What sequence of actions is required to add purchased lead data to a marketing segment?

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To add purchased lead data to a marketing segment effectively, it's essential to ensure that the file format is correct before any importation occurs. Correct formatting guarantees that all data fields are recognized and accurately imported into the system without errors.

Following the formatting, the next step is importing the file as leads. This action involves bringing the data into the Dynamics 365 Marketing system, where newly acquired leads can then be processed and utilized for marketing campaigns.

Lastly, linking contacts to unmatched leads is crucial. This step ensures that leads without existing contacts in the database can be matched later, thereby allowing for seamless follow-up and engagement strategies. This connection is important for maintaining data integrity and enhancing the interactions between marketing efforts and existing customer relationships.

This sequence ensures a smooth flow of data from importation to activation within marketing segments, maintaining alignment between leads and existing contacts while avoiding issues with duplicate data.

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