Get the most out of Swiftpage in 2008 – Part 1: Call List

Over the next several days I’ll be highlighting some of the under utilized, lesser known features you get with the Swiftpage solution.  Get the most out of your Swiftpage account – stay tuned and amp up your 2008 email marketing.

Call List and Call List Assignments –

You’ve likely heard of the Swiftpage Call List:  A ranked list of your most interested contacts based on their interaction with your email marketing campaigns, single sends or templates.  Swiftpage figures (among other things) if Jane opens her email 5 times and clicks on 3 links she is likely more interested than Joe who opens his email 1 time and clicks nothing.  If I’m a sales person, I’m calling Jane before Joe.  Pro and Team level subscribers receive full versions of the Call List and Entry and Basic members receive a lite version.

What you likely didn’t know about the Call List is that you can filter any way you like and assign portions of it to your sales staff.  Assign the hot leads to your inside sales group or top team member and assign the warm and mild leads to your call center for follow up.  Or, take the entire list and randomly assign to every team member – As each team member logs into their own account they will see an assigned portion of the Call List waiting for them to work through.

The Call List makes Swiftpage more than just an email marketing solution, it takes your results and turns them into action items for your sales team.  Start using the Swiftpage Call List and get more out of your Swiftpage account.

About Dan Ogdon

Dan has been with Swiftpage since 2006 and has a passion for delivering solutions to companies that increase the value of their product offerings. Dan is an avid fly fisherman and spends any time he can with his growing family.

6 Responses to “Get the most out of Swiftpage in 2008 – Part 1: Call List”

  1. I am a customer, Bill Pounds, and have a question. Do you plan to allow the customer to select customers from the call list that you want to send a follow up email to. For example, I have several Hot and Warm Leads on my call list; I then can choose to send a follow up email to them; however, I know some I have talked to or should not have been on the email list and would like to delete them from the follow up email. Is that possible? If so, how and if not, why not?

    Thanks from a very satisfied customer. Bill Pounds

  2. I am a customer, Bill Pounds, and have a question. Do you plan to allow the customer to select customers from the call list that you want to send a follow up email to. For example, I have several Hot and Warm Leads on my call list; I then can choose to send a follow up email to them; however, I know some I have talked to or should not have been on the email list and would like to delete them from the follow up email. Is that possible? If so, how and if not, why not?

    Thanks from a very satisfied customer. Bill Pounds

  3. Hi Bill – In fact you can filter that way. As you may know in the Call List there is a section called “Actions”. You can select an Action like – called, left VM, follow up, etc..

    In your example, select an action for those that you have followed up with and then filter your Call List by “Hots with no actions” this will only display the hots that have no action (have not been contacted) and you can then send a follow up email directly to that group.

    Great to have you a part of the Swiftpage Team!

  4. Hi Bill – In fact you can filter that way. As you may know in the Call List there is a section called “Actions”. You can select an Action like – called, left VM, follow up, etc..

    In your example, select an action for those that you have followed up with and then filter your Call List by “Hots with no actions” this will only display the hots that have no action (have not been contacted) and you can then send a follow up email directly to that group.

    Great to have you a part of the Swiftpage Team!

Trackbacks/Pingbacks

  1. Anonymous - March 7, 2008

    Excellent post. Keep it up!

  2. Anonymous - March 7, 2008

    Excellent post. Keep it up!

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