List Segments
In order to send Blast emails, companies need to create List Segments to organize their leads. These segments can contain both internal and external leads and can be exported, edited, or deleted at any time.
To Create a List Segment
Open the platform.
In the navigation menu, select the Lead Nurturing tab. When the submenu opens, select the List Segments tab.
Select the Create List Segment button in the top right of the page.
In the modal window that populates, type the List Segment Name and select the Create List Segment button to save.
Select the Advanced Search button.
When the user is delivered to the Advanced Search page, a date range filter and the following options will be present:
Filter By Application: Users have the option of filtering their search results by which module the lead converted through -- Schedule Genie, Spotlight, Income Calculator, Best Price Now, Chat, or External Import.
Filter By Prospect Questions: Users have the option of filtering their search results by how the leads answered the qualification questions.
Not Already Added to Existing Segment: Users have the option of filtering their search results by locating the leads that are currently not on any or any specific List Segment.
Opted In To SMS: Users have the option of filtering their search results by leads that have agreed to have SMS messages sent to them for appointment reminders, Text Us Now conversations, or Lead Nurturing messages.
Select the filter options as needed and select Search at the bottom left. If there are no leads that match the selected filters, a message will populate letting the user know that the search did not yield results.
Upon save, the user is delivered to the Advanced Search Results page. Click into the List Segment dropdown and select the segment created in step 4.
Click the Add to List Segment button.
User will be redirected to the individual List Segment page.
Ensure that the toggle is set to Active so that it can be used for Blast emails.
To Edit a List Segment
Open the platform.
In the navigation menu, select the Lead Nurturing tab. When the submenu opens, select the List Segments tab.
Select the segment that needs to be updated by clicking either the segment title or the pencil icon.
To update the title of the List Segment, click into the Title field, update the title, and select Save.
Select the Remove button to the left of any lead that is not needed on this list.
When the modal window populates, select Confirm. The lead count decreases to include the updated number of leads.
Remove individual leads via the Remove button within the list.
Open the platform.
In the navigation menu, select the Lead Nurturing tab. When the submenu opens, select the List Segments tab.
- Select the trash can icon to the right of the list's title.
- When the modal window populates, select the Delete List Segment button.
Open the platform.
In the navigation menu, select the Lead Nurturing tab. When the submenu opens, select the List Segments tab.
Select the list that needs to be exported by clicking either the segment title or the pencil icon.
In the top left below the list's title, select the Export button.
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