How to identify import and/or enrollment errors
Leads or contacts that fail to auto import or auto enroll into AI Email (AIE) from Salesforce have an AIE status of Unsynced, Import Error, or Enrollment Error.
Import errors
There are two types of leads or contacts that will not be pulled into AIE; they will appear either as Unsynced or as Import Error.
Unsynced leads or contacts
Missing first name
Missing email
These are also known as the import errors that are typically flagged during manual CSV import. AIE pulls from Salesforce every 15 minutes, and leads that have not been pulled but meet your campaign’s specified criteria will also reflect as Unsynced. It is currently not possible to differentiate between the two.
Import error leads or contacts
Invalid first name (first names that are only digits)
Invalid email format
Duplicate lead
Lead already exists in AIE
Recommended actions for unsynced or import errors
The recommended action to take for Unsynced leads or contacts is to resolve them within your Salesforce to allow the sync to proceed.
The recommended action to take for Import Error leads or contacts is to locate the unimported leads using Import History, resolve the errors, and re-enroll the leads using a CSV import into AIE.
Enrollment errors
Enrollment errors have the AIE status of Enrollment Error in your Salesforce.
Enrollment Error leads or contacts
Lead has an ongoing conversation
Lead was in current campaign
Lead was in current topic
Missing value for merge tag without fallback
Recommended action for enrollment errors
The recommended action to take for Enrollment Error leads or contacts is to locate the unenrolled leads using Enrollment History, resolve the errors, and re-enroll the leads into your campaign.