Importing Your Properties
Bringing your properties into Pebble is the first step to using the platform. In this article, we'll explain how to import your properties. For more information on how to send out mail through Pebble, please see this article.
Creating a Campaign
Before importing your list, you must first create a campaign. Head to the Campaign section on the left sidebar menu and click on Add Campaign. You'll be asked to assign a Campaign name and type as well. Hit Save. The Import Campaign List window will pop up.
There are two types of campaigns, Direct Mail, and Phone.
Note: If you're selecting a Phone campaign, you'll need the phone number of the sellers available in your spreadsheet.
Importing Your List
You will now select Single County or Multi-County options. If your property list is a Single County list, you have to choose the name of the county; drag and drop your file, or browse. Click Upload.
Selecting Multi-County allows you to bring in a list with multiple counties. After you've selected, choose your county and file.
Note: If you're working with a Multi-County property list, you will need the FIPS code available in your spreadsheet.
Mapping Your Columns
Pebble automatically maps the Required Fields, while Optional fields are mapped manually. Click the dropdown on the right to select your columns. Once you are done mapping the information, click the Import List button.
Review the Imported List
If errors occur, you may review errors by clicking the Review Errors button, or scrolling down; click the Change columns and Retry button. Click View Campaign once done.
Pebble has the ability to detect property owners who own multiple properties within a campaign and total the offers of those properties under one mailer.
When uploading your properties, Pebble will group landowners who are on a list multiple times and will group all their properties under one mailer only. In order for Pebble to group duplicate owners under one mailer, please make sure that the owner's full name and mailing address is matching for each property record.
Adding a Phone Campaign
Make sure you have the phone numbers when you add a campaign using the phone type. To do this:
- Navigate to the Campaigns on the left sidebar menu.
- Click Add Campaign in the top-right-hand corner.
- Fill out the Campaign name field.
- Click the dropdown menu on the Type field, and select Phone.
- Click Save.
Importing the Campaign List
- Select the county, either Single County or Multi-County.
- Click the drop-down menu on the County field.
- Drag and drop your file, or browse. Click Upload.
Mapping the Information
Once the campaign list has been uploaded, map the information by matching the column headers from your list. Click the dropdown arrow to select the information. Click Import List.