In this article, we'll show you how to create lead groups to help you target your marketing campaigns more effectively.
Step 1: Navigate to Leads
Step 2: Access Lead Filtering
Click on "Filter By" located next to the search bar in the top right corner of the Leads feature. Then, select "Add new view."
Step 3: Create Lead View Conditions
In the "Create View" menu, set conditions for leads who should be included in the list. For example:
- In the first section, we have a filter for the lead stage "Contact 1st Attempt," which displays all leads that have had an initial contact attempt made.
- The purpose of the "Contact 1st Attempt" stage is to help you track leads that have been initially reached out to. It allows you to easily see which leads have been contacted for the first time, helping you manage follow-up actions and move them through the next stages of your lead management process.
- In the second section, "And match ANY of these conditions," additional conditions can be added to further refine the leads list. Leads will be included if they match any of these conditions, even if they don’t meet all the criteria.
By following this example, you can create different lead groups based on your needs, such as follow-ups for won leads, converted leads, lost leads, and more.
Step 4: Name and Visibility
Add a name for the lead view that reflects the conditions set. Choose whether the view will be visible only to the creator or to all users in the account.
Step 5: Save the View
Once satisfied with the conditions and settings, save the view by clicking on "Save" in the bottom right corner of the "Create View" menu.
By following these steps, you've successfully created a lead group or view in Pabau. This lead view can now be used for targeted marketing campaigns, such as reaching out to specific leads for follow-up or sending offers to leads based on their status.
Step 6: Use the Lead Group in Campaigns
You can now use this lead view when choosing the audience for your newsletter or SMS campaigns. To do so:
- In the left sidebar menu, click on Marketing, then click on Leads.
- Start creating a new email campaign, or create a new SMS campaign.
- After completing the fields in the Settings and Design tabs, proceed to the "Audiences" tab.
- When selecting the audience, choose "Leads."
- Click on "Lead Groups" and select the lead group you just created.
- Proceed to send the campaign.
By following these steps, your campaign will reach only the leads included in the lead group, allowing you to precisely target your audience for maximum impact and engagement. Regularly update lead views to align with changing marketing strategies and business goals.
NOTE: In addition, we suggest reading our Lead Broadcasts article for a more in-depth exploration of this topic.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.