Swiftpage Call List Dashboard
The Call List Dashboard is an overview of all of the Call Lists you have created.
Column 1: Call Lists
Provides a list of all the Call Lists you have created, including
the default Call List “All sends in last 14 days”.
Column 2: Assigned By
Using List Management, it is possible to assign a whole or parts of a Call List to a specific user in your Swiftpage account. If a Call List has been assigned to you, the “Assigned By” column will tell you which user in the Swiftpage account assigned it to you.
Column 3, 4, 5: HOT, WARM & MILD
Using Swiftpage’s unique scoring system, you are able to quickly view how many interested recipients you have in your Call List. Hot, Warm & Mild are completely customizable fields within the Call List that rank the recipients according to how they interacted with your email campaign (ie. How many times they opened and clicked). For example: if the Call List Dashboard shows a 5 under the column “HOT”, then there are 5 very interested recipients in that Call List.
Column 6: No Mail Symbol
After sending your email campaign, some recipients may choose to “Opt-out” and not receive email from you any more. If this occurs, this column lets you know how many people Opted-Out.
Column 7: Total
“Total” is the total number of recipients in your Call List. Generally, this is the number of people who opened or clicked on an email in the specified email campaign.
Column 8: Updated
“Updated” lets you know the last time the Call List was updated. After a recipient has received your email, they can open it at any point in the future. To have the most up to date Call List, click the orange “Update” button next to this column.
Column 9: Update Button
The Update button updates the Call List by downloading any new information available from your recipient’s interaction with your email. If you have assigned a Call List clicking update will change the recipients in each assigned Call List. This happens because the Call List is dynamic.
Column 10: Delete Button
Click the delete button to delete the Call List permanently. All assignments made on this Call List will also be deleted.
Column 11: Edit Button
The Edit button allows you to re-create the Call List. This allows you to set new score thresholds, and add or remove specific email campaigns. Editing a Call List may affect the assignments in the Call List.
Column 12: Assignments Button
The Assignments button allows you to view any Assignments made for the Call List. Assignments are used to break up your Call List into smaller pieces so that different users can follow up with the recipients in the Call List. Assignments can be made by any Swiftpage account user, to any other user within that account. To Assign a Call List to a user in your Swiftpage account, click the Call List you are interested in assigning, and then click the List Management button.
Existing Call Lists
You will notice on the Call List Dashboard that two call lists are already available. These Call Lists have been provided by Swiftpage for your convenience.
"All sends in the last 14 days"
This call list provides a comprehensive call list of all of the campaigns you have sent in the last 14 days. Please ensure to click the "Update" button to receive the last 14 days. If the Call List has not been updated, then it will display all emails sent in the 14 days previous to current "updated time".
"SampleSwiftpageCallList"
This is a sample call list created by Swiftpage. This has been implemented as a training device for our customers. Please note that if the "Update" button is clicked for this call list, then the call list will be aged out, and will contain 0 contacts.
Create a Call List
To create a new Call List click on the “ Create Call List” button on the Call List Dashboard page, or from within your campaign reports.
Step 1: Select the Email Campaigns from which you would like to create your Call List. Click the Add button, then the Next button when you are ready to create the call list.
Step 2: Set the scoring parameters and scoring thresholds. Recommended defaults are provided. Either leave the default values, or customize them as you see fit. Give the Call List a name, then click “Generate Call List”.
Swiftpage scores recipients in two different ways. One way we score recipients is with a number score, and the other is a category labeled “Hot”, “Warm” or “Mild”.
Scoring: Swiftpage equates certain values to certain behaviors; in this case 40 points are awarded for the 1 st click in an email, and 10 points are awarded for the first open.
Thresholds: Thresholds give you control of which recipients are equated with each category. By default the Top 15% of scores are assigned “Hot” the Middle 25% are assigned Warm, and the Lower 60% are assigned “Mild”. You can also assign thresholds “By Status” giving these categories: “Hot” for any recipient who clicked in the email, “Medium” for anyone who opened the email multiple times, and “Mild” for anyone who opened the email once.
The Call List
Each Call List you create will look similar to the one below. Your Call List may contain multiple pages, so make sure you view your entire Call List. The Call List is automatically sorted from the highest score to the lowest score, so that you can contact your most interested leads first. By clicking on any of the column headers you are able to re-order the Call List in any way you want.
Once you have created a Call List, there are several things you can do to increase your Sales Productivity.
#1 Edit
The Edit button allows you to create or edit an “Action” which can be viewed in the first column labeled “Action”. As a sales person you will want to follow up with each of the contacts in your Call List. Once you have followed up with them you can use the edit button to track who you have called.
#2 Details
The Details button gives you details about the email templates you sent that person, and how they reacted to it.
#3 View Modes
View Modes allows you to view or hide certain columns in the call list. You are able to hide any recipients who have had an “Action” applied to them (ie. someone followed up with them). You are able to Show/Hide the Assignments column. The assignments column shows the name of the user who was assigned that particular recipient.
#4 View Current Assignments button
The View Current Assignments button allows you to see how many recipients are assigned to each user in your account.
List Management
Clicking the List Management button within a Call List will take you to the screen shown below. Call List Management can be used in Swiftpage accounts that have multiple users. List Management gives you the ability to filter the Call List for viewing and for assigning. For example, you can sort the Call List by Scores 1-50 and then assign the recipients with those scores to a certain user in your account. You can evenly distribute the Call List amongst your Swiftpage users by selecting them all at once and clicking “assign current filters”.
You can also use this screen to send a .csv version of the call list to anyone you wish, or you can send a follow up email to the Call List.
If you have any questions or concerns about the Swiftpage Call List, please contact our Support Team at 877-228-8377 or email them at support@swiftpage.com.