To effectively manage your leads in ActiveDemand, you have the option to organize them using Contact Segments and/or Contact Lists to filter Roobrik leads.
Using Contact Lists & Segments to filter Roobrik Leads
ActiveDemand assigns a lead source to each contact. However, in many cases, when individuals fill out a Roobrik form, it may not be the original source. If you want to view all contacts who have submitted a Roobrik form, you can use Contact Lists or Segments to filter by Submitted Forms.
For example, a lead has clicked on a PPC ad which brought them to the website, but then they completed the Roobrik survey featured on the website. The lead's original source would be PPC because ActiveDemand can associate that lead with their original traffic source.
Adding or Editing a Contact List or Contact Segment
- If you're creating a new Contact List or Segment, head over to the relevant section in your account. If you're making changes to an existing one, feel free to skip ahead to step 4.
- Select "New Audience" for a Contact List, or "New Segment" for a Contact Segment.
- Fill in the name and any other necessary information.
- To add a filter to an existing Contact List group or Contact Segment group, simply click on the plus sign (+) button.
- Under "Submitted forms," select "Form."
- In the middle dropdown, select "Is One Of."
- In the last text field, you can use the search terms "Roobrik" to filter your options.
- Select the Roobrik Form value that you are using. If you have multiple Roobrik forms, make sure to include all the relevant values in your filter.*
* Our ActiveDemand integration includes all Roobrik surveys. Feel free to disregard any survey that are not relevant to your needs.
Learn more about creating contact lists and segments by visiting this article.