Nurturelabs CXP Support

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With Nurturelabs CXP, you can connect multiple Gmail, IMAP, or Exchange email accounts to the Deals CRM. Doing so will automatically sync emails to and from the primary contact on an Open deal in your Nurturelabs CXP account. These emails will be attached to the contact’s Deal Record and their profile page under their Activity Stream. This feature will not sync emails to and from the secondary contact on a deal. 

We recommend connecting your email accounts to the Deals CRM to keep your communication with contacts consolidated and organized.

Take note

If you wish to test this connection when setup is complete, you need to use a test contact with an email address different from the email address you used to connect to the Deals CRM. If these two email addresses match, emails will not sync.

Connect your Gmail account

  1. Click “Settings” to navigate to the Settings page.
  2. Click “Deals” in the Settings menu.
  3. Click the “Add Account” button.
  4. A modal window will appear. Type your email address into the field provided and click the “Sign In” button.
  5. Click the Google account you would like to connect to ActiveCampaign.
  6. Type your password and click “Next.”
  7. Review the permissions and click “Allow.”

The Settings > Deals page will reload. Your email address is now connected to your Nurturelabs CXP account.

Connect your IMAP account

  1. Click “Settings” located on the left menu.
  2. Click “Deals” located on the left side of your screen.
  3. Click the “Add Account” button.
  4. A modal window will appear. Type your email address and click the “Sign In” button.
  5. Type your password and click “Sign In.”

The Settings > Deals page will reload. Your email address is now connected to your Nurturelabs CXP account.

Once connected, we attempt to sync any previous emails you have for the primary contact on an open deal. This happens during the initial connection of your email account. If you create a new deal for a new contact, this feature will sync emails moving forward. These emails will appear in the contact’s Deals stream. 

Connect your Exchange account

If you have two-factor authentication enabled on your account, you’ll need to generate an app password. Use Microsoft’s instructions to learn how.

  1. Click “Settings” located on the left-side menu.
  2. Click “Deals” located on the left side of your screen.
  3. Click the “Add Account” button.
  4. A modal window will appear. Type your email address and click the “Sign In.”
  5. Click “Exchange.”
  6. Type the password and click “Sign In.”

The Settings > Deals page will reload. Your email address is now connected to your Nurturelabs CXP account.

If you see an error message while trying to connect, try one of the following:

  • Specify your username
    If your email address is different from the username you use to log into Windows, try entering your Windows username. To do so, click the “Advanced Settings” link in the modal popup and type your Windows username in the “Exchange username” field.
  • Specify an Exchange Server
    The login can auto-detect most Exchange server names, but you sometimes need to enter the server details manually. If you have access to Outlook Web App for your email, the server name you see while logged in is the correct Exchange server name. If you are not sure what information you should enter to connect your Exchange account to Nurturelabs CXP, please reach out to your Exchange server administrator.
  • Connection issues
    If the details you’ve entered are correct but the login fails, it may be a connection issue. Make sure that you have not entered a server name that requires VPN access. 

Preferred Email Account

Available on Professional and Enterprise plans. 

The Preferred Email Account is the default “From” email address that appears on all outgoing one-to-one emails sent from an automation. 

To set a preferred email address:

  1. Click “Settings” located on the left menu.
  2. Click “Deals” located on the left side of your screen.
  3. Connect your email account using one of the options outlined above. 
  4. Click the “Preferred Email Account” dropdown.
    Preferred_email_account_dropdown.jpg
  5. Click the email address you want to use as the default “From” email address. 

We will automatically save your selection. 

To use the preferred account in an outgoing one-to-one email, select %deal_owner_email% as the “From” email address. This is located in the “Send a one-to-one email” action modal. 

Privacy

On the Deals Settings page is a privacy option that you can set for each connected email account. Here you can choose the following:

  • Anyone can see emails from this address > Allow or Do Not Allow
    Select if you want other account users to see emails associated with your open deal or not. 
  • Only I can see emails from this address
    Other users can see if an email for your deal was sent or received. They cannot see the subject line or content of the email. 

With Nurturelabs CXP, you can use custom fields to capture important information related to a deal.

