List
Last updated
Last updated
A list in the Ideal Customer Profile page is a curated collection of contact data that enables you to efficiently target and communicate with your desired audience through email or calls.
Lists are created by applying filters and combining specific sets of people, allowing you to reach out to your audience in a targeted and defined manner. This approach ensures better efficiency, results, and a higher chance of converting data into Market Qualified Leads (MQLs), enhancing the overall success of your account-based marketing strategies.
To run a successful campaign, the first step is to identify and target the right contacts, and this is achieved by creating a list. To ensure better results, we recommend that you apply the necessary filters first and then proceed to create the list.
To efficiently create a list of contacts, follow these precise steps:
Step 1: Selection Process
Click the checkboxes next to each desired contact to make your selection.
Step 2: Initiate List Creation
Click the "List" button.
Step 3: Pop-up Appearance
A pop-up box will emerge.
Step 4: Name Your List
Allocate a name to the list within the provided space.
Step 5: Finalize List Creation
Click the "Save" button within the pop-up box.
Step 6: Confirmation and Access
Your list is now successfully generated and incorporated into your list collection. You can easily access and manage it within the View List Tab. This process enhances your data organization and campaign efficiency.
The View Lists Tab is the central hub of our platform, providing you with a comprehensive toolset for effectively managing and visualizing your contact lists. It offers an organized view of lists, prospects, and crucial details, facilitating precise and targeted campaign management while allowing you to monitor their progress.
This tab serves as the gateway to initiate campaigns. With a simple click on the "Run Campaign" button, you are seamlessly directed to the Campaign Management Page (CMP). The user-friendly interface streamlines the campaign process, ensuring the smooth and efficient execution of your marketing strategies.
Key features include list visualization, which displays a comprehensive list of created lists, simplifying the process of locating and accessing specific lists.
Step 1: Select Contacts
Start by selecting the contacts you want to add to a list. You can do this by clicking the checkbox next to each contact.
Step 2: Access List Options
Next, click on the "List" button, which will open a drop-down menu with various list-related options.
Step 3: Choose "Add to List"
From the drop-down menu, select the "Add to list" option. This selection will trigger a pop-up box to appear.
Step 4: Select Lists to Add
Within the pop-up box, type the name of the list to which you want to add the selected contacts.
Step 5: Confirm and Add
After specifying the necessary list, confirm your choice by clicking the "Save" button. The contacts will then be added to the selected list.
You can add a contact to multiple lists as well.
Step 1: Select Contacts
Begin by selecting the contacts that need to be removed from the list. This is done by clicking the checkbox next to each contact.
Step 2: Access List Options
Now, click on the "List" button, and a drop-down menu will appear with various list-related options.
Step 3: Choose "Remove from List"
From the drop-down menu, choose the "Remove from list" option. This selection triggers a pop-up box to appear.
Step 4: Select Lists for Removal
Within the pop-up box, you'll be prompted to select all the lists from which you want to remove the contact.
Step 5: Confirm and Remove
After selecting the necessary lists, confirm your choice by clicking the "Remove" button. The contact will then be removed from the chosen lists.
