How to Create Lead Segments

How to Create Lead Segments


Adit will allow you to create segments for Leads. Once a segment is created, practices can use them to follow ups, mass texts and email campaigns


Lead Segments


There will be a set of pre-defined segments created by Adit. You will have the option to create custom segments which will show under ‘Practice Lead Segments’.




Adit Lead Segments


Segment

Filter

Open Leads Created in the Last 30 Days

Stage = Open ; Created Date = Last 30 Days

Open Leads Created in the Last 60 Days

Stage = Open ; Created Date = Last 60 Days

Open Leads Created in the Last 90 Days

Stage = Open ; Created Date = Last 90 Days

Untouched Open Leads

Stage = Open ; Last Outgoing is BLANK

Open Leads untouched in the Last 60 Days

Stage = Open ; Last Touchpoint is OLDER than 60 Days

Hot Open Leads

Stage = Open ; Temperature = Hot

Warm Open Leads

Stage = Open ; Temperature = Warm

Open Leads created from Calls

Stage = Open ; Created From = Call Intelligence OR Call Tracking OR AI Agent

Leads lost due to slot unavailability

Stage = Lost ; Reason for Lost = Preferred Slot Not Available

Leads lost due to pricing enquiry

Stage = Lost ; Reason for Lost = Pricing Enquiry

Leads lost due to availability enquiry

Stage = Lost ; Reason for Lost = Availability Enquiry



Adit Lead Segments - Available Filters



You can pick and choose any of the below filters to create custom segments


  1. Stage - Multiselect option between Open, Not Relevant and Lost

  2. Temperature - Multiselect option between Hot, Warm and Cold

  3. Lead Source - Multiselect option between all enabled Lead sources for the location

  4. Created From - Multiselect option between the modules in Adit like Call Intelligence, Engage, Quick Actions, CRM etc

  5. Created Date - Time filter based on profile created date

  6. Lost Date - Time filter based on Lead Lost date

  7. Lost Reason - Multiselect option between all available Lost reasons like Insurance Not Accepted, Price Enquiry, Preferred Treatment Not Available etc

  8. Last Incoming - Time filter based on last incoming Call or SMS

  9. Last Outgoing - Time filter based on last outgoing Call or SMS

  10. Last Touchpoint - Time filter based on last incoming or outgoing Call or SMS



How to send an SMS/Email to the the Lead Segments


You can click the action button against the segment to send an SMS or an email



You have the option to add variables and to update the content before you send an SMS



You have the option to add variables and to update the content before you send an email



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