Using deal custom fields helps you and your team better understand deals in your pipeline. In addition, you can include deal-specific information in your outgoing emails.

Take note

You must be an admin or have permission to create and access deal custom fields.

How to create a field group

Field groups are created on the Manage Fields page in your account. Each custom field you create needs to belong to a field group.

Your account comes with one default field group: General Details. All standard deal fields are housed here.

If you have custom fields that don’t belong under “General Details,” you can create your own custom field groups. Doing so lets you group similar custom fields together, making it easy to find relevant information.

With field groups you can:

  • Select which group a custom field should belong to when creating a field from the Manage
  • Fields page or a deal record
  • Drag and drop a custom field from one group to another
  • Use the Bulk Actions dropdown on the Manage Fields page to delete selected fields, create a new field group from selected fields, or move the selected fields to a different field group

Note that standard deal fields cannot be moved to a custom field group. These will remain under “General Details.”

Create a field group
Update field group name
Delete field group

How to create a custom deal field

You can create an unlimited number of custom fields and organize them by field group. These fields can be created from the “Manage Fields” page and any deal record.

Once a custom deal field is created, it will be located:

  • On the Manage fields > Deals page
  • On all deals on all pipelines

In addition, you can use custom deal fields in the following areas:

  • In the floating segment builder
  • On the “Add a Personalization” modal for campaigns and automation emails
  • Conditional content
  • Automation “Field changes” trigger
  • Automation CRM actions
View a list of custom deal field types
Create a custom deal field from the Manage Fields page
Create a custom deal field directly from a deal page

Update a custom deal field value

Custom deal field values are updated manually from the deal record or with the “Update custom field” automation action.

Manually update a custom deal field from the deal record
Update a custom deal field value with an automation

Edit or delete a custom deal field

You can edit and delete a custom deal field at any time. These actions are completed on the Manage Fields page.

Edit a custom field

Editing options available for custom fields include:

  • Field name
  • Personalization tag (used in outgoing emails to show field information specific to the contact)
  • Group
  • Answer options (list box, dropdown, checkbox, radio button field types)
  • Default value (will appear in outgoing emails if a contact does not have a value for the field)
How to edit a custom field

Delete a custom field

Deleting a field will also permanently delete any data contained in this field for your deals. The action cannot be undone.

How to delete a custom field

Deal field personalization tags

Personalization tags are used to insert contact-, account-, or deal-specific information into communications.

These tags are automatically generated for all standard deal fields and all custom deal fields you create.

All deal field personalization tags will be prefixed with “Deal_” to differentiate them from contact and account field personalization tags.

deal_field_personalization_tags.png

To locate these tags:

  1. Click “Lists” on the left menu.
  2. Click the “Manage Fields” option.
  3. Click the “Deals” tab

Using custom deal fields

Custom deal fields can be used for more than just storing information about your deals. For example, you can:

  • Use custom deal fields in the segment builder
    All custom deal fields you create will be available in the segment builder. You can use this condition to create list segments for email campaigns, “If/Else” forks in automations, set up “Split test” automations, update a deal or contact score, create Goal actions in automations, and more.
  • Update custom deal field values in an automation
    You can use the “Update custom field” action in an automation to update the value of a custom deal field. With this action, you can select which custom deal field to update and either enter a new value, copy the data from an existing contact field, or clear the existing value of the custom deal field.
  • Filter pipelines by custom deal fields
    You can filter deals in your pipeline by both custom deal fields and deal details. Doing so will help you quickly find specific deals.
  • Trigger an automation to run when a deal field changes
    You can use the “Field Changes” trigger to start an automation whenever a custom deal field changes.
  • Personalize communications
    Increase engagement with your campaigns and automation emails with personalization tags. When a personalization tag is used in a campaign or automation email, the value of that tag will automatically be inserted once the communication is sent to a contact. When the contact opens the communication, they will see the value for that tag and not the tag itself.
  • Use deal fields with conditional content
    Select which content block contacts should see in an automation email or email campaign with conditional content.
 

With the Deal notifications page, you can select which notifications to wish to receive and how often you would like to receive them.

