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Target Audience: Field Marketing, Event Marketing, and Campaign Users
Prerequisites: Marketing Operations team has completed initial setup and integration configuration

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Overview

The List Upload feature allows you to process dirty CSV contact lists directly through allGood’s AI-driven platform. Upload your file, and Mary (our AI agent) will guide you through cleaning, enriching, and uploading your contacts to the right destination in your marketing automation system.

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Getting Started

1

Access List Upload

  1. Log into allGood
  2. Navigate to the Home Page
  3. Select “List Upload” from the available options
  4. Click “Go” to start the process
2

Upload Your CSV File

  1. A chat window will open with Mary, your AI processing agent
  2. Mary will ask you to provide a file
  3. Upload your CSV file containing your contact list
  4. Mary will begin processing immediately
3

Interactive Processing

Mary will analyze your file and may ask questions about:
  • Field Mapping: Which columns contain first name, last name, email, etc.
  • Data Requirements: What information is required vs optional
  • Destination Setup: Where to upload the processed contacts
  • Campaign Details: Program names, campaign member statuses, etc.
4

Review and Confirm

Mary will provide feedback on:
  • Data quality issues found
  • Enrichment opportunities
  • Processing steps applied
  • Final destination for your contacts

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What Mary Can Do For You

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Data Cleaning & Standardization

  • Job Title Standardization: Fix spelling, capitalization, remove commas, translate to English
  • Phone Number Formatting: Convert to E.164 standard (+[country][area][local])
  • Location Data: Standardize countries, states, and postal codes
  • Industry Alignment: Normalize industry fields to standard categories
  • Syntax Cleanup: Fix categorical data spelling and formatting

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Data Enrichment

  • Missing Information: Fetch missing lead details from third-party providers
  • Job Function Categorization: Classify roles (Product, Engineering, Data Science, etc.)
  • Job Level Assignment: Assign hierarchy levels (CxO, VP, Director, Manager, IC)
  • Job Role Mapping: Map to prioritized roles (SOC, DevOps, Security, etc.)

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Platform Integration

  • Marketo: Create or update programs, manage campaign member statuses
  • HubSpot: Create or update contact lists, manage contact properties
  • CRM Integration: Ensure clean data flows to your CRM system

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Common Scenarios

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Event Attendee Processing

Upload attendee lists from webinars, trade shows, or conferences with automatic:
  • Duplicate detection and removal
  • Job title and company enrichment
  • Proper campaign member status assignment
  • Integration with event programs

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Lead Import from Trade Shows

Process lead capture forms with:
  • Data validation and cleanup
  • Company and contact enrichment
  • Lead scoring preparation
  • Campaign assignment

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Campaign Member Updates

Update existing campaign members with:
  • New contact information
  • Updated job titles or companies
  • Changed engagement statuses
  • Additional demographic data

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Tips for Success

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Preparing Your CSV

  • Include as many fields as possible (first name, last name, email, company, job title)
  • Use clear column headers
  • Include any metadata about the list source or campaign
  • Don’t worry about data quality - Mary will handle the cleanup

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During Processing

  • Be specific about your campaign requirements
  • Provide context about the list source (event, campaign, etc.)
  • Ask questions if you’re unsure about any step
  • Review Mary’s suggestions before final upload

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After Processing

  • Verify contacts appeared in your marketing automation system
  • Check campaign member statuses are correct
  • Confirm data flowed properly to your CRM
  • Save any processing preferences for future uploads

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Expected Outcomes

After successful processing, you should see:
  • ✅ Clean, standardized contact data
  • ✅ Enriched job titles, companies, and contact information
  • ✅ Contacts properly uploaded to your marketing automation system
  • ✅ Correct campaign member statuses assigned
  • ✅ Data ready for CRM integration

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Need Help?

If you encounter issues during processing:
  1. Check the FAQ for common solutions
  2. Ensure your Marketing Ops team has completed the Setup
  3. Contact your Marketing Operations team for configuration assistance

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Next Steps

Once your list is processed, you can:
  • Create nurture campaigns in your marketing automation system
  • Set up lead scoring rules
  • Configure CRM sync settings
  • Plan follow-up campaigns based on engagement