropdown menu at the top left corner and select Contact Import/Export.
c. Go to Step 1: Upload CSV and click the Select File button to import your contacts.
d. Once you map the fields and load the file, for prospects with no email address, the system can create a fake email by taking another piece of their information from the spreadsheet.
e. Go to Manage Contacts with no Emails to add instructions for fake email IDs.
f. Select the Fake ID prefix from the dropdown menu. This will ask you to select a column(e.g., First Name/Last Name, etc.) from your uploaded CSV file to use the values as prefixes for the fake email ID.
g. Add a Fake Domain, for example, @noemail.upload, @noemail.com, @noemail.yardi, etc.
h. If you don't want to create fake IDs, select the check box beside Do not generate fake email.
i. Finally, add your email and click on Load File.
j. You can check your hyCRM for newly uploaded contacts and the fake email IDs created for them.
The leads with fake emails will be marked as Unsubscribed, so update their email to the contact card once it is available and change the Unsubscribed status to Subscribed.
Next: