The first step when launching an email campaign is to generate lists (segments) from the information contained in the page Détails Lead Details (see section 2-Leads, lists and profiling (understand page Lead Details Lead)). Our list management tool will target attributes leadLead/customer attributes' (demographic profile,...), the history of past behaviour and interests (custom fields) that are contained on the page Lead DétailsDetails.
Create a list (segment)
1. Click Leads.
2. Select Leads / Customers.
3. Select List Management.
4. Click Add.
The Lead screen which
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appears presents the methods that enable the generation of your lists: you can create a segment from the information contained in your lead’s profiles, import a list, or create a list from scratch.
5. Select create a segment.
The create a segment screen is displayedappears.
6. Complete the name Name field*.
7. Complete the Description field if you want a specific description for your list. This field is optional.
8 Check the assign Assign this segment to salespersons salespersons box if you wish that the leads present in this list be automatically assigned to the associated salesperson.
9. Select Add a filterto choose your selection criteria for your filtered list or segment.
The following screen is displayedappears:
10. Click on the arrow to open the drop-down menu. Here you have a list of the Lead/Customer Attributes, the custom fieldsand the lead historyon which you can segment or filter your leads. In our example, we will choose the men who reside in Montreal.
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