1. Click “Settings” (gear icon) to navigate to the Settings page.

2. Click the “Notifications” option.

3. The Notification Settings page will load. Click the checkbox for each notification you would to receive.

4. Click the “Frequency” dropdown to choose how often you would like to receive these notifications.

5. Click the Save Settings” button.

The notifications will be sent to the email address associated with the account user.

You can use permissions to restrict access to any pipeline in your Nurturelabs CXP account.

1. Click “Deals” to navigate to the Deals page. 

2. Click the pipeline dropdown then click the pipeline you wish to restrict access to. 

deals-pipelines

3. Click the gear icon next to the pipeline’s name and click “Options.”

pipeline-options

4. The “Pipeline Options” modal will open. Click the “Group Access” dropdown.

5. Click the groups who you want to grant access to. You can select more than one group by holding the Shift key on your keyboard as you select your preferred groups.

6. When finished, click “Save.”

pipeline options modal

Tasks are to-do items that you can create for your deals.

In this article, we’ll show you how to create a deal task.

Creating a deal task

1. From the Deals page, locate the deal you wish to create a task for.

2. Click the deal to open it. 

Click the deal

3. The Deal Details page will open. Click “Add a Task” in the Tasks widget.

Click Add a Task

3. A “Create Task” modal will appear. Type the name of the task into the field provided. Then use the dropdown fields to:

  • Select the task type
  • Assign the task to another user on your account
  • Set a due date
  • Set a due time
Provide information about the task

Deal tasks can only be assigned to an account user who has permission to view the pipeline.

If you choose not to assign the task to another user, we will automatically assign the task to you.

4. Next, set a reminder for the task (optional). Task reminders are sent to the task assignee via email. To set the reminder, click “Show more options” then click the “Send a Reminder” option.

Create a task reminder

Then click the dropdown field below “Send a Reminder” and choose when the reminder should be sent.

Set a task reminder time

You can create multiple reminders for a single task by clicking “Add Reminder” in the Create Task modal. For example, you can have a reminder set up to send 3 days, 1 day, and 1 hour before the the task due date and time.

5. Now you can choose to trigger an automation when the task is saved or when it’s marked as complete. This step is optional.

To trigger an automation for your task, click the “Trigger an automation” option.

Trigger an automation for the task

A dropdown will appear. Click the dropdown and click the automation you wish to add a contact to. The contact being added to the automation will be the contact you are creating a deal task for.  

Then click if you want the contact added to your automation when the task is added or when it’s marked as complete.

Choose an automation trigger option

6. As a last step, you can type a short description for the task. This step is optional. Providing a description may be helpful to include so you or your teammates have more context regarding the task. To provide a short description, type it into the “Task Description” box provided.

7. When finished, click the “Add Task” button.

Provide a task description

The task will be saved and will be listed on the details page for your deal.

The task is listed on the deal details page

As a best practice, we recommend updating the status of closed deals to Won or Lost. Only by changing the status of that deal does our software recognize that a deal is closed.

Correctly marking a deal as Won or Lost has a major impact on data available in the segment builder and in your Deals reports. These two parts of the platform are only as good and useful as the data made available to them.

In addition, updating the status of a deal is different from updating the stage that a deal is currently in—when you update the stage to a deal, you are only moving that deal to a different step in your sales process and the deals status will remain Open.

How to mark a Deal as Won or Lost from a Contact profile page

1. Go to the Contacts overview page by clicking the “Contacts” option located in the left side navigation menu.

2. Locate the contact with the deal you wish to update the status for, and click their name.

3. Click the “Deals” tab.

4. Click the Deal Name you wish to mark as Won or Lost.

5. Click the “Won” tab to mark the deal as Won or click the “Lost” tab to mark the deal as Lost.

How to mark a Deal as Won or Lost from a pipeline

To mark a deal as Won or Lost from a specific pipeline, follow these steps:

1. Go the Deals overview page by clicking the “Deals” option located in the left side navigation menu.

2. Select the pipeline containing the deal you wish to mark as either Won or Lost from the pipeline dropdown.

3. Locate the deal you wish to close.

4. To mark the Deal as Won, click the deal and drag it to the top left of the pipeline page.

5. To mark the Deal as Lost, click the deal and drag it to the top right of your pipeline page.

How to mark a Deal as Won or Lost using an automation action

You can update the status of a deal to Won or Lost with an “Update Status” action in an automation.

