Fields
Fields are used to store the information (name, address, age...) associated with each lead and are used in Screen Layouts to control what and how information is displayed from each lead.
Fields are owned by a Campaign Template and as such are shared by all Campaigns and Screen Layouts that belong to the same Campaign Type.
User Fields
If you create a new Campaign Template when importing a set of leads, a Field will be automatically generated for each column in your CSV (Excel) file. The field name is taken from the column heading in the CSV file.
Each field has a 'Display Type' associated with it which controls how it is displayed when used in a Screen Layout. The available set of display types are:
- Check box
- Date
- Drop list
- Phone Number
- Radio
- Text
- Text Area
When you first create an new Campaign Template during an import each of the fields will be initially defined as a 'Text box' field. You can modify the Display Type via the Field editor. Select the field you want to modify from the top lest and then change the fields settings in the bottom section of the page.
Field Lists
Some field types such as Drop list and Radio allow you to provide a list of values that the Agent can select from when entering data whilst on the phone to a lead. These are handy when you want to select from a defined set of options such as a persons income range, their age range, sex or marital status. To create the list select the appropriate Field Type and click the Edit button. Create the list of fields you want displayed. Note: you can control the order the list items are displayed in by dragging and dropping a list item as explained for fields in the Exporting section below.
Exporting
The order that fields are listed on this page controls the order that the fields will appear in Excel when exported. You can change the order of the fields using drag and drop.
To change a fields order. Click and hold the field then drag it down to a location between two other fields. Let go the of the mouse button and in a moment the list will be redrawn with the field in its new location.
Duplication Points
When check the 'Enable Deduplication' on the Campaign Template 'Details' tab you must set a 'De-dupe Threshold' and allocate Deduplication Points to one or more fields.
We recommend setting the 'De-dupe' threshold to 100 and then assign 100 points to all phone and email fields.
You may also want to assign points to fields such as Firstname and Surname. Whist individually each of these fields are enough information to assume a lead is a duplicate when combined with something like post code they may be considered a duplicate.
To express this relationship you can award Depuplication Points to each of these fields as follows;
FirstName: 40
Surname: 40
Postcode: 25
If a lead matches on all of these fields (against one of the leads in the De-Duping Campaign) then the total points accumulated will be 105. As this equals or exceed the De-deping threshold then the lead will be considered a duplicate.
You can add points to any number of fields and if the accumulated value of all the fields equals or exceeds the threshold then the lead is considered a duplicate.