{"id":14010,"date":"2018-05-04T03:55:54","date_gmt":"2018-05-04T03:55:54","guid":{"rendered":"https:\/\/www.process.st\/templates\/email-sourcing-step-4-contacting-suppliers-via-email-from-gmass\/"},"modified":"2024-02-28T21:07:58","modified_gmt":"2024-02-28T21:07:58","slug":"email-sourcing-step-4-contacting-suppliers-via-email-from-gmass","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/email-sourcing-step-4-contacting-suppliers-via-email-from-gmass\/","title":{"rendered":"EMAIL SOURCING: Step 4: Contacting Suppliers via Email from GMass"},"content":{"rendered":"<section id=\"login-to-gmail\">\n<h2> Login to Gmail <\/h2>\n<div class=\"text-content\">\n<p>If you haven't already done so, you can create a <a href=\"https:\/\/www.gmass.co\/\" rel=\"nofollow noopener\" target=\"_blank\">GMass account here.<\/a>&nbsp;&nbsp;<\/p>\n<p>Before sending emails, you will need to login to the correct <a href=\"https:\/\/www.google.com\/gmail\/\" rel=\"nofollow noopener\" target=\"_blank\">Gmail<\/a> account for whom you will be sending emails for.<\/p>\n<p><strong><\/strong><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      I have logged into my assigned Gmail account\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"hit-the-gmass-button-not-the-send-button\">\n<h2> HIT THE GMASS BUTTON NOT THE SEND BUTTON. <\/h2>\n<div class=\"text-content\">\n<p>If you haven't already done so, you can create a <a href=\"https:\/\/www.gmass.co\/\" rel=\"nofollow noopener\" target=\"_blank\">GMass account here.<\/a>&nbsp;&nbsp;<\/p>\n<p>Before sending emails, you will need to login to the correct <a href=\"https:\/\/www.google.com\/gmail\/\" rel=\"nofollow noopener\" target=\"_blank\">Gmail<\/a> account for whom you will be sending emails for.<\/p>\n<p><strong><\/strong><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      I have logged into my assigned Gmail account\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>HIT THE GMASS BUTTON NOT THE SEND BUTTON.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"export-new-leads-from-hubspot\">\n<h2> Export New Leads from HubSpot <\/h2>\n<div class=\"text-content\">\n<p>Create a new contact column view in HubSpot by selecting <strong>Contacts &gt; Customize &gt; Edit columns.<\/strong>&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/u9SMffUmyxDYzwBz4MxHcQ.png\" alt=\"Export New Leads from HubSpot\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/u9SMffUmyxDYzwBz4MxHcQ.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Select the properties below:<\/p>\n<ul>\n<li>NAME<\/li>\n<li>EMAIL<\/li>\n<li>DEAL SIZE<\/li>\n<li>LEAD STATUS (New)<\/li>\n<li>ASIN URL #1&nbsp;<\/li>\n<li>CATEGORY<\/li>\n<\/ul>\n<p>Select&nbsp;<strong>Save<\/strong><\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/s1wxr3S81iimsKzud15LJQ.png\" alt=\"Export New Leads from HubSpot\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/s1wxr3S81iimsKzud15LJQ.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Select &quot;<strong>Options<\/strong>&quot; <em>(underneath the view dropdown)<\/em> &gt; select &quot;<strong>Export all in view<\/strong>&quot;.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/plz9wLvjOvPIJ5EHAQRDFQ.png\" alt=\"Export New Leads from HubSpot\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/plz9wLvjOvPIJ5EHAQRDFQ.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>In the Export dialogue box:<\/p>\n<ul>\n<li>Enter the email address of the account you used to log into in Step 1.<\/li>\n<li>Ensure the file is in CSV format.<\/li>\n<li>Select &quot;<strong>Include only current columns<\/strong>&quot; then select &quot;<strong>Export<\/strong>&quot;.<\/li>\n<\/ul><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ty_0Hq_Y9K1bPl2gFO5E0w.png\" alt=\"Export New Leads from HubSpot\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ty_0Hq_Y9K1bPl2gFO5E0w.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      I have selected the GMass Export view\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      I have entered the correct email address\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      I have selected Include only current columns\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"download-the-export-and-copy-into-the-master-import-spreadsheet\">\n<h2> Download the Export and Copy into the Master Import Spreadsheet <\/h2>\n<div class=\"text-content\">\n<p>After you've completed Step 2, you will need to revert back to the Gmail account you logged into in Step 1 and open the export email from HubSpot. The export will be labeled as below:&nbsp;<\/p>\n<p><strong>From: HubSpot CRM<\/strong><\/p>\n<p><strong>Subject: Your CRM View export &quot;Contacts - Gmass Export&quot; is ready<\/strong><\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jNEJSQVy0RDSirOoASlOjw.png\" alt=\"Download the Export and Copy into the Master Import Spreadsheet\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jNEJSQVy0RDSirOoASlOjw.