Aloware Admin simplifies the process of managing and tracking contact engagements, making it easy to enhance your customer interactions and boost business productivity.
Whether you're dealing with new leads or nurturing ongoing relationships, Aloware Admin provides a clear overview and actionable steps to keep your contact lists current and effective.
Understanding Net New Leads
"Net new leads" are new potential customers or contacts recently added Aloware. These leads have never been engaged with or recorded by your business before. They are fresh opportunities for you to reach out and potentially turn into customers, helping you distinguish between new prospects and previously engaged contacts.
Key Engagement Metrics in Aloware Admin Dashboard
Total Contacts Engaged - Immediate insight into the scale of your customer interaction.
Net New Leads Engaged - Quickly identify newly engaged potential customers.
Net New Leads Unengaged - Effortlessly track leads that have not yet been engaged.
These features allow businesses to tailor their engagement strategies more effectively, ensuring that every lead is appropriately managed and that no opportunity is missed.
Step-by-Step Guide to Managing New Leads
Viewing Net New Leads Unengaged
Open Aloware Talk and navigate to the 'Contacts' menu.
Select 'Create a My Lists'. Opt for a dynamic list to ensure your data remains updated automatically.
Click 'Filters' and set the 'Count of Communications' to equal 0. This filter helps you identify all-time unengaged net new leads.
To align your list with the Aloware Admin dashboard figures, add another filter for 'Last Engagement' and set it to 'Last 7 days'.
Save your list to finalize.
Managing Net New Leads Engaged
Create another list in Aloware Talk using similar steps as above.
Adjust the filter so 'Count of Communications' equals 1, and 'Last Engagement' remains set to 'Last 7 days'.
Save this list to keep track of newly engaged leads.
Tracking Contacts Engaged
Contacts engaged in Aloware Admin shows the new leads engaged and unengaged, to show the contacts:
Follow the above steps but adjust the filters to:
"Last Engagement" is equal to "Last 7 Days" AND
"Count of Communications" is equal to "0"
OR
"Last Engagement" is equal to "Last 7 Days" AND
"Count of Communications" is equal to "1"
By following these simple steps, you can effectively manage your contacts, ensuring that all leads, whether new or previously engaged, are properly handled. This proactive management not only saves time but also enhances the effectiveness of your customer engagement strategies.