The first step when launching a campaign is to generate lists from the profiles contained in PUBLITRAC (page Details lead) by targeting the history (past behaviors of leads on your digital assets), attributes (socio-demo profile,...) and the specific interests (custom fields) you want. Our lead management tool enables the creation of lists, focusing strictly on targeted interactions for all the profiles contained in your database.
- Navigate to the Leads tab.
We remind you that the images presented in this overview come from our demo account and that you must choose a lead from your account or email if you want to reproduce these steps.
2.Select Leads/Customers.
3.Click Add.
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The screen displaying below will enable the creation of a new list.
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The screen below appears.
6. Select Create a segment.
The screen below appears. You can select a filter containing values sought for your lead. These values come from the Lead Details page containing all the information aggregated on your lead. Note that this information is 'live', which means that they improve as the lead will do actions on your digital assets. Our list segmentation tool displays the filters and allows you to easily select from the button Add a filter.
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7. Name your Segment.
8. Click Add a filter.
Available filters are, in order, the customer attributes, custom fields, the history of the lead and a section. Here is the complete list. Custom fields are empty on this list because they are specific to your account.
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9. In our example, we click on the 
to open the drop down menu and look for the section Lead/customer attributes.
10. Then the attribute Gender has been selected.
11. We have identified Female as the gender.
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You can also add a filter that will take into account the history (past behaviors) of your lead (last visited, web page visited, e-mail clicked,...).
12. Click Add a filter.
13. In our example, we will add a History filter allowing us to follow a past behavior of the lead. Click on the to open the drop-down menu and look for the Lead History section. Click Web page visited.
14. Then we select the en /blog page (the web page /en/blog will be followed).
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In addition, PUBLITRAC allows you to filter based on the interests of your leads from the option Custom fields (interest for coffee, Auto color,...).
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15. Click on Add a filter.
16. Click on the to open the drop-down menu and look for the section Custom fields. Select, Interest for. This field is just as an example. Being a custom field, this one is specific to our demo account.
17. Select the interest Coffee.
18. Click on Save.
To learn more about our List management tool, we invite you to consult the 2-Lead / list management section on our support center.The Leads / Customers screen brings together the profile of individuals registered in your database. In this screen you can:
- Manage your leads: allows you to view a lead's profile, add, merge or delete leads and more.
- Manage your lists: allows you to import lists, create a segment or filtered list, merge lists, assign a list to a seller and more.
Consult the articles in the 2- Leads and profiling category (Leads / Customers, Unidentified Visitors, Import) for the procedures to follow and all the details on this tab.
PUBLITRAC'S strength is that the information collected is all associated with individuals who have had interactions with your digital assets (unlike Google Analytics, for example, which presents 'anonymous' statistics derived from IP addresses). Thus, your campaigns will be addressed to individuals on which you will have accumulated information based on their history (past behavior on your digital assets), their attributes (socio-demo profile, ...) and their specific interests (personalized fields) .
The first step in order to launch a campaign is to profile your customer database so you can extract a list which will contain your leads. You can easily segment from the profiles contained in the relationship marketing platform by targeting according to history (past behaviors of the lead on your digital assets), attributes (socio-demo profile, ...) and specific interests (custom fields). Our lead management module allows you to create segments, by strictly targeting the desired interactions, and this, for all the profiles contained in your database.
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