How To

How to Export to Expandi

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  • In this article, we will show you how to export your prospects to Expandi.
  • The first thing you will want to do is navigate to the Expandi tab in integrations (the same one you used to integrate Expandi to Samplead). Press the first link on the page to bring you to the Expandi sign in page.
  • This will prompt you to sign into your Expandi account. If you are creating an Expandi account, press the sign in prompt beneath the login.
  • Once you are logged in and on your dashboard, navigate to the campaign tab on the left side of the screen.
  • Once you have reached the campaigns page, start a new campaign or open the active campaign you wish to use. You can start a new campaign by pressing the “add campaign” button on the top right of the screen.
  • Once you have created your campaign or have accessed your active campaign, go into the “integration” tab at the top of the screen.
  • From here, you should copy the “URL to Use” URL so that you can paste it on Samplead.
  • Once you have copied the URL to Use, go back to Samplead and paste the URL to use into the designated space.
  • You have now successfully integrated Expandi into Samplead! In order to export your customer profiles and sequences from Samplead into Expandi, you should navigate to your desired campaign or start a new campaign. You can start a new campaign from your dashboard in the “Create new campaign” tab.
  • Once you have started a new campaign or entered your desired campaign, select the profiles you would like to export by using the small box on the left of their profile.
  • Once you have selected your desired profiles to export, press the export button on the top right and select the Expandi tab from the dropdown menu. Once you have done this, select your desired campaign and you will have successfully exported your profiles.
  • I hope this article helped! If you have any questions, feel free to contact customer support.

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