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Working with Prospects
Focus on high-value prospects, while unqualified ones remain hidden until they reach the required engagement score. You can add prospects to Marketing Cloud Next manually or import them in bulk.
Add a Prospect
You can add new prospects if you have potential buyers who are yet to be qualified as leads.
- From the Prospects tab, click New.
- Enter the prospect's information. Provide at least last name, email, or phone number.
- Click Save.
Import Prospects
If you want to add multiple prospects, you can import them using a CSV file.
- From the Prospects tab, click Import.
- Click Import from File and click Next.
- Click Upload File, select the CSV file, and click Next.
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Map each column from your file to the Salesforce field, and click Start
Import.
Make sure that the Consent Status column includes opt-in values if you plan to send marketing emails.
- Click Done.
Create a Unified Individual Segment for Prospects
Prospects are treated as unified individuals, so you can create a unified individual segment, define rules for your prospects, and add them to campaigns.
For more information, see Manually Create a Segment and Segment Your Data with Attributes.
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