Guide will walk you through step by step instructions for manually loading a new file of leads into a new list using the pre-defined naming convention and sequence assigned to your account (aka client ID).
Each Dial Fusion client has an assigned 4 digit client ID that is the basis for the preferred naming convention in the system. Standard format for all new Lists is the 4 digit client ID followed by 001, 002, 003, etc. (results in 7 digit List IDs) Example, if your client ID is 8835, the first Campaign ID will be 8835001 and the first new list ID for this campaign will be 883501. Each additional list should follow the sequence in order, 8835002, 8835003, 8835004 etc. These naming rules assist the Dial Fusion support team in managing the back end administration and to quickly identify which Campaigns and Lists belong to which client.
LISTS
from left side MenuADD NEW LIST
LIST ID
in first open field. Be sure to enter the correct LIST ID
per required naming rules & sequence from your other lists. Example, XXXX for your client ID and then 001 or the next number in sequence.LIST NAME
, example DFXXXX <NAME>
where the X's are your client ID and <NAME>
is your file nameLIST DESCRIPTION
. Recommended entry is the date leads are loaded into system, example NEW LEADS LOADED MMDDYYYY
CAMPAIGN
from the drop down list of available CampaignsACTIVE
or leave N for INACTIVE
SUBMIT
LOAD NEW LEADS
from left side menu. NOTE: If you do not have permission to access this screen, contact your Dial Fusion account teamBROWSE
to find the file you want to load from your computerLIST ID OVERRIDE
to find and select the new list you just createdCUSTOM LAYOUT
so that you will be able to map fields based on the layout of your lead fileDUPLICATE CHECK
from the drop down based on your preference. The Most used option is CHECK FOR DUPLICATES LOADED IN LAST 30 DAYS IN ALL CAMPAIGN LISTS
USA-Canada Check
drop down menu to select preferred AREA CODE
, NANPA PREFIX
, or OTHER
option where the system will verify and validate all phone numbers inside your list during the load process. Invalid phone numbers based on your CHECK
selection will NOT be loaded into your listSUBMIT
to go to the layout/field mapping screenOK TO PROCESS
GOOD
leads loaded into list along with BAD
leads that are either duplicates based on chosen criteria OR invalid phone numbers or area codes. Do not leave this page while loading is in progress, otherwise you will be unable to see the results of your load!CONGRATULATIONS! NEW LIST IS LOADED AND READY TO BE DIALED!