Embedded Files
Overview:
1. Lead Selection:
Users can choose the lead campaign type and lead type based on current available leads.
As of now, the report focuses on PeerSpot leads until the intent leads from the Integrate platform are implemented.
2. Campaign Type Selection:
Users can decide whether to deliver leads to an intent campaign or a PeerSpot campaign.
3. Lead Filters:
Utilize various filters like categories, company sizes, geographical location, industries, job list, and domain list.
In the absence of a specific job title list, the default one is applied.
4. Duplication Handling:
The upper table displays the count of unique leads, while the bottom table includes all leads, considering the possibility of duplicates.
5. TAL and Suppression:
Consideration of Target Account List (TAL) and suppression filters when calculating available leads.
7. Vendor Exclusion:
Automatic exclusion of leads from the campaign vendor and competitors.
8. Exclusion of Unwanted Job Titles
Analysts, consultants, and other specified categories are excluded from the leads.
By choosing “Intent” in the “Campaign Lead Source” filter, and choosing “Website” in the “Lead Source” filter, you’ll get a list of active intent leads campaigns that you can deliver website leads to.
By clicking on the cell “Available Leads” in the campaign table, you’ll see the list of leads you can deliver to that campaign.
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