List Data Manager gives you the ability to manipulate and move data that’s been previously loaded into the system based on a wide range of custom criteria. You can also deactivate and activate data within lists via this page.
Please select the images for a more detailed view.
Fig 1. How to locate the List Manager page.
When first opened, you are presented with the default view which is to return all ‘Active Lists’ (those having the 'Active'’ check box ticked in List Admin). The page will also do a count of all the leads that exist in each of the active lists. If there is a large volume of data, it may take some time to populate.
Its important to note that the data returned here is data that has been loaded into the list – it will not show what is currently eligible.The data returned here is a snapshot of the data at the time of viewing the page. If there is regular loading of data and a lot of time is spent on this page, it might be beneficial to refresh the page with the refresh button from time to time.
Page Settings
There are a series of settings at the top of the page that can be changed by you.
Fig 2. The settings at the top of the List Data Manager screen.
| List filter | All - Changing the drop down to 'All' will show you all the Lists that have been created within the system. Running - This will display all lists currently in a running campaign. Not running - This option displays all lists currently not running/in running campaigns. Active - This is the default view that the page will open to. It shows all currently Active Lists. Inactive - The Inactive selection will return all Lists that currently have the check box ‘Make Inactive’ checked in List Admin. |
| Max Leads Per List | You can enter a value in here to limit the number of records being affected when either moving, deactivating or reactivating leads. |
An example of using Max leads per list;
Following a particularly large import of data such as 100,000 records; you could use this to move the top 10,000 records to a new list. You could then repeat this another 9 times to now have 10 lists each containing 10,000 records in each. Managing smaller lists is often easier and more effective than managing large lists of data.
| Action | Move - Moving a lead will remove from the list it’s in currently into the chosen list. Moved leads are not duplicated, the actual lead is moved and will no longer appear in the original list. The Move Inactive (Final) Records check box only appears for this setting and determines whether leads currently marked Inactive will be moved or remain in place when you complete a move action. The Flush affected Campaigns check box will appear for this option. It removes any numbers from the selected data from the call buffer so the system doesn't call it from the wrong list as the move will have taken place. |
| Deactivate - Deactivate a Lead will make the record ineligible, so it will no longer be able to be called by the system. This is a reversible action, deactivated leads via this method can be reactivated using the reactivate leads function explained further on in this guide. This is useful to deactivate leads you don’t wish to call at the minute. This may be people in a certain postcode area for example, due to something happening that is affecting contact rates or removing none criteria data to improve conversion rates. The Flush affected Campaigns check box will appear for this option. It removes any numbers from the selected data from the call buffer so the system doesn't call it after the deactivation has taken place. | |
Reactivate - Reactivate leads will only return leads that have been deactivated by a deactivate action (as detailed previously). It’s used to reverse the actions you competed during the deactivate leads action above. You are still able to use criteria for your reactivation as well – you might currently have 10,000 deactivated leads that are low priority, you could reactivate 5000 of them only using this feature. It’s not intended to be used to reactivate leads that are not active due to other reasons. To reactivate leads that have hit the maximum specified number of attempts or due to being marked as a final outcome for example, you’ll need to go to the Record Management page. |
| Advanced filter |  | This icon changes the filter settings available from the basic quick actions to the more advanced rule options | |
| Refresh icon |  |
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Main page
Fig 3. The main page with Available sections, Lead figures & filters and Templates highlighted.
Available lists
The Available Lists section on the left of the page is the filtered view of calling lists that meet the criteria you’ve selected in the Filter drop down (All/Active/Inactive). It shows the total number of leads that are in the list and the number of leads that meet the criteria of your filter (when you first open the page, there is no filter applied – so the numbers will match).
You can click on a single list or multiple lists using the left mouse button – there is no limit to the amount of lists you can select. Clicking a list will highlight it, clicking it again will reverse the selection.
Lead figures & Filters
The boxes in the centre will show you the volumes of data you’re working with. As you apply filters to the data, numbers in some of the boxes will change to reflect the impact your filters have had on the data. Both quick action filters and advance filters will affect the figures here.
Templates
Here you can create your own templates to save on the page. These can be used anytime after creation and when selected, will automatically change the page with the desired filters applied. The templates can be edited if required.
Using templates example;
If you are calling certain postcode areas on a regular basis, you can create filters for those areas to speed up the process of moving/deactivating/reactivating of data as you wont have to reselect filters every time. Simply select the template and the system will do it for you.Fig 4. Selecting a template from saved templates.
 Using List Data Manager to organise your data |