IN THIS ARTICLE

How it works
Adding an existing contact to Woodpecker
FAQ

How it works

This system was prepared to help Woodpecker users to manage large prospects' lists. Some of our clients have a lot of prospects and they are not always aware of the fact that someone has already been contacted. If you wish to keep a separate Prospects list for each company you manage, we suggest switching to Agency Panel.


Adding an existing contact to Woodpecker

To add the prospects that you've already imported to Woodpecker, follow these steps:

  1. Open a new or existing campaign,

  2. Add a CSV, XLS or XLSX file,

  3. Select the option "Update the existing contact with changed or new fields",

  4. Click the button UPLOAD AND IMPORT.

5. Click on the green button ADD.

The app will show you the notification about the duplicates, but it won't block the process of importing them. Click the green button ADD.


FAQ

Q: Woodpecker shows that some of my prospects as REPLIED. What now?

If you are uploading prospects at the campaign level and there are some prospects who have already been contacted or who have replied to your previous campaigns, you need to choose the option Include them.

Then, click the button ADD again. If you've chosen the "Include" option in all the steps, the App will let you import the duplicates.

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