Prerequisites
Add prospects in a new Dynamic Video
- Create a new Dynamic Video template
- In Step 3 where you need to add prospects data, click "Import options" dropdown box
- Select "CRM import" option
- Wait for the lists from your CRM to load
- Select the list of prospects that you want to import in this Dynamic Video
- Wait for the list data to populate in the table
- Resolve any errors (eg: First Name missing) that maybe presented after importing the list
Add prospects in an existing Dynamic Video
- Go to your Dynamic Video page
- Click "Add more prospects" button
- Click "Import options" dropdown box
- Select "CRM import" option
- Wait for the lists from your CRM to load
- Select the list of prospects that you want to import in this Dynamic Video
- Wait for the list data to populate in the table
- Resolve any errors (eg: First Name missing) that maybe presented after importing the list