The first step when launching an email campaign is to generate lists (segments) from the information contained in the Lead Details page Lead Details (see section 2-Leads, lists and profiling (understand page Lead Details page). Our list List management tool will target Lead/customer attributes' (demographic profile,...), the history of past behaviour and interests (custom fields) that are contained on the page Lead Details page.
Create a list (segment)
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The Lead screen which 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 Create a segment.
The
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Create a segment screen appears.
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6. Complete the Name field*.
7. Complete the Description field if you want a specific description for your list. This field is optional.
8 Check the Assign this segment to 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 appears:
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10. Click on the arrow to open the drop-down menu. Here you have a list of the Lead/Customer Attributes, the
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Custom Fields and the lead historyon which you can segment or filter your leads. In our example, we will choose the men who reside in
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Montréal.
11. Choose the Gender attribute in the drop-down menu.
12. Select the operation to apply to your attribute (equal to, not equal to, is empty, is not empty, etc.)
13. Choose the value of your attribute. In our example, we have a choice between All, women and men. So we choose
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Male.
14. Select again Add a filterto add your city filter.
15. Select the City attribute.
16. Select the equal operation.
17. Enter the desired value for the city, in our example, we chose Montréal.
18. Save your selection and your segmented list is now accessible.
Create filters by Region
1. Select Region in the Attributes Lead/Customer filter.
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2. Click the
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Is option.
3. Enter the name of the region (in the example below, Downtown Montreal North). You can enter the first 4 letters of the desired region and the choices will appear.
4. Click Save.
TIPS
- · You cannot include more than four Custom Fields (fields that you have created) on a filtered list, but you can use as many Attributes and History you want. This restriction is due to the fact that the Custom Fields are not native (default fields) in PUBLITRAC, but tailored to your needs. Therefore, they are subject to certain database restrictions. For more details on custom fields, see Settings / Configuration / Custom Fields.
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