To learn how, follow these steps:

1. Go to the Automations overview page by clicking the “Automations” option located in the left side navigation menu.

2. Locate the automation that you want to add the “Update status” action to and click “Edit.”

3. Locate the area in the automation where you want to add the “Update status” action and click the node.

4. Click the “CRM” option in the “Add New Action” modal.

5. Click the “Update status” action.

6. Select “Won” from the status dropdown to mark all deals as Won or  select “Lost” from the status dropdown to mark all deals as Lost.

You can only choose one status in this action.

7. Click the “Affects” dropdown to select which deals should be marked as Won or Lost when contacts encounter this action in your automation.

8. Click the “Pipeline” dropdown to select the pipeline that this action will affect.

9. Click “Save.”

Using third party integrations to mark a Deal as Won or Lost

Some third party integrations, such as Zapier, can also update the status of a deal to Won or Lost.

If you wish to use Zapier to update the status of a deal, make sure to use the “Update Deal” option for your Nurturelabs CXP action in Zapier:

Then click the “Status” option on the “Edit Template” page in Zapier to mark deals as Won or Lost:

Marking a Deal as Won or Lost with the API

You can use either of the following two API calls to update the status of a deal to Won or Lost. You would want to do this if you are managing deals from your own custom interface.

This uses our current API v1.

This API call will update a deal in your Nurturelabs CXP account. You would pass 1 to the status field to mark the deal as Won, or pass 2 to the status field to mark the deal as Lost.

This uses our new API v3 that is currently in beta.

This API call will also update a deal in your Nurturelabs CXP account. You would pass 1 to the status field to mark the deal as Won, or pass 2 to the status field to mark the deal as Lost.

Stages represent the steps included in your pipeline or sales process. In the Deals CRM, they are presented in columns; as deals progress through stages, they move from left to right.

When you create a new pipeline, we’ll provide three default stages for you: To Contact, In Contact, and Follow Up. You can add additional stages and edit default stages to better fit your business needs.

There is no limit to the number of stages that you can have in your pipeline.

In this article:

  • How to add a stage to your pipeline
  • How to edit a stage

How to add a stage to your pipeline

1. Click “Deals” to navigate to the Deals page.

2. Click the pipeline dropdown and click the pipeline you wish to add a new stage to.  

3. Click the “Add Stage” button.

4. An “Add a Stage” modal will open.

  • Type the name of the stage into the field provided
  • Click a header color to represent the stage

5. Click the “Add” button when finished.

The new stage will be added to the far right of your pipeline. You can click it and drag it to a different spot in your pipeline.

How to edit a stage

You can edit the following properties for any stage in a pipeline:

  • Stage name
  • Stage header color
  • Card width
  • Card appearance

1. Click “Deals” to navigate to the Deals page.

2. Click the pipeline dropdown and click the pipeline containing the stage you wish to edit.  

3. Click the gear icon located in the stage header.

4. Click the “Edit this stage” option.

sarahnicholaev - Deals

5. The “Stage Options” modal will open.

You will be able to make changes to the following for each stage:

Name

Provide a new stage name by typing it into the field provided.

Header Color

Select a different header color for your stage. Each stage has a color in your pipeline.

Width

You can use this option to adjust how wide the stage should appear in your pipeline.

Deal Sorting

Here you can choose how deals should be sorted. You can choose to sort deals by the following, in either ascending or descending order:

  • Contact Name
  • Organization
  • Deal Title
  • Next Action Needed (selected by default)
  • Win Probability calculation
  • Deal Age
  • Deal Score
  • Contact Score

Card Appearance

Here you can choose how deal cards will display when viewing a pipeline.  We’ll default to display the deal name, contact name and organization, when the next action is due, and deal value. However, you can display up to four of the following items instead, in any order, by hovering your mouse over any of the Card Appearance options and clicking the dropdown box that appears

  • Next Action
  • Win Probability
  • Deal Title
  • Deal Value
  • Contact and Organization
  • Contact
  • Organization

You also have the option to hide any of these items from the deal card appearance.

sarahnicholaev - Deals

4. Click “Save” when finished.

A deal in a pipeline contains information pertaining to a potential sale or opportunity—it is where you develop your sales process and get your leads or accounts to take action. With your deal, you can have a primary contact and secondary contacts.

