How to Use a Call List with your Drip Marketing Campaign

DMCC-Expert-Blog-PostUnless you have a 100% internet shopping cart driven business, you will need to occasionally call your customers & prospects. Yes, pick up the phone, dial it, and talk to someone live. Try it, it’s fun!


The big question is…who to call? You want your sales efforts focused on those opportunities that will likely result in a sale. The Swiftpage Call List can rank a list of contacts by their interest level based on their interactions with your campaigns. This means you can prioritize your list with the folks that are the most interested, based on their own actions. Pretty powerful stuff.

Rank & Score

Within the Call List, you can set the scoring parameters, which determine the ranking of your contacts into categories of Hot, Warm or Mild. Points can be assigned based on the first time a contact clicks on a link in your e-mail or the first time they open the e-mail, as well as subsequent clicks and opens. You can tweak those points to reflect the scoring that best meets your organization’s qualification process.

Swiftpage Call List

Divvy Up the Calls

Let’s say you have a sales team, and want to assign calls to specific sales people. As long as you have the Swiftpage’s Team level subscription, you can pull up your call list, filter the list (let’s say you just want to assign the Hot and Warm contacts) and then assign your sales representatives calls.  If there are 500 contacts on your call list and you have fives sales reps, Swiftpage will automatically assign and evenly distribute those contacts across your team with each rep getting 100 calls. You can then e-mail that call list to your sales representatives right from Swiftpage, or you can sync that call list to your database if you are using ACT! or SalesLogix.

Swiftpage Call List

Keep it in Sync

You can manage the call list online, and/or you can manage it through ACT! or SalesLogix. In ACT! 2010, go to the Marketing  Results tab. (ACT! 2009 and earlier users would go to the Swiftpage Snapshot tab) and click on the Call List section. Now click the Online Call List button. This takes you to the web page with your Call List. Apply the Call List filters and assign the calls to one or more of your Swiftpage Users. Now back in ACT!, click the Sync to Online Call List button. Now you are viewing your Call List assignments right in ACT!. No need to leave ACT!, just scroll through the Call List, and, well, make the calls, making sure to Record History with the outcome of the calls. You can also click the Lookup button and Swiftpage will create an ACT! lookup of the contacts in your Call List, sorted by their Call List scores. This same type of functionality is available with SalesLogix, I just talk about ACT! because I am an ACT! Consultant!

Back to Basics

Drip marketing and e-mails are certainly effective ways of communicating with your customers & prospects, but the power and effectiveness of those live, personal connections cannot be underestimated. Knowing who to call is critical for you to make the most of your selling time – Swiftpage’s Call List feature, used with your drip marketing campaigns gives you that important information.

Call Lists with Drip Marketing Video

If you’d like more details and examples on how to use Swiftpage’s Call List features with Drip Marketing, you can watch the full webinar recording by clicking here>>

What You’ll Learn from the Video:

  • How to close more sales by following up with your hottest leads.
  • How to automatically create Call Lists based off of your email campaigns.
  • How to assign all or portions of your Call Lists to specific sales reps.
  • How to use your Call List directly from your database.

Post Contributed by Stacy Roach, Power of 3 Consulting

How to Use a Call List with your Drip Marketing Campaign

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