E-Marketing for the Sage SalesLogix Client: Call Lists Tab

This page explains the features of the Sage SalesLogix E-Marketing Call Lists tab.

Call Lists are ranked lists of your most interested contacts based on their interaction with a specific email campaign or a combination of email campaigns.  For instance, if Joe opens your email three times and clicks on four different links in the email, he is considered a “Hot” contact, whereas Jane—who opened your email once and clicked on no links—is considered only a “Mild” contact.  Joe’s name therefore appears higher on the Call List than Jane’s, because Joe has shown more interest in the email.  (In other words, the amount of opens and clicks a recipient has is a good indicator of their interest in your email.)  The Call List is automatically sorted from the highest score to the lowest score, so that you can contact your most interested leads first.

  1. In the “Filter for email history records” section, select specific targets you want to include in the Call List.  Select by Contact groups, Lead groups, Campaigns or existing Sage SalesLogix email blast tags.  Note: you are required to make a selection in this section.
  2. In the Filters section, filter based on who the email was sent by, who the targets have been assigned to, when the score was updated, the score itself, or the email status (with options for bounces, clicks, opens, and so on).  Note: the filters in the Filters section are optional.
  3. When you are finished setting your filters, click Generate Call List, and the Call List will appear in the lower half of the screen.
  4. Once your Call List is created, click “Create Call List group…” to create a new Sage SalesLogix Group out of the targets shown on the Call List.
  5. Click Export to export the entire Call List in Excel format.
  6. The Account button allows you to adjust certain options on your Sage SalesLogix E-Marketing account.