Overview
Distribution Lists are used to efficiently manage lead delivery when working with extensive lists of zip codes, postal codes, or similar criteria. These lists allow you to route leads to the appropriate client based on specific lead field values.
Key Functionality
Criteria-Based Routing
Define a Link Field and Link Value to determine which leads match the distribution list for routing.Scope Control via Lead Type
Each distribution list applies only to the specified Lead Type, ensuring accurate targeting.Default Client Fallback
If a lead doesn’t match any entries in the list, the system sends it to the designated Default Client to ensure no leads go undelivered.Status Management
Set a list as Enabled or Disabled depending on whether it should be active.
How to Use This Feature
Create a New Distribution List
Navigate to Settings → Distribution Lists and click New to begin creating a list.
Enter List Details
Description – This is where you assign a description for your distribution list.
LeadType – Select the Lead Type that this list will apply
LeadField – What field will this list be using for criteria
Link Field - Field on the lead that should be used as criteria to qualify this list for a lead. For example, the Link Field of Country could be used to select a certain list for different countries.
Link Value - The value of the link field is used to qualify this list against the lead. For example, A link field value of "The United States" with a Link Field of Country would verify that the lead has the United States as the value of the country and would not apply this list unless that condition was met.
Default Client – This value is used to determine where the lead should go if no list items apply to the lead. For Example: If a postal code list is being scanned, and the postal code is not found in the list. Then send the lead to the client selected to ensure there are no non-delivered leads.
Status – Enabled or Disabled
To set up a Distribution List, click on Settings. From the settings tab, click on Distribution Lists.
Add or Import Assignments
In the Items tab:
Once you have imported your zip codes or postal codes, you can edit or update the assignments for this list through the top menu of the Items tab.
Use Add New Assignment to manually add zip/postal codes.
Use Import Assignments Refresh to upload codes from an .xlsx or .xls file.
Use Remove Assignment to delete entries.
Best Practices
Use Clear Descriptions: Craft list names that are self-explanatory for easier management and understanding.
Maintain Consistency: Keep your Lead Field, Link Field, and Link Value naming consistent to avoid routing errors.
Test the Routing Logic: Before relying on a list in production, test with sample leads that both match and don’t match criteria.
Enable Only Active Lists: Set unused lists to “Disabled” to prevent conflicts or unintended routing.
Troubleshooting
Leads Not Routing as Expected
Ensure the Link Field and Link Value match exactly what is contained in the lead data. Double-check for typos or mismatches.No Fallback Occurring
Confirm a valid Default Client is selected; otherwise, non-matching leads may not be delivered.Unable to Import Assignments
Verify that your file is in a supported format (.xlsx or .xls) and follows the correct structure.