Managing Lead Groups in Campaigns

Managing Lead Groups in Campaigns

Managing Lead Groups in Campaigns


Info
Lead Groups allow you to organize campaign leads into logical categories such as location, region, or priority. This helps improve lead distribution, tracking, and campaign performance management.

Step 1: Navigate to the Lead Group Tab

From the Campaigns module, click on the Lead Group tab in the top navigation bar.
This section is where all lead groups for a campaign are created, viewed, and managed.


Step 2: Review Existing Lead Groups

On the Lead Group page, you can see a list of all configured lead groups with the following details:

  1.     Date – When the lead group was created
  2.     Group Name – Name of the lead group (e.g., New York City, Texas)
  3.     Count – Number of leads assigned to the group
  4.     Actions – Options to edit or delete the lead group

Reviewing this list helps ensure leads are properly organized and distributed across campaigns.



Adding a Lead Group


Step 1: Click Add Lead Group

From the Lead Group tab, click the + Add Lead Group button in the top-right corner.

This opens the lead group creation window where you define the group name and assign contacts.


Step 2: Enter the Group Name

In the Group Name field at the top of the window, enter a clear and identifiable name for the lead group (for example, a city, state, or campaign segment).

A meaningful group name makes it easier to manage, track, and assign leads during campaign execution.



Step 3: Choose the Contact Source

Below the group name, select the contact source using the tabs:

  1. Core App Contacts – Leads captured directly within the application
  2. CRM Contacts – Leads synced from the CRM system

Click the appropriate tab based on where your leads are stored.
Selecting the correct source ensures you are adding the right contacts to the lead group.


Step 4: Select Contacts for the Lead Group

From the contact list:

  1.  Use the checkboxes to select one or multiple contacts
  2.  Review contact details such as Name, Email, Lead Source, DOB, Created Date, and Phone

Only selected contacts will be included in the lead group and available for campaign calling.


Step 5: Save the Lead Group

After selecting the required contacts:

  1. Click Save to create the lead group
  2. Click Cancel to exit without saving changes.
Saving confirms the group and immediately updates the lead count in the Lead Group list.

Step 4: Enter Lead Group Details

In the Add Lead Group screen:

  1. Enter a Group Name
  2. Assign leads to the group (if applicable)
  3. Review the lead count before saving

Clear and meaningful group names help teams quickly identify and manage lead segments.


Step 5: Edit or Delete a Lead Group

  1. Click the Edit icon to update the group name or assigned leads
  2. Click the  Delete icon to permanently remove the lead group

Keeping lead groups updated ensures clean data and accurate campaign reporting.



1. What is a lead group used for?
Lead groups help segment and organize leads for better campaign targeting and management.

2. Can I edit a lead group after creating it?
Yes, you can edit the group name or lead assignment at any time.

3. What does the lead count represent?
It shows the total number of leads currently assigned to that group.

4. Can I delete a lead group with active leads?

Yes, but the leads will be ungrouped or require reassignment depending on system behaviour.

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