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Overview

This guide walks through the complete setup process for List Upload, enabling your marketing teams to process CSV contact lists efficiently. Proper setup ensures smooth data processing, accurate enrichment, and seamless integration with your marketing automation platform.

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Prerequisites

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Required Integrations

Before configuring List Upload, ensure you have completed the integration setup for your chosen platform:

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System Requirements

  • allGood platform access with appropriate permissions
  • Marketing automation system admin access
  • API credentials configured for your chosen platform
  • User permissions configured for marketing team members

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Platform-Specific Configuration

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Marketo Setup

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Program Template Configuration

  1. Create Program Templates
    • Set up standard program templates for common use cases (webinars, events, campaigns)
    • Configure proper folder structure and naming conventions
    • Establish channel configurations for different campaign types
  2. Folder Structure Setup
    • Create destination folders for different campaign types
    • Establish naming conventions for programs and folders
    • Configure folder permissions for proper access control
  3. Campaign Member Status Configuration
    • Define standard member statuses for different event types:
      • Webinars: Registered, Attended, No Show, On Demand
      • Trade Shows: Registered, Attended, Hot Lead, Follow Up
      • Events: Registered, Attended, Cancelled, Waitlisted
    • Ensure status progressions are properly configured
    • Test status assignments to prevent data conflicts

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Marketo-Specific Requirements

  • Program Cloning: Verify template programs can be cloned successfully
  • API Permissions: Ensure API user has program creation and management permissions
  • Field Mapping: Configure custom field mappings for your organization’s data structure

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HubSpot Setup

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Contact List Configuration

  1. List Structure Setup
    • Create standard list categories for different campaign types
    • Establish naming conventions for contact lists
    • Configure list permissions and access controls
  2. Contact Property Configuration
    • Map standard contact properties to your data fields
    • Create custom properties for campaign-specific data
    • Configure property groups for better organization
  3. Workflow Integration
    • Set up workflows to trigger when contacts are added to lists
    • Configure lead scoring workflows for enriched data
    • Establish nurture workflows for different list types

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HubSpot-Specific Requirements

  • List Management: Verify list creation and contact assignment permissions
  • Contact Management: Ensure API user can create and update contacts
  • Property Mapping: Configure custom property mappings for your data structure

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Data Processing Configuration

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Enrichment Settings

Configure which enrichment processes should be available to your marketing teams:

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Core Enrichment Options

  • Basic Enrichment: allGood will conduct it’s own waterfall enrichment
  • Custom Enrichment: Contact allGood to setup integration with your own enrichment provider to use your own keys and accounts

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Data Standardization Options

  • Phone Number Formatting: Enable E.164 standardization
  • Location Standardization: Configure country/state normalization
  • Industry Alignment: Set up industry categorization for your business
  • Job Title Standardization: Enable spelling and format correction
  • Job Function Categorization: Configure relevant job functions for your industry
  • Job Level Assignment: Set up hierarchy levels relevant to your organization
  • Job Role Mapping: Define role priorities for your lead scoring system

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Processing Flow Configuration

  1. Required Fields Definition
    • Define minimum required fields for your campaigns
    • Configure validation rules for data quality
    • Set up field mapping alternatives and synonyms

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And You’re Done!

By completing this guide you should have:
  • Your platforms of choice fully integrated with allGood
    • For Marketo, your marketing activity types and statuses formalized in a document
    • For HubSpot, your campaign types formalized in a document
    • Leads/Contacts should have fields for the new standardized data (e.g. Job Role)
  • (Optional) If using own enrichment providers, they should be set up as integrations
  • Your flow for list upload defined
    • What fields you expect to have in your list
    • What standardized categories are you fitting them in (e.g. Industries, Job Levels, Job Functions, etc.)
    • What fields you want to be populated in your platform
Once you have these ready, reach out to the allGood team to get list uploads ready for you!