If you’re drowning in spreadsheets, frustrated with messy lead lists, or just want your outreach to actually work, this guide is for you. We’ll walk through how to import leads into Lunatro and actually make sense of them—so you’re not just yelling into the void. Whether you’re a sales pro, a marketer with too many hats, or the lone wolf who does it all, you’ll learn what works, what’s fluff, and how to avoid rookie mistakes.
Step 1: Clean Up Your Lead List First (Don’t Skip This)
Before you even open Lunatro, get your lead list in shape. Importing dirty data isn’t just annoying—it creates problems that never go away.
What to do: - Remove duplicates. Two versions of “John Smith” = double the complaints and confusion. - Check for missing info. If you need email and company, make sure both are there. - Standardize formatting. “NY” vs. “New York” will bite you later in segmentation. - Use CSV. Excel and Google Sheets are fine for editing, but CSV is the universal format for import.
Pro tip: Don’t trust exported lists from other tools. Always open and check. “Automated” rarely means “clean.”
Step 2: Map Your Fields for Import (Don’t Let Data Go Missing)
Lunatro lets you import a bunch of fields—name, email, company, job title, industry, whatever you’ve got. But if your columns don’t line up with what Lunatro expects, you’ll get a mess.
How to do it: 1. Check Lunatro’s field names. Go to the import page and look for the sample file or field guide. 2. Rename your columns in your CSV to match Lunatro’s fields. Don’t assume “Company Name” will auto-match to “Company.” 3. Decide what’s critical. Only import fields you’ll actually use. More isn’t always better.
What to skip: Don’t bother importing empty columns or “notes” unless you plan to use them. Extra junk just clutters your CRM.
Step 3: Importing Leads into Lunatro
Now for the main event. The process is straightforward, but a few gotchas can trip you up.
Here’s the basic process: 1. Log in to Lunatro. 2. Go to the Leads section (usually called “Leads” or “Contacts” on the sidebar). 3. Find the Import button (often up top or in a dropdown). Click it. 4. Upload your CSV file. 5. Map columns. Lunatro will ask you to match your CSV fields to its database fields. Double-check every mapping. 6. Preview the import. Most tools show a sample of how data will look. If not, import a handful of leads as a test first. 7. Run the import. Wait for the confirmation. If there are errors, Lunatro should spit out a report.
Common issues: - Bad formatting: Strange characters, extra spaces, or weird date formats can cause chaos. - Missing required fields: If you forget a must-have like “Email,” the row will get skipped. - File too big: If you’re importing thousands of leads, break them into chunks. Most CRMs can choke on massive files.
What works: Importing in batches. If something’s wrong, it’s easier to fix 200 leads than 20,000.
Step 4: Basic Segmentation—Start Simple
Now you’ve got leads in Lunatro. Here’s where most people mess up: they try to get fancy with segmentation right away. Don’t. Start with broad, useful groups.
Segment on things like: - Industry - Company size - Geography - Job title
How to set up segments: 1. Go to the “Segments” or “Filters” area in Lunatro. 2. Create a new segment. 3. Pick one or two criteria (for example, “Industry is SaaS” or “Location is California”). 4. Save and name the segment something obvious.
Pro tip: Use segments to filter out bad fits, not just to find good ones. “Not in USA” or “Company size under 10” can help you skip time-wasters.
What to ignore: Don’t build 20 micro-segments just because you can. You’ll end up with analysis paralysis and never take action.
Step 5: Advanced Segmentation—When You’re Ready
Once you’ve run a few campaigns and know what actually works, then start layering on complexity.
Options worth exploring: - Behavioral data: Has the lead opened an email? Clicked a link? Don’t get too granular unless you’re actually going to use this info. - Engagement score: Some businesses find value in scoring leads based on actions. But don’t spend hours tinkering if you’re not following up on the scores. - Custom fields: Got data unique to your business (e.g., “Product Interest”)? Use it for more targeted outreach.
What’s overhyped: AI-powered segmentation that promises magical results. It’s usually just fancy filtering. Stick to what you understand and can explain to someone else.
Step 6: Tagging vs. Segments—Don’t Confuse the Two
Lunatro (like most CRMs) lets you “tag” leads in addition to creating segments. Tags are good for quick notes or temporary labels (“Met at Event,” “Hot Lead”). Segments are for ongoing, rule-based groupings.
When to use tags: - Qualitative info: “Needs follow-up,” “Do not call” - Temporary campaigns: “Webinar June 2024” - Manual notes that don’t fit a segment
When to use segments: - Any group you want to target repeatedly - Automated workflows - Reporting and metrics
Pro tip: Don’t go nuts with tags. Too many, and you’ll never remember what half of them mean.
Step 7: Test Your Segments Before Launching Campaigns
It’s tempting to just hit “send” or “start workflow,” but take a minute to double-check your segments.
How to sanity-check: - Preview the list. Look for obvious outliers (e.g., a lead in “US Enterprise” who’s actually from Brazil). - Spot-check a few leads. Click into their profiles. Does the data match what you expect? - Send a test campaign to yourself or a small batch first.
What to watch for: - Segments that are too broad (“Everyone in CRM”) or too narrow (“CMOs in Boise, Idaho”). - Segments that accidentally overlap, so the same lead gets hammered with multiple emails.
What Actually Works—and What to Ignore
Here’s the honest part: Most people overcomplicate things. The basics—clean data, clear segments, and a little common sense—do 90% of the work.
What works: - Regularly cleaning your data (quarterly, at least) - Building segments based on real differences, not just what’s easy to filter - Using test batches and small sends before big launches
What doesn’t: - Chasing every new AI or “predictive” feature - Spending hours building segments you never use - Importing everything and sorting it out later (it never gets sorted)
Ignore: Any advice that says “the more data, the better.” If you’re not using it, it’s just clutter.
Keep It Simple, Iterate, and Don’t Stress
Importing and segmenting leads in Lunatro isn’t rocket science, but it does take a bit of discipline. Start with what you need, get your basics right, and improve from there. Don’t get bogged down trying to build the perfect system on day one. Clean, simple segments win every time. And if something’s not working, tweak it—don’t be afraid to delete segments or tags that aren’t useful. The best targeting is the one you’ll actually use.