Skip to content
Automotive AI Automotive AI AAI Documentation

List Generator

What is the List Generator?

Section titled “What is the List Generator?”

The List Generator allows you to build targeted lists from leads that are already in your Automotive AI system using filters and criteria. This is perfect for creating campaigns from your existing database without needing to upload new CSV files.

When should I use List Generator vs CSV Import?

Section titled “When should I use List Generator vs CSV Import?”

Use List Generator When:

  • Working with existing leads in your system
  • Creating targeted segments based on specific criteria
  • Running regular campaigns to the same audience types
  • Building lists from pipeline stages or lead sources

Use CSV Import When:

  • Adding new leads from external sources
  • Working with fresh data not yet in your system
  • One-time campaigns with new contact lists
  • Importing leads from other platforms

How do I access the List Generator?

Section titled “How do I access the List Generator?”

  1. Navigate to Bulk SMS

    • Go to /bulk-sms page
    • Select “Generate” view
    • Choose “List Generator” option

  2. Start Building Your List

    • Use available filters to narrow your audience
    • Preview your list before creating campaign
    • Proceed to campaign setup when satisfied

What filters are available?

Section titled “What filters are available?”

The List Generator provides various filtering options to help you target specific segments of your existing leads:

Pipeline-Based Filters:

  • Leads in specific pipeline stages
  • Contacts with certain statuses
  • Leads that haven’t been contacted recently

Source-Based Filters:

  • Leads from specific lead sources
  • Contacts from particular campaigns
  • Leads from different time periods

Engagement Filters:

  • Leads with specific interaction history
  • Contacts based on previous responses
  • Leads with certain engagement levels

How do I build an effective targeted list?

Section titled “How do I build an effective targeted list?”

Step-by-Step Approach:

  1. Define Your Campaign Goal

    • What are you trying to achieve?
    • Who is your ideal recipient?
    • What action do you want them to take?

  2. Choose Primary Filters

    • Start with your most important criteria
    • Focus on lead source or pipeline stage
    • Consider timing and recency

  3. Add Secondary Filters

    • Refine your audience further
    • Remove irrelevant contacts
    • Ensure compliance requirements are met

  4. Preview and Validate

    • Review the generated list
    • Check list size is appropriate
    • Verify contacts match your criteria

What are the benefits of using existing system leads?

Section titled “What are the benefits of using existing system leads?”

Data Quality:

  • Leads already validated in your system
  • Consistent formatting and structure
  • Integrated with your existing workflows

Compliance:

  • Existing opt-in status preserved
  • Previous interaction history available
  • Easier compliance management

Targeting Precision:

  • Rich filtering options available
  • Historical engagement data
  • Pipeline stage information

Workflow Integration:

  • Seamless integration with existing processes
  • Automatic status updates
  • Consistent lead management

How do I select leads by pipeline stage?

Section titled “How do I select leads by pipeline stage?”

Pipeline Selection Process:

  1. Choose Pipeline Selection Option

    • Select “Select by Pipeline” method
    • View available pipeline stages
    • Choose specific stages for your campaign

  2. Select Target Stages

    • Pick stages that match your campaign goals
    • Consider lead readiness and context
    • Ensure appropriate messaging for stage

  3. Review Selected Leads

    • Preview leads from chosen stages
    • Verify list size and composition
    • Proceed to campaign setup

Common Pipeline-Based Campaigns:

  • Follow-up with “New Contact” leads
  • Re-engage “Not Interested” leads
  • Target “Needs a Call” contacts
  • Reach out to “Engaged” prospects

What should I consider when building lists?

Section titled “What should I consider when building lists?”

List Size Considerations:

  • Start with smaller, targeted lists
  • Test messaging with limited audiences first
  • Scale up based on initial results

Timing Considerations:

  • Consider when leads were last contacted
  • Respect appropriate follow-up intervals
  • Plan sends during optimal times

Message Relevance:

  • Ensure message matches lead source/stage
  • Customize content for specific segments
  • Consider lead history and context

Compliance Considerations:

  • Verify opt-in status for all contacts
  • Respect previous opt-out requests
  • Maintain compliant messaging practices

Quick Reference

Section titled “Quick Reference”

List Generator Access

Section titled “List Generator Access”
  • Page: /bulk-sms
  • View: Generate
  • Option: List Generator

Best Practices

Section titled “Best Practices”
  • Start with clear campaign goals
  • Use multiple filters for precision
  • Preview lists before campaign creation
  • Test with smaller segments first

Pipeline Selection

Section titled “Pipeline Selection”
  • Choose stages matching campaign intent
  • Consider lead readiness and context
  • Customize messaging for selected stages

Ready to analyze your campaign results? Continue to Campaign Analysis to learn how to track performance and optimize future campaigns.