Video Tutorial | Loading a Non-Customer (Prospect) List
You can now import non-member (prospect) lists into Strum Platform, enabling powerful new capabilities around conversion tracking and campaign outreach. Once loaded, these lists can be matched against customer data to determine conversions using our flexible matching logic, allowing you to analyze sales performance and attribution against non-member audiences. Additionally, you can filter on these lists to gain insights and identify high-performing segments. For outreach, these prospect lists can be seamlessly pushed to Strum VoiceTM to support targeted email and direct mail campaigns, making it easier than ever to engage and convert new audiences.
The Import External List button will shown on the top right, within the activity bar. The button is automatically enabled for all Power User Role types but this can be enabled for other Role types by your system's Administrator.
After loading in a non-member list, users have the ability to view those prospect records in the grid by adjusting the Source dropdown (next to the Data Period) to "Prospects". Now the list is showing the non-member records loaded in the Import wizard. Further filtering can be done with the newly added Prospect node of the filter engine.