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Getting Started

CSV files are the primary supported format. Excel files should be converted to CSV before upload.
allGood can handle CSV files with thousands of contacts. If you have an extremely large file (50,000+ contacts), consider splitting it into smaller batches for optimal performance.
You need access to the List Upload feature, which is typically granted by your Marketing Operations team. You’ll also need the proper integrations (Marketo, HubSpot) configured.

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Field Mapping & Data Requirements

At minimum, you need:
  • Email address (required for all platforms)
  • First Name and Last Name (highly recommended)
  • Company (recommended for B2B scenarios)
Additional fields like job title, phone, and location improve data quality and enrichment opportunities.
Mary will automatically map common variations. For example, “First Name”, “FirstName”, “fname”, and “Given Name” will all be recognized as first name fields. You can also specify mappings during the conversation.
Mary will check your system’s requirements and let you know which fields are needed. Each platform (Marketo, HubSpot) has different field requirements that are automatically validated.
Extra columns are fine - Mary will identify and map the relevant fields while ignoring unnecessary columns.

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Data Cleaning & Enrichment

Mary will analyze your data and suggest enrichment opportunities. Common scenarios include:
  • Missing job titles or company information
  • Incomplete contact details
  • Non-standardized job titles or company names
  • Missing location data
allGood offers several enrichment capabilities:
  • Basic Enrichment: Missing contact information from third-party providers
  • Job Function Categorization: Engineering, Product, Data Science, etc.
  • Job Level Assignment: CxO, VP, Director, Manager, Individual Contributor
  • Job Role Mapping: SOC, DevOps, Security, Platform, etc.
  • Data Standardization: Phone numbers, addresses, industry alignment
Yes, Mary will discuss enrichment options with you and you can choose which steps to apply based on your campaign needs and data quality requirements.
allGood uses multiple data sources and validation techniques to ensure high accuracy. However, you should always review enriched data before final campaign deployment.

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Platform Integration

This depends on your marketing automation system:
  • Marketo: Use when you need program creation, campaign member management, and complex event workflows
  • HubSpot: Use for contact list management and simpler lead nurturing campaigns
  • Plain: Use for basic CSV processing without platform-specific integration
  • Marketo: Program-centric workflow with program cloning, folder management, and complex campaign member statuses
  • HubSpot: List-centric workflow focused on contact list creation and management
  • Processing complexity: Marketo supports more complex metadata and program structures
Yes, you can process the same CSV for different platforms, but you’ll need to run separate uploads for each destination system.

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Campaign & Program Management

You can provide program information in your CSV metadata or specify it during the conversation with Mary. Options include:
  • Creating a new program
  • Adding to an existing program
  • Cloning from a template program
Campaign member statuses track contact engagement levels (e.g., “Registered”, “Attended”, “No Show” for webinars). Mary will ask about the appropriate status for your campaign type and validate against your system configuration.
Mary will help you decide based on your campaign goals:
  • New programs: For new campaigns or events
  • Existing programs: When adding contacts to ongoing campaigns
  • Template cloning: For standardized campaign types

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Data Quality & Validation

Mary will detect duplicates and ask how you want to handle them - typically by keeping the most complete record or merging information.
Mary will check for existing contacts and provide options:
  • Update existing contact information
  • Skip duplicates
  • Add to additional campaigns/lists
  • Create new records with updated information
Mary will identify validation issues and suggest corrections:
  • Invalid email formats
  • Missing required fields
  • Data format inconsistencies
  • System-specific validation failures

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Processing & Performance

Processing time depends on list size and complexity:
  • Small lists (100-1,000 contacts): 2-5 minutes
  • Medium lists (1,000-10,000 contacts): 5-15 minutes
  • Large lists (10,000+ contacts): 15-30 minutes
It’s recommended to process one list at a time to ensure proper attention to each upload and avoid system overload.
Mary will provide specific error information and suggest solutions. Common fixes include:
  • Correcting data format issues
  • Providing missing required information
  • Adjusting system configurations
  • Retrying with smaller batches

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Troubleshooting

Try these solutions:
  1. Use standard header names (First Name, Last Name, Email, Company)
  2. Remove special characters from headers
  3. Specify the mapping directly in your conversation with Mary
  4. Check that your CSV is properly formatted
Check these common issues:
  1. Verify the correct destination program/list was specified
  2. Ensure you have proper permissions in your marketing automation system
  3. Check that the integration is properly configured
  4. Look for error messages in the processing feedback
Mary will provide confirmation including:
  • Number of contacts processed
  • Destination program/list information
  • Any errors or warnings
  • Next steps for campaign activation
Contact your Marketing Operations team immediately. While there’s no automatic revert function, they can help remove incorrectly uploaded contacts from your system.

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Best Practices

Follow these guidelines:
  1. Include as many relevant fields as possible
  2. Use clear, standard column headers
  3. Clean up obvious data errors beforehand
  4. Include metadata about the list source
  5. Test with a small sample first
Use enrichment when:
  • You have incomplete contact information
  • Job titles need standardization
  • You want to improve lead scoring accuracy
  • Data came from events or forms with limited fields
This depends on your campaign frequency:
  • Event-based: After each event or registration deadline
  • Campaign-based: As part of campaign preparation
  • Ongoing: Regular intervals based on lead generation

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Getting Help

  1. During processing: Ask Mary directly in the chat
  2. Setup issues: Contact your Marketing Operations team
  3. Integration problems: Check your system integration documentation
  4. General questions: Refer to this FAQ or the setup guide
Contact your Marketing Operations team who can work with allGood support to request enhancements or configuration changes.