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Open the email and select &quot;<strong>Download<\/strong>&quot;.<\/p>\n<p><em>Your download will appear on the bottom left of the screen.<\/em><\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/r6CNE0IMZHnjDJOSpSBATA.png\" alt=\"Download the Export and Copy into the Master Import Spreadsheet\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/r6CNE0IMZHnjDJOSpSBATA.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Open the download and copy the entire spreadsheet (ctrl A then ctrl C). Open the&nbsp;<a href=\"https:\/\/app.process.st\/templates\/nhbRf7dFrYqjzN-CChNFKg\/view\/tasks\/obm_dn1oQu52BJ5LHgRC9g\" rel=\"nofollow noopener\" target=\"_blank\">Master Import Spreadsheet<\/a>&nbsp;and select the&nbsp;<strong>HubSpot Export Tab.&nbsp;<\/strong><\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/v_g060zvsCTSe45ILMZPog.png\" alt=\"Download the Export and Copy into the Master Import Spreadsheet\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/v_g060zvsCTSe45ILMZPog.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Paste the copied spreadsheet into cell A1 (click into cell A1 and press ctrl V).<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ka1l3D4dZzqJ1aaplFlJQg.png\" alt=\"Download the Export and Copy into the Master Import Spreadsheet\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ka1l3D4dZzqJ1aaplFlJQg.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      I have downloaded the csv export from Gmail\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      I have pasted the export into the Master Import Spreadsheet\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"filter-the-master-import-spreadsheet-by-category\">\n<h2> Filter the Master Import Spreadsheet by Category <\/h2>\n<div class=\"text-content\">\n<p>Before filtering the spreadsheet, you will need to&nbsp;<strong>Freeze Row 1.<\/strong><\/p>\n<p>Highlight <strong>Row 1<\/strong>&nbsp;&gt; select <strong>View<\/strong>&nbsp;from the toolbar &gt; hover over <strong>Freeze<\/strong>&nbsp;&gt; then select <strong>1 Row<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hN6Mt0Gr70hzECm_B6RD0Q.jpg\" alt=\"Filter the Master Import Spreadsheet by Category\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hN6Mt0Gr70hzECm_B6RD0Q.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>You will now need to sort the the sheet by the <strong>Category column.<\/strong><\/p>\n<p>Right click&nbsp;<strong>Category&nbsp;<\/strong>(Column F) &gt; select &quot;<strong>Sort sheet A - Z<\/strong>&quot;.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/v1SW6oIfCqwjD5hmfgBKpQ.jpg\" alt=\"Filter the Master Import Spreadsheet by Category\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/v1SW6oIfCqwjD5hmfgBKpQ.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      I have sorted the sheet A - Z by Category\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"select-the-spreadsheet-and-format-email-template\">\n<h2> Select the Spreadsheet and Format Email Template <\/h2>\n<div class=\"text-content\">\n<p>You will need to revert back to Gmail and, from within the inbox, select the &quot;<strong>Spreadsheet Icon<\/strong>&quot;&nbsp;next to the search bar.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/vxXuc0REkD1TuNo9jopKMg.png\" alt=\"Select the Spreadsheet and Format Email Template\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/vxXuc0REkD1TuNo9jopKMg.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>You'll be prompted to select a Google Sheet. Click the dropdown menu and select the &quot;<strong>Master Import Spreadsheet<\/strong>&quot;.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/uoELJVuAICjd5X06TiJGQQ.png\" alt=\"Select the Spreadsheet and Format Email Template\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/uoELJVuAICjd5X06TiJGQQ.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      I have selected the Master Import Spreadsheet within GMass\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>Select the desired worksheet from within the Master Import Spreadsheet. This will be the individual page with the contact information, in our example below it is titles&nbsp;<em>Hubspot Export<\/em>.<\/p>\n<p>Ensure &quot;Keep Duplicates&quot; is&nbsp;<strong>NOT&nbsp;<\/strong>selected.<\/p>\n<p>Select &quot;<strong>Connect to Spreadsheet<\/strong>&quot;.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/lKwKpN4HBwvUcT-KoyNOvQ.png\" alt=\"Select the Spreadsheet and Format Email Template\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/lKwKpN4HBwvUcT-KoyNOvQ.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      I have select the correct worksheet\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>A New Message will be created in Gmail containing each contact from the specified worksheet.<\/p>\n<p>Select &quot;<strong>Templates<\/strong>&quot; from below the subject line<em>.<\/em><\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/oiZnCidoqJ21LI1Rl5dHew.png\" alt=\"Select the Spreadsheet and Format Email Template\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/oiZnCidoqJ21LI1Rl5dHew.