The list import function allows you to inject custom information into DataFox to get the right data in front of reps. Or, it creates more strategic options when identifying top performing accounts.
For example, you can send over:
- MAU (monthly active users) from MixRank or Apptopia
- Send over Similar Web (web traffic)
- Send Custom CRM information (eg Hubspot account owner)
Exciting! But, how can you employ this strategy and tool yourself?
To do so, you will need to create the custom fields yourself, along with filtering said custom fields. But no worries, we’ll show you how below:
Creating Custom Fields
1. Creating a Custom Field is simple. To do so, first, login to your DataFox instance. Afterward, navigate to Settings.
2. Select “Fields,” and you’re presented with a new window. Here, you can see any custom field you have created. But for this example, we’ll create a new one by selecting “Add Custom Field.”
3. Now, a new window appears. Here, you can create your custom field with details preferred. But, for our example, we’ll make a custom field with “Hubspot Account Owner.” You can set a description and modify its type, but for now, we’ll leave it as Text. Now, select “Create Field.”
4. Excellent! The created custom field now shows up as shown:
Now that you have created the Custom Field, you need to upload the relevant customer information. This will differ based on your organization, but we’ll use one of our CSV files as an example.
Uploading Custom CSV
1. In your C column, make sure the name and Custom Field name match, like so:
2. With your list prepared, you want to upload this to DataFox. To do so, navigate to the Upload List tab in your software instance.
3. As you can see, there’s an option to upload your own CSV list! Select that and click “Next.”
4. On the next window, you can select and upload your list. Again, we’re using our example file.
5. You will see the list name appear before you upload. Click Next.
6. The next step is crucial, as you need to map this custom list to your custom field. Select the appropriate field under “Mapped to Custom Field.” Afterward, you can select Upload List.
7. Afterward, you should see a message regarding the successful upload.
Now, your list will upload and you have successfully mapped custom information to your Custom Field!
8. To utilize it, all you need to do is navigate to the Companies tab and select “Fields.”
As you can see, your custom field now shows up! You can drag as desired to improve the interface organization while simultaneously taking advantage of its feature.
If you have additional questions, please reach out to us at firstname.lastname@example.org.