In this article:

Terminology

Listed below are standard fields used to collect information about deals. You’ll be asked to populate information for these fields whenever you create a new deal. 

Account

Is the name of the business that the contact on the deal is associated with. With Accounts, you can capture and store information about the businesses you work with in one place.

When creating a new deal in your pipeline, you will be asked to provide the account name for contact (if known). As you type, we’ll display a list of options that you can choose from. If no potential matches are found, you can create a new account by clicking the “Create” button. The account will be created once the deal is saved.

Contact Name or Email Address

The Contact Name is the name of the individual that the deal relates to. Deals created from a pipeline are attached to contacts. All contacts must have an email address in order to be added to your Nurturelabs CXP account.

To add a contact name or email address, type either the contact’s name or email address in this field. As you type, we’ll display a list of suggested contacts that you can associate with this deal. If a contact does not yet exist, you can click the “Create” button that appears. A contact record will be created as soon as the deal is saved.

Deal Description

This space allows you to provide a short summary and important information about the deal. This description will be visible in the “About This Deal” section on the deal details page.

Deal Owner

The deal owner is an account user who has permission to view your pipeline. They can be assigned deals and can manage them.

Deal Title

This is the name of your deal; it will appear on the deal card in your pipeline. You’ll want to provide a short, but descriptive title for each of your deals. You can also add personalization to the deal title by inserting a personalization tag. 

Deal Value and Currency

All deals are required to have a value. The default currency selected will be USD. You can change this by clicking into the value fields and providing new information.

Forecasted Close Date

The forecasted close date is the date you estimate the deal will be closed. Adding a date to this field will help you forecast your business effectively on a daily, weekly, or monthly cycle with the Forecasted Close Date report.

Pipeline

A pipeline is a defined set of stages for a sales process. You can change the pipeline that the deal is in by clicking the “Pipeline” dropdown and clicking a different pipeline.

Stage

A stage is a step in your sales process. You can select the stage the deal will be in by clicking the “Stage” dropdown and clicking a different option

How to create a deal from a pipeline

New deals can be manually created in any pipeline. All deals created from a pipeline will have a contact associated with it.

1. Click “Deals” to navigate to the Deals section in your ActiveCampaign account.

2. Click the pipeline dropdown to select the pipeline you wish to add a deal to.

3. Decide which stage you wish to add a deal to and click “Add a Deal.”

You can also click the “Add a deal” button at the top of the page.

4. The “Add a New Deal”  window will open.

4. Click the “Add Deal” button when finished.

The new deal will be added to your pipeline.

Create a deal from a contact’s profile page

Deals can be created for any contact right from their profile page.

1. Click “Contacts” to navigate to the Contacts Overview page.

2. Locate the contact you wish to create a deal for and click their name to open their profile record.

3. Click the “Deals” tab located next to the “Personal Info” tab.

4. Click the “Add a deal” button.

5. A “Add a New Deal” modal will open. Complete the fields listed in the modal to create a deal for your contact. Note that the “Contact Name or Email Address” field wil already be populated. If there is an account associated with the contact, that will be listed as well.

6. When finished, click the “Add Deal” button.

The Deal will be added to the Deal page for the contact:

Create a deal using an automation action

Deals can be created automatically for any contact who encounters the “Add a Deal” action in your automation.

1. Click “Automations” to navigate to the Automations Overview page.  

2. Locate the automation you wish to add a “Add a Deal” action to and click the “Edit” button.

3. The automation builder will open. Click “CRM” on the right menu then click “Add a Deal.” Drag this action to your automation.

4. An “Add a Deal” modal will open. Type the Deal Title and Deal Value. Then select the currency, pipeline, stage, and owner.

