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.

1. Under the results section, click the drop-down arrow and enter the number, or select all of the records you want to import from the results.

   

2. Click Add to List

   

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.

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

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

   

5. 1. (Optional) Enable Auto Add to automatically import new properties to your Prospects database daily that meet your list criteria (Growth and Professional plans only - upgrade here). 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. 

   
   

   On the Presets tab in List Builder, is where you'll find your saved search.

   

   You may choose whether or not to share the saved search with your team (Professional plans only - upgrade here) by clicking the people icon. Once it turns blue, means the saved search or preset has been shared with other team members.

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

6. Click Submit

Invelo will notify you once your records are fully uploaded.

Note: You may choose not to import records that already exist in your database by clicking the toggle button across Excluding 8,320 already imported records, as shown below. Invelo will prevent the duplicate from importing. 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 like the 525 properties, as shown below.

Different plans have different monthly List Builder limits:

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