3.1 Leads/Customers

You will find in this section all the information related to managing leads/customers and lists:

• 3.1.1 Leads
  • What is a lead?
  • How do I create a lead?
  • How do I modify a lead?
  • How do I delete a lead?
  • How to merge leads?
  • How can I filter my leads/lists?
  • How do I export my leads or one of my lists?
  • List of valid languages for leads
  • How can I unsubscribe many leads at once?
  • Can a lead receive the same email twice?
  • What is the difference between a lead, an anonymous visitor and a prospect?
  • The number of leads present in your activated lists versus the number of leads who received your email.
  • What is the difference between Lead Source, Original Source and Original Source Category?
  • How is the Original Source field populated?
  • What are the lead fields values available by default in PUBLITRAC?
  • Where can I find information on my leads?
• 3.1.2 List management
  • How do I create a list?
    • How do I create an empty list?
    • How do I create a filtered list?
  • How do I modify a list?
  • How do I archive a list?
  • Preparation of a list of leads to be imported
  • How do I import a list of leads?
  • Explanation of lists that are present by default
  • How do I add a lead to a list?
  • How do I create a list for a test group?
  • Assign a list to one or more sales rep
  • Run a mass update on leads in a list
  • Unsubscribed list
  • How to convert a .CSV file to an .XLSX file and vice versa?
  • How can I create an internal employees group that will receive a copy of all emails sent to our database?
  • When I delete a list, are the leads on that list also deleted?
  • Is it necessary to import a new complete leads list when some modifications to a few fields are required?
  • Do archived lists affect the total number of contacts?
  • How do I export a list?
  • Understanding how leads lists work
  • What is the impact when I reimport leads in an existing list?
  • How do I merge lists?