Importing lead and trial data into ChartMogul lets you benefit from our Leads and Conversion charts and ChartMogul CRM.
Here’s what we cover in this article:
- An overview of leads and trials in ChartMogul
- Importing leads and trials using an integration
- Importing leads and trials using a custom source
Resources and further reading:
- Customer & Subscription Statuses
- Make trial-to-paid conversion rates more meaningful with cohorts
- Does ChartMogul display non-paying trial customers?
Before you begin
Please review the following details before completing the steps we outline in this article.
- Define exactly what a lead is for your business. For example, is it any individual or company that interacts with your business? Only those who download specific content? Attend a webinar? Join your email list? Start a trial? Answering this question is central to defining when an individual or company enters the top of your sales funnel and, therefore, becomes a potential new customer worth pursuing.
- Familiarize yourself with the methods and locations your business uses to track leads and trials. For example, your website, your own database, free trials in your product or CSV.
- To use ChartMogul CRM, review the setup guide to familiarize yourself with importing leads and contacts.
- Familiarize yourself with the options available for importing lead and trial data into ChartMogul and decide which option works best for you.
- We highly recommend importing the date an individual or company becomes a lead and the date they start a trial into ChartMogul as soon as these occur so that you have the most accurate and up-to-date Trial-to-Paid Conversion Rate and Average Sales Cycle Length metrics.
Leads and trials in ChartMogul
Each potential future customer begins their relationship with your business as a lead. They may evaluate your product/service by starting a trial before signing up for a subscription.
Leads
A lead is an individual or organization who shows interest in your product/service and has the potential to become a subscriber. Not all leads will complete a trial, nor will all leads become subscribers. When a lead is imported, ChartMogul creates a customer record and assigns the status New Lead.
Tracking lead dates in ChartMogul enables you to use the Leads and Average Sales Cycle Length charts. These charts work once you’ve populated the Lead created at date field in customer records.
Trials
A trial is the period when a lead evaluates your product/service before becoming a paying subscriber. Not all leads complete a trial, and some begin their trial long after they become a lead.
Tracking trial dates in ChartMogul enables you to use the Free Trials and Trial-to-Paid Conversion Rate charts. These charts work once you’ve populated the Free trial started at date field in customer records.
Importing leads and trials using an integration
Review the table below to confirm the lead and trial data ChartMogul imports from your integration.
| Integration | Imports leads to create customer records | Imports lead created date | Imports free trial date |
|---|---|---|---|
| App Store Connect | Only for Free Trial introductory offers | ||
| Braintree | |||
| Chargebee | |||
| GoCardless | |||
| Google Play | Daily Sales Report only | Date imported when using Daily Sales Report. When using Payloads URL, date imported only when specified in a payload. | |
| HubSpot | |||
| Intercom | |||
| Recurly | |||
| Segment | |||
| Stripe |
Importing leads and trials using a custom source
Follow the steps below to import lead and trial data from another system (e.g., your own database, free trials in your product, CSV).
While it’s possible to manually add lead and trial data to customers stored in an integration source, any data you add manually may be lost when you re-sync that source. For more information, check your integration guide or contact support.
Step 1 — Add a custom source
Start by creating a new, custom source for the lead and trial data you’ll import:
- Navigate to Settings & Data > Sources > Add Source.
- Select Custom Source.
- Enter a unique name.
- Click NEXT.
Step 2 — Import lead and trial data
There are several ways to import lead and trial data into ChartMogul, depending on the amount of data you have and your technical expertise.
Recommended in most cases:
- Flexible CSV import — Upload a single CSV file with customers, lead dates and trial dates. Map each column to a field in ChartMogul.
Other import methods:
- API — Import a large volume of lead and trial data and keep your account up-to-date automatically.
- Structured CSV import — Import Customers to create customer records. Include lead and trial dates to access Leads and Conversion charts.
- Data tables — Add Customers to create customer records. Add lead and trial dates to access Leads and Conversion charts.
- Google Sheets — Import Customers to create customer records. Add lead and trial dates to access Leads and Conversion charts.
- Manually — Navigate to Customers > Add Lead/Customer to create a record. Then, navigate to Details to add lead and trial dates.
Step 3 — Merge customer records
When a lead converts to a paid subscriber, you may end up with two records for the same customer: one as a Lead in the source where you import leads and another as Active in the source where you track invoices or subscriptions. For accurate metrics, consolidate these records by merging them manually, using automation or using our API. Learn more about merging customers.
To merge customers manually:
- Navigate to Customers and find the duplicate customer created as part of uploading your lead and trial data. You can also find these customers using the Customers tab of the custom source.
- Click Merge.
- Choose the customer ChartMogul imported from your billing system.
- Click Next.
- Click Confirm and merge to proceed.
Next Steps
- Edit lead and trial data in bulk.
- Add individuals with a current or past relationship with your business as contacts.
- Add additional data points to your customer records for deeper insights with segmentation.
- Create automated workflows using lead and trial dates.