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Select your desired template.<\/p>\n<p>Once you've found the correct template, double click it and it will autofill into the new message.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jbN5u7nNczQPw6rqOQRAxw.png\" alt=\"Select the Spreadsheet and Format Email Template\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jbN5u7nNczQPw6rqOQRAxw.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      I have inserted the template\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>Ensure that a name has not autofilled in the greeting.&nbsp;In the case that one has, simply delete it and leave a space between the greeting and the comma.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qbecYVDsHIpn410WDz5AKw.png\" alt=\"Select the Spreadsheet and Format Email Template\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qbecYVDsHIpn410WDz5AKw.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      I have removed the name (if needed) and left a space in the greeting\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>Follow the instructions below to personalize the email per contact:<\/p>\n<p style=\"padding-left: 30px;\">1. Place your curser next to the greeting (make sure that&nbsp;there's a space between the greeting and your curser)<\/p>\n<p style=\"padding-left: 30px;\">2. Click the <strong>up arrow<\/strong> next to the GMass button on the lower left of the message<\/p>\n<p style=\"padding-left: 30px;\">3. Select the <strong>First Name<\/strong>&nbsp;short code from the Google Sheets Personalize section<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/pudDFPaikcVQT9rP62FCGQ.png\" alt=\"Select the Spreadsheet and Format Email Template\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/pudDFPaikcVQT9rP62FCGQ.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      I have selected the First Name short code\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>Once you have added these filters, then your greeting should look similar to&nbsp;the screenshot below.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ruUKnARsLXpHu3tdHjJLIg.png\" alt=\"Select the Spreadsheet and Format Email Template\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ruUKnARsLXpHu3tdHjJLIg.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      I have input the First Name short code\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>You will need to copy and paster your&nbsp;<strong>email signature<\/strong>&nbsp;into the template&nbsp;as GMass <strong>will not&nbsp;<\/strong>auto populate your standard signature.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Before sending the email campaign, review the template one last time for any grammatical errors and ensure your short code(s) have been properly set.&nbsp;<\/p>\n<p>After reviewing, click the red<strong>&nbsp;GMass<\/strong>&nbsp;button on the lower left of the email.&nbsp;<strong>&nbsp;<\/strong><\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/lBBd-w-M2Yzq5iFcbDpDJg.png\" alt=\"Select the Spreadsheet and Format Email Template\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/lBBd-w-M2Yzq5iFcbDpDJg.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      I have added my email signature\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      I have reviewed the template for errors\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      I have sent the email campaign\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"changing-the-lead-status-and-importing-into-hubspot\">\n<h2> Changing the Lead Status and Importing Into HubSpot <\/h2>\n<div class=\"text-content\">\n<p>Once you have completed steps 1-5, you will need to change the <em>Lead<\/em> <em>Status<\/em><strong>&nbsp;<\/strong>from&nbsp;<strong>New <\/strong>to<strong> Open<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Revert back to the <a href=\"https:\/\/app.process.st\/templates\/nhbRf7dFrYqjzN-CChNFKg\/view\/tasks\/obm_dn1oQu52BJ5LHgRC9g\" rel=\"nofollow noopener\" target=\"_blank\">Master Import Spreadsheet<\/a>&nbsp;and select the tab for the user you sent the emails&nbsp;for.<\/p>\n<p>Click into cell<strong> E2 <\/strong>(<strong>Lead Status<\/strong>)&nbsp;and replace the word &quot;<em>New<\/em>&quot; with &quot;<em>Open<\/em>&quot;<strong>.<\/strong><\/p>\n<p>While still clicked into the cell,&nbsp;click and hold&nbsp;the small blue square in the the lower right corner of the cell. Drag the square down Column E to the&nbsp;last row containing contact information.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ltIGFkO2waNQbHe_ddFCbA.png\" alt=\"Changing the Lead Status and Importing Into HubSpot\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ltIGFkO2waNQbHe_ddFCbA.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      I have changed the lead status from New to Open in the Spreadsheet\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>Go back to HubSpot and select <strong>Contacts&nbsp;<\/strong>from the top toolbar.