The first step when launching an email campaign is to generate lists (segments) from the information contained in the Lead Details page (see section 2-Leads, lists and profiling (understand Lead Details page). Our List management tool will target Lead/customer attributes' (demographic profile,...), the history of past behaviour and interests (custom fields) that are contained on the Lead Details page.

Create a list (segment)

1. Click Leads.

2. Select Leads / Customers.

3. Select List Management.

4. Click Add.

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 a segment.

The Create a segment screen appears.

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 filter to choose your selection criteria for your filtered list or segment.

The following screen appears:

10. Click on the arrow to open the drop-down menu. Here you have a list of the Lead/Customer Attributes, the Custom Fields and the lead history on which you can segment or filter your leads. In our example, we will choose the men who reside in 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 Male.

14. Select again Add a filter to 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.

2. Click the 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 as 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.

Filtered lists are live and evolve over time. For example, this allows to create a list that targets the dates of your employees’ birthdays and to attach a marketing campaign that sends an email on the entered date. Subsequently, if a new employee is added to this list, the name will be automatically added to the filtered list and will receive the birthday email.

How to identify your filtered lists?

You can identify the filtered lists from the Leads menu, either from:

1. the Leads tab

2. the List Management tab.

Leads Tab

3. Open the drop-down menu for Select a list.

4. PUBLITRAC displays the lists in order of type of list, and then, for each type of list, in alphabetical order. The types of lists are displayed in the following order:

Filtered by default (Duplicates, Unsubscribed Leads, Bounced Emails, Followed Leads, Better Leads, Contacted by telephone, contacted by the web site, contacted by Chat)

List (imported or empty lists)

Filtered list

Segments