To split a large calling list into a smaller list through Godial, you can manage this manually within Godial’s platform or through external tools like Google Sheets or CSV manipulation before importing.
Splitting large calling lists into smaller, manageable lists can make it easier for your team to stay organized and efficient, especially when managing large-scale campaigns in tools like GoDial or any CRM. Here’s a guide on how to split large calling lists into smaller lists.
How to Split Bigger Lists into Smaller Lists on GoDial
GoDial makes it easy to manage calling lists and provides features that allow you to split larger lists into smaller ones. Here’s a step-by-step guide on how to do this within the platform.
Step 1: Log in to Your GoDial Dashboard
To start, log in to your GoDial account.
- Go to GoDial and enter your login credentials.
- Once logged in, navigate to the Lists section, where you manage all your calling lists.
Step 2: Upload or Select Your Existing Calling List
If you already have a large calling list uploaded in GoDial, select it from the list management dashboard. If you haven’t uploaded a list yet, follow these steps:
- Upload Your List: Click on the Upload List button, where you can upload a CSV file containing all your contacts.
- Check the Data: Once the list is uploaded, review the contact details to ensure everything is in the correct format. Make sure the contact fields (like name, phone number, email, etc.) are properly aligned.
Step 3: Determine the Size of the Smaller Lists
Decide how many smaller lists you want to create and the size of each list. For example, if you have a list of 1,000 contacts and you want to split it into 5 smaller lists, each will contain 200 contacts.
Step 4: Use GoDial’s List Segmentation Feature
GoDial offers a built-in feature to segment or split lists. Follow these steps:
- Open the List Splitting Option: In the Lists section, select the large list you want to split.
- Click on Split List: You should see an option that says Split List or something similar depending on the version you are using. Click on this option.
- Set the Number of Smaller Lists: GoDial will prompt you to choose how many smaller lists you want to create. You can either:
- Set a specific number of smaller lists (e.g., 5 lists), or
- Specify the number of contacts per list (e.g., 200 contacts per list).
- Click Split: Once you input your desired settings, click on the Split button to initiate the process.
GoDial will automatically divide the contacts from the larger list into smaller lists based on the criteria you set. Each smaller list will be assigned its own name, such as List 1, List 2, etc.
Step 5: Assign the Smaller Lists to Call Agents
Now that the larger list is split into smaller lists, you can assign these lists to different agents or teams. Here’s how:
- Go to the Assign Lists Section: In your GoDial dashboard, go to the section where you assign lists to your agents.
- Choose a Smaller List: Select one of the smaller lists you just created.
- Assign to an Agent: Choose which agent or team you want to assign the list to. You can do this for all the smaller lists.
By assigning lists in this way, you can ensure that each agent has a balanced workload.
Step 6: Monitor the Progress of Each List
GoDial provides real-time monitoring of your agents’ progress, allowing you to track the number of calls made, call outcomes, and lead status for each list. Since you’ve split your larger list, this monitoring becomes much more manageable:
- Track Progress: Go to the Reports section in GoDial, where you can track the progress of each individual list.
- Analyze Performance: You can see how each agent is performing with their assigned list. If necessary, you can reassign some lists or balance the workload if certain agents are progressing faster than others.
Why Split Larger Lists into Smaller Lists?
1. Improved Organization
When you split a large calling list, it becomes easier to assign contacts to individual agents. Rather than giving an agent thousands of leads at once, you can distribute smaller, more manageable lists, making their workload more organized and easier to track.
2. Better Performance Monitoring
Smaller lists allow you to track progress more efficiently. You can monitor the number of calls made, leads generated, and other key performance indicators more easily when the lists are broken into smaller chunks.
3. Balanced Workload
By splitting the lists, you can ensure that each team member has a balanced workload. You can also assign lists based on different criteria, such as region, type of lead, or priority, ensuring that the work is evenly distributed.
4. Enhanced Focus
Agents can focus better when working on smaller lists, as they don’t feel overwhelmed by the size of the task. This helps boost productivity and improve call quality.
Conclusion
Splitting larger calling lists into smaller lists in GoDial is a simple yet powerful way to optimize your telemarketing and sales campaigns. By using GoDial’s built-in list segmentation features, you can easily divide large lists into smaller, more manageable chunks, allowing for improved organization, balanced workloads, and better performance tracking.
Whether you’re running a small campaign or managing thousands of leads, breaking down your list will help your team stay focused and productive. By following the steps in this guide, you can effectively manage large-scale campaigns, assign lists efficiently, and monitor progress more effectively.
Start splitting your lists today in GoDial and enhance the efficiency of your telemarketing operations!
If you have further queries you can contact our support team and we will help you out. You can mail us at support@godial.cc