About this video

This video uses sample data, not real Salesloft data. BillionVerify is not affiliated with or endorsed by Salesloft. File verification needs a paid account.

Video transcript

1. 00:00Why the check comes first

   A Salesloft CSV takes 5,000 records at most, and one column can drop each person straight into a team cadence. So verification has to happen before you build that file. Salesloft's help center has a page called Email Validation Resources. Its advice is short. Timing is the reason. An email step is complete as soon as it's sent, and the person moves on. The bounce comes later, so it shows up against the following step. What happens next is up to your team. This checkbox sits in each cadence's Automation settings, and it's optional. All of that happens after the send. So check addresses before they become People.

2. 00:45Verify the list

   Start in File List Verify, and choose your CSV. The screen shows unique emails and credits, so you know the size before you click Verify. These bigger lists are samples, not Salesloft data. You get a count for every status. Filter to the statuses you'll use, and export.

3. 01:02Build the CSV

   Now build the import. Salesloft takes 5,000 records at most, and recommends 1,000 for best performance. Bigger lists get split. Each row needs at least a partial name, plus an email or phone. Save as UTF-8. Write dates as year, month, day. Pipes, accents and tildes aren't supported, so clean those first.

4. 01:24Add cadence IDs

   Here's the useful part. Add a column named Cadence, and paste a team cadence ID on each row. On import, that person joins that cadence. You'll find the ID on Cadence Settings, under the name. Now the IDs do the sorting. Valid takes your main cadence. Catch-all takes a smaller cadence with fewer touches. Role takes one written for shared inboxes. Keep unknown out for review. Invalid and disposable don't go in the file. Three limits apply. It only works with team cadences, not personal ones. A row with no ID still imports, without a cadence. And an Assignee column needs Cadence mapped too.

5. 02:04Complete the import

   On the People page, click Create People, then Import from CSV. Cadence maps to Cadence ID. Only map columns that exist as Salesloft fields, so our verification columns stay out. Errors appear at the top of Complete Your Import, each with a reason. Hide Errors finishes without those records. With Cadence mapped, your only button is Finish Import and Add to Cadence, and people start at day one, step one.

6. 02:30Clean up bounces

   For bounces that got through, filter the People page by Bounced, export, fix the addresses, and re-import. Verify the new ones first. No good address? Do Not Contact keeps that person out of every cadence.

7. 02:43What it costs

   For pricing, a valid, invalid, catch-all or role address uses a credit. Unknown, bad syntax and disposable are on us. File List Verify needs a paid account, and a credit purchase of any size switches it on.

8. 02:56Get started free

   20 free credits every day you use your account, up to 600 a month. No credit card required. Start at billionverify.com.

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