ClickDimensions has many great system views included with the solution that let you see anyone who has clicked a link in an email, registered for an event or taken other actions. With custom views, you can drill down even further into what actions your contacts are taking to determine specifically who’s doing what – for instance, seeing whose emails aren’t sending, when a lead has reached a certain score or when a contact has left you a bad review.
Showing Sales Leads That Have Met a Score Criteria
There isn’t currently an out-of-the-box system view in ClickDimensions that displays leads based on lead score. If you are now or will soon be using our lead score functionality to categorize your leads, this view is a must and can potentially become a foundation for many other similar views. If you have a certain score value that determines when sales teams should take action on a lead, try constructing this view based around those score values:
- Navigate to the lead entity and select New System View.
- Name your view and open the Edit Filter Criteria option.
- Next, you will want to edit the query to only pull leads into the user’s view that have a lead score higher than a particular value (in this case we used 2,000).
- You can also use this view to pull in new leads who have yet to reach a particular value after a certain amount of time.
Showing When Your Contact/Lead Records Aren’t Receiving Emails
When an email event returns with a particular value in its Type field, this could indicate that the email never reached its intended recipient. The Type values in this section include soft and hard bounces which will stop an email from being read by the intended recipient, so including all these values in the view’s query will allow you to see when a contact/lead is running into issues. Making this view will grant you a safety net for catching leads/contacts early when they aren’t receiving emails.
- Set the view criteria to include the email events for your contacts and leads. Make sure the email events include when they were created (in this example, we will use a weeks’ worth of time) and their type as shown below. Also, be sure to add a condition to only search for contacts/leads owned by the user.
When adding the variables for Type, you will want to include:
- Invalid Recipient
- Soft Bounce
- DNS Failure
- Mailbox Full
- Too Large
- Admin Failure
- Generic Bounce: No RCPT
- Generic Bounce
- Mail Block
- Spam Block
- Spam Content
- Prohibited Attachment
- Relay Denied
- Transient Failure
Showing a Contact or Lead’s Negative Rating
If you are using a ClickDimensions survey that includes a Rating type question, you can use this view to highlight leads and contacts who have had a less than positive experience with your organization. This view is great for quickly identifying unsatisfied customers, and just as swiftly reach out to them and remedy the issue. Open your New System View option and create a new query.
- When creating a new query, this time you will want to query the contacts/leads using Survey Answers. Once you have selected the Survey Answer section, make sure the Survey Answer you select is a Rating type question.
- Once you have selected the rating type question, you will want to include a row for every negative value the rating question offers.
- After adding all the values, group them as OR, so the query will pull a contact into the view if they have submitted any of these values.
You can customize this view even further by specifying a survey name in the query. This will only pull contacts/leads that submitted a survey answer found only on that specified survey.