Import List Builder results

How to add List Builder results to your Prospects database

Invelo's List Builder is a powerful tool that allows you to quickly and easily build targeted lists of prospects. Once you have built your list, you can import it into your Prospects database so that you can start reaching out to these potential customers.

This guide will show you how to add your List Builder results to your Prospects database. 

Once you've pulled records via List Builder, you can import the results into your prospects database.

Importing results

1. Under the results section, select the property records you want to import into your Invelo database. You can select all, select visible (first 50), select a custom number, or manually select the records by clicking the checkbox. 

    

   

2. Click Import.

    

   

3. Add the records to a list:

   • For an existing list, select a list from the dropdown menu.

     

   • For a new list, type a name for the list and click Create New List. Then you'll select the list quality and click Create List.

     In case you use Indicators to filter your search, it will automatically assign the records to the pre-existing lists Invelo has.

   You can make as many List Builder lists as you want to cover different criteria.

4. Optional: Select a tag or enter a name for a new one and click Create New Tag.

    

   

5. Optional: For Growth and Professional plan users, you can enable Auto-add to automatically import new properties to your Prospects database daily that meet your list criteria. If enabled, enter a name for the saved search. You'll receive an email each time new properties are imported, and you'll also see the additions in your Invelo history. However, if this option is disabled, you'll have to manually rerun the criteria to see new matching properties. 

    

   

   ​Note: You can enable Auto Add for pre-existing and newly created presets.

6. Click Import records.
   
   

Tips:

• Invelo will notify you once your records are fully uploaded.
• You may choose not to import records that already exist in your database by clicking the check box which says Don't overwrite primary contacts. Instead of importing the total records our List Builder pulled using your filter criteria, Invelo will only import those records that do not yet exist in your database.
• Invelo does not duplicate property records. In case you re-import property records that already exist in your account, Invelo will only update the property record with new information such as additional lists or tags. 
• In Invelo 2.0, we’ve made List Builder more powerful than ever! Unlike Invelo 1.0, you can now import unlimited property records from List Builder without any monthly quota restrictions. However, keep in mind that the total number of property records you can store in your Invelo account still depends on your plan's storage limits.