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Campaign segmentation
Introduction
The Quicklists feature offers a convenient method for efficiently generating intermediary campaigns. As the name indicates, this feature allows you to quickly build lists by selecting desired leads from different campaigns. It proves especially beneficial when prioritizing specific leads for immediate outreach.
Quick Lists also allows you to filter leads across campaigns. This enables you to collect leads across different campaigns and combine them into a Quicklist, which you can prioritize while dialing.
Please Note: Agents need to create their own Quicklist, it is not possible for Administrators to create Quicklists for agents.
Create a quick list
1. On the left hand menu, click on Dialer.
2. At the top, click on Quick Lists field.
3. If it is your first quick list, click on +Create your first lead list. Otherwise, click on the Create button in the top right corner and select the Quicklist option.
4. In the name tab, insert the desired Quick List name.
5. In the What campaigns do you want to add from? dropdown select at least one or more campaigns you want to select leads from, to be added to the quick list.
6. Click Create once you added the name and selected the campaigns.
Add several leads to the quick list
Once you created the list, you should add the desired leads to the list.
1. In the same Quick Lists screen, click on the three dots on the right side of the list.
2. Select the Add leads option.
3. You will be presented with all the leads available to choose from (based on the leads within the campaigns you selected for this list).
4. On the right side of the screen, you will find all the different filters you can apply to the leads.
For example, if you want to add all the leads with the least contact attempts, as you want to prioritize them, you could add a criteria Contact attempts < 3:
5. Add all the criteria you wish to apply.
6. Once all the criteria have been added, click Add leads in the top right corner of the screen.
7. You will be presented with the screen as shown in the picture below, click Add xx leads to proceed.
8. Once all the leads have been added, you can press Start dialing, to proceed straight to the dialer, and start dialing the leads from your created quick list.
You can access your quick lists anytime through Dialer -> Quick Lists. By clicking on the desired quick list, you will automatically be redirected to the dialer and start calling the leads within the given quick list.
Adding leads to the list through the Warehouse
1. In the left sidebar, click on Warehouse.
2. Select Leads option.
3. Apply the desired criteria/filters in the section on the right.
4. Once the criteria/filters for the leads to be applied to a quick list have been added, click Actions.
5. From the dropdown menu, select Add to Quick List.
6. Select the Quicklist you want to add the leads to.
7. Click on the Add leads button, and now you can find the quick list with the selected leads in the Dialer, ready to dial!
You can always add new leads to the previously created Quick list.