Using the Xeesm dispatcher and preparing data | SocialCRM

I am continuing to chronicle my various efforts to use Xeesm and its business applications to replace my last ‘tool’ which was ACT!.  I am a Xeesm Business Partner for the Upper Midwest.

My previous post covered data uploads and some of the mistakes that I made, before I finally had my big initial data upload complete.  There are some additional nuances that I learned after that last post.

Clarifications on Tip 1: Export your contacts into a spread sheet prior to uploading into Xeesm.

• Create CSV file
• Decide ahead of time the category for the contact and create a column for that designation
• Consider contact level (prospect, client, partner, affiliate etc) also add a column
• Create your empty flights ahead of time and grab the identifying FLIGHTID and also add that in a column

• Xeesm filters out the duplicates and non-email address/name combination (does it in the background) – After you upload your file, it show in the dispatcher if the email address is missing or not valid.
• No need for clean up the spread sheet prior to the upload

Clarification Tip 2: Uploaded into Dispatcher

Sample worksheet for prepared for data upload

• You can edit in the dispatcher the email address and update it
• Or just leave it in for cleaning up later
• Duplicates will not be processed, user will only get 1 invitation
• You can edit the notification message or not send it at all.

Last but not least

Clarification Tip3: Once in the dispatcher there are some symbols that are not explained well.

• ? – Contact is in Xeesm but not activated his account yet
• Check box – contact is using and active in  XeeSM
• Blank – contact is not in the database yet, a totally new user.

What was your social engagement this week? Could you have been more productive using a tool like Xeesm?

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