<\/p>\n<p>Once in Contacts, select <strong>Import.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/oFo5u0dMtAgqkjL1h6FD3A.png\" alt=\"Changing the Lead Status and Importing Into HubSpot\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/oFo5u0dMtAgqkjL1h6FD3A.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>This will take you to the import page. Select <strong>Start a new import.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rIi5ltW3w2Ff3YMCVpRAkA.png\" alt=\"Changing the Lead Status and Importing Into HubSpot\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rIi5ltW3w2Ff3YMCVpRAkA.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Select <strong><\/strong>the<strong>&nbsp;<\/strong><strong>Contacts<\/strong>&nbsp;option.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qXoA7jmTBK4L6s83699PCg.png\" alt=\"Changing the Lead Status and Importing Into HubSpot\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qXoA7jmTBK4L6s83699PCg.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Select all checkboxes on this screen, as the spreadsheet is already properly formatted.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/vUtsfa0t0Jqbc9HO-qxNBA.png\" alt=\"Changing the Lead Status and Importing Into HubSpot\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/vUtsfa0t0Jqbc9HO-qxNBA.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Revert back to the <a href=\"https:\/\/app.process.st\/templates\/nhbRf7dFrYqjzN-CChNFKg\/view\/tasks\/obm_dn1oQu52BJ5LHgRC9g\" rel=\"nofollow noopener\" target=\"_blank\">Master Import Spreadsheet<\/a>&nbsp;and select <strong>File &gt; Download as &gt; Comma-separated values (.csv, current sheet).<\/strong><\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ghKCdO7_vJd7M5CWky5Jeg.jpg\" alt=\"Changing the Lead Status and Importing Into HubSpot\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ghKCdO7_vJd7M5CWky5Jeg.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Your download will appear as a file in the lower left of your screen. Simply drag &amp; drop the file into HubSpot.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sSKtkEMr6MG4Th4ymipERw.png\" alt=\"Changing the Lead Status and Importing Into HubSpot\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sSKtkEMr6MG4Th4ymipERw.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>If&nbsp;you have successfully uploaded the file into HubSpot, you the upload area will turn green and you'll see the title of your file.<\/p>\n<p>Once you have confirmed that you've uploaded the correct file, select <strong>Upload<\/strong>&nbsp;from the bottom right of the page.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/heI7CvoxJUMFLtLzvEBLcw.png\" alt=\"Changing the Lead Status and Importing Into HubSpot\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/heI7CvoxJUMFLtLzvEBLcw.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>In the next page, select&nbsp;<strong>Lead<\/strong> from the &quot;Lifecycle stage for contacts in this import&quot; dropdown menu. Choose the&nbsp;<strong>Next, map your properties&nbsp;<\/strong>found at the lower right corner of the page to continue.&nbsp;<\/p>\n<p><em><\/em>Please leave the rest of the page as is, you will not need to change any other information on this screen.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hILwyil6DYCJlqTfR4dDMg.png\" alt=\"Changing the Lead Status and Importing Into HubSpot\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hILwyil6DYCJlqTfR4dDMg.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Now you will need to confirm your column labels from the .csv are mapped properly to the HubSpot property.<\/p>\n<p>Once confirmed, select <strong>Next, confirm extra options.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/kmhIdKBaB9232OqJZ7pNNA.png\" alt=\"Changing the Lead Status and Importing Into HubSpot\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/kmhIdKBaB9232OqJZ7pNNA.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>On the Email Opt-in page, select all statements as <strong>True&nbsp;<\/strong>then place your <strong>initials&nbsp;<\/strong>below in the &quot;Place your initials below to confirm&quot; box.<\/p>\n<p>Select <strong>Finish import.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sm2b7UHzE8S2SQCvPNlFJw.png\" alt=\"Changing the Lead Status and Importing Into HubSpot\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sm2b7UHzE8S2SQCvPNlFJw.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      I have completed the import\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Login to Gmail If you haven't already done so, you can create a GMass account here.&nbsp;&nbsp; Before sending emails, you will need to login to the correct Gmail account for whom you will be sending emails for. 1 I have logged into my assigned Gmail account HIT THE GMASS BUTTON NOT THE SEND BUTTON. 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