Create a Lead List

Lead lists allow you to strategically segment your leads when sending workflows. Using data gathered when the lead was created, you can create segments around the lead source, event type, services, preferred facility, and more.

Upon setup, the Lists table will contain a handful of pre-populated Lead Lists, ensuring that you have the right building blocks to get you started.

These include:

  • All Open Leads
  • All Open Leads, Patient Inactive
  • All Closed Lost Leads
  • All Closed Won Leads
  • All Replied Leads

How to Create a Lead List

In this example, we are going to create a list of all leads who signed up for our Free Wellness Screen who matched to an existing inactive patient record. Essentially, we are creating a list of patients who are reactivating so that we can send them a specific set of lead workflows. These workflows are different from those for leads who signed up for the Free Wellness Screen that are not past patients. These types of lists are especially helpful if you are working with only one landing page. Let’s get started.

To create a list, open the Campaigns drop-down and click Lists.

In the Lists page, select Create List and then Create Lead List from the top right corner of the page.

In the Tell Us About Your List section, enter a Name and Description for the list. Be as clear as possible with your list name and description, as these will help you differentiate lists going forward. List names and descriptions will only be visible to other users within your organization with access to Reach; leads will never see this information.

Next, add in the first Property, along with its Operator and Value, to begin segmenting your Lead population. See List Properties for more information. For this example, we only want to look at leads who signed up on our Free Wellness Screen landing page.

Let’s continue building our list by clicking Add Filter. When using a filter, you are adding AND logic, which will reduce the number of leads that match the criteria. This is because the lead must meet all of the criteria specified to be included.

For example, the filters used below will generate a list of leads who have patient records in Reach that are inactive. For a lead to be included in this list, three facts must be true:

  1. The lead must have signed up through the form included in the landing page titled: Free Wellness Screen.
  2. The lead must be tied to a pre-existing patient record.
  3. The lead must NOT be tied to a patient record that has the status of active.

Let’s save this list and look at another example.

Now, let’s say you want to build a list composed of leads who are interested in either your Personal Training or your Massage services. We will create this list using the Add Parameter button. Parameters incorporate OR logic, which is more inclusive and will increase the number of leads that match the criteria because only one variable must be true.

For example, the filters used below will generate a list of all Leads who are interested in Personal Training OR Therapeutic Massage. For a lead to be included in this list, only one of the parameters must be true.

Remember: Add Filter = Exclusive, Add Parameter = Inclusive.

Once you have selected all the necessary filters and parameters for your list, click the Save List button to save.

You now have a list of leads that can be specifically targeted based upon their unique attributes that have been collected through your lead form or uploaded via the Lead page. If you don’t have any leads in the system, you won’t have any contacts listed on the detail page. If your list continues to be blank even after you’ve begun generating leads, you may want to check your filters and parameters.

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