5. When finished, click the “Save” button.

The action will be added to your automation immediately.

Any contact that encounters this step in your automation will have a deal created for them that uses the information you provided.

Create a deal for an Account

Deals can be created for any Account. When a deal is created for an account, it does not need to be associated with a contact.

1. Click “Contacts” to navigate to the Contacts Overview page.

2. Click “Accounts” in the left menu.

3. Click the Account you wish to add a deal to.

4. The details page for the Account will open. Click “Add Deal” located in the Deals widget.

5. A “Add deal” modal will open. Complete the fields listed in the modal to create a deal for the Account.

6. When finished, click the “Add Deal” button.

The deal will be added to the selected pipeline and will appear in the Deals widget on the Account Details page. 

Create a deal from a Conversation

If you use Conversations, you can create deals for site visitors right from the unified inbox.

To do so:

1. Click the “Add a Deal” option located in the right side panel of the Conversations Unified Inbox.

slack-imgs.com (1380×782)

2. An “Add a New Deal” modal window will open. Complete the fields located in the modal.

sarahnicholaev - Deals

3. Click the “Add Deal” button when finished.

Every business and sales process is unique. In this article, you’ll learn how to setup a custom sales process that fits the needs of your business.

A sales automation CRM keeps your entire sales process moving smoothly. 

Pipelines

A pipeline is a defined set of stages for tracking a process. You can create an unlimited number of pipelines. You may have one sales process for selling ads, one for selling a subscription service, or one for following up with existing customers to try to upsell them.

Stages

Stages represent the steps included in your pipeline (sales process). In the CRM, they are presented in columns and move from left to right. Any deal you create should start in the left column and can be dragged to other columns as it progresses. There is no limit to the number of stages that you can have in your pipeline.

Deals

A deal in a pipeline contains information pertaining to a potential sale or opportunity—it is where you develop your sales process and get your leads to take action. Each deal can have a primary contact and secondary contacts.

Tasks

A task is a to-do item for your deal. This can include lunch, a call, an email, or a meeting.

 

You can use the import tool to import open deals from a CSV file into your Nurturelabs CXP account. You may want to do this if you were using a different CRM previously, and wish to use Nurturelabs CXP CRM  feature.

Take note

  • Account admins have access to this feature. All other user groups must have permission to use this feature
  • The import tool only works with CSV files
  • The import file size limit is 100 mb
  • Pipelines, stages, and deal custom fields must be configured in Nurturelabs CXP before import
  • Deal owners (Nurturelabs CXP account users) must be created in Nurturelabs CXP before import
  • All deals will be imported into Nurturelabs CXP will have an “Open” status
  • Deals that do not have a defined value will be given a default value of $100 upon import
  • It is not possible to import multiple contacts to a single deal during an import
  • It is not possible to create a contact role for the deal during an import. To create a contact role for a deal, you must use the API 

Deal import CSV file requirements

Your CSV file will need to contain the following items:

  • Pipeline
    Name must exactly match an existing pipeline in your Nurturelabs CXP account. Each pipeline should have a unique name.
  • Stage
    Name must exactly match an existing stage in your Nurturelabs CXP account. Stages across different pipelines can have the same name.
  • Deal title
    Each deal must have a title in your file. If there is no deal title, an error will occur.
  • Deal owner (email address or Nurturelabs CXP username)
    Each deal in your file must have a defined deal owner. A deal owner is a Nurturelabs CXP account user. You can use either the deal owner’s Nurturelabs CXP account username or their email address.
  • Deal ID (optional)
    If you wish to update deals in your account during import, your CSV file must contain a column for Deal IDs. To locate the ID for your deals, export your deals first. The export file will contain the ID for each deal. 
  • Contact (email address or Nurturelabs CXP Contact ID) or Account (Name or Nurturelabs CXP Account ID)
    Each deal in your file must be associated with either a contact or an account.
    • If using Contact:
      Must use either a unique email address or an Nurturelabs CXP Contact ID in your file. The importer will search for exact matches of either email address or Contact ID. If an exact match is found for either, the contact in Nurturelabs CXP will be updated with information in your file. If there is no exact match for an email address, a new contact profile record will be created. If there is no exact match for a Contact ID, there will be an import error.
    • If using Account:
      Must use either an Account name or Nurturelabs CXP Account ID in your file. The importer will search for exact matches of either Account name or Account ID. If an exact match is found for either, the Account in Nurturelabs CXP will be updated with information from your file. If there is no exact match for Account name, a new account will be created in Nurturelabs CXP. If there is no exact match for Account ID, there will be an import error.

        It is not possible to assign an account owner during the deal import process. If your CSV file contains an “Accounts” column, we’ll assign all accounts in your file to the default account owner.

  • Make sure your field values do not contain any line breaks. This can cause the import to fail
  • Date fields must follow this format: YYYY-MM-DD
  • Multiple values for a field must be separated by a comma(s): Option 1, Option 2

How to import deals into your Nurturelabs CXP account

  1. Click “Deals” in the left menu.
  2. Click “Import Deals.”
  3. An “Import Deals” modal will appear. Click the “Select File” button.
  4. Click the CSV file you wish to import. The file will upload to the importer.
  5. Next, you’ll need to map columns from your file to fields in Nurturelabs.
    • We’ll attempt to automap fields based on the headers contained in your file
    • The Field values column on the right will show you a preview of field values
    • To map fields, click each ActiveCampaign field name dropdown to map it to a column in your file. You can only map one column to one field
    • Note that if you do not map “Deal Value,” the deal will have a default value of $100 upon import
  6. Clicking the “Advanced Options” menu lets you:
    • Use default values for required fields left blank
      If you do not provide a value for required fields in your file, or if you do not apply the default value option, the record will be skipped by the importer.
    • Allow blank fields to overwrite existing data
      By default this is turned “Off.” This means that existing data in your Nurturelabs CXP account will not be overwritten by blank values in your CSV file. If you wish to overwrite existing data with blank fields from your file, click the toggle to set it to the “On” position.
    • Select a default pipeline
      All deals that do not have a pipeline listed in your CSV will be added to this default pipeline. To use this option, click the “Pipeline” dropdown and click the pipeline you wish to use as the default.
    • Select a default stage for deals where a stage is not defined in your CSV file
      All deals that do not have a stage in your CSV will be added to this default stage. To use this option, click the “Stage” dropdown and click the stage you wish to use as the default.
  7. When finished, click the “Import” button.

The file will start to import into your Nurturelabs CXP account. You may close or navigate away from the page while the import runs.

View deal import results

The Import Status page will list all deal and account imports you performed in your account. Note that you need permission to import Deals or Accounts to access this page.

To locate the Import Status page:

  1. Click “Settings” in the left menu.
  2. Click “Import Status.”

Each deal and account import will contain the following information:

  • File name
  • Import date
  • Imported by (will list account username of individual who performed the import)
  • Status of import (Complete or Failed)
  • Type of import (Deal or Account)
  • Number of rows that had errors
  • Error file to download (available only if rows had errors)

View deal import errors

If there were any errors with your import, we’ll display the number of rows in your file that had an error. We’ll also supply a CSV file containing errors that you can download. You can use this download to learn more about which rows did not import and why. This information is located on the Import Status page of your Nurturelabs CXP account.

Error messages in the file can include:

  • Account ID not found
    This error will appear if you mapped the Account ID and there wasn’t an exact match in Nurturelabs CXP.
  • Contact ID not found
    This error will appear if you mapped the Contact ID and there wasn’t an exact match in Nurturelabs CXP.
  • Deal ID not found
    This error will appear if you mapped the Deal ID and there wasn’t an exact match in Nurturelabs CXP.
  • Deal Owner email not found
    This error will appear if you mapped Deal Owner email and there wasn’t an exact match in Nurturelabs CXP.
  • Deal Owner username not found
    This error will appear if you mapped Deal Owner username and there wasn’t an exact match in Nurturelabs CXP.
  • Deal title was not provided
    This error will appear if your file did not contain a title for a deal.
  • Field ’email’ not found
    This error will appear if you mapped a contact’s email address and the row did not contact an email.