List mixes are a great way to run multiple lists on one campaign - allowing you to manage the number of leads each list adds to the hopper.
*Note, this is an advanced feature.
The first step is to review your Dialable Statuses. Navigate to Campaigns > Campaign and then click on "Dial Status". Select the statuses you wish to dial. This will save you time later in the steps.
The next step is to create the list mix.
Navigate to Campaigns > Campaign List Mix. You will see your campaigns listed here. Click the + icon next to the campaign where you want to setup the list mix.
From here you will give the mix a List mix ID, List mix name, and List mix method, select at least one dialable status and the first list you want added to the mix. You will add other lists in the coming steps.
The Mix Method options include:
Even Mix- this will mix the list in order that you set
Random- will mix these in a random order
In Order- this will mix them in the order set by rank
We recommend the use of "Even Mix"
After you create the mix you will then need to click on the mix to configure the lists and rules.
In order for this to work correctly you will need 2 or more lists added to the mix. Click the drop down on the list and select the list you want to add to the mix and click add.
The next step is to set the percentages. The total must equal 100%. You should always be aware of the percentage you assign in relation to the number of leads on the list. You do not want a list with a minimal amount of leads to be set at a higher percentage.
Next, choose the statuses to be dialed. If you call from our first step, we selected the dialable statuses. Those are shown in the "All" category.
*Pro tip: Click the ALL button and it will add all statuses in the lists vs doing them one by one. If you want a list to only dial certain statuses you can select those on the right hand side.
We are almost set!
The second to last step is to activate the list mix. To do this all you will need to do is click on one of the SET ACTIVE buttons under STATUS.
The last step is to set the List Mix to active on the Campaign. Navigate to Campaigns > Campaigns > Modify. Move down to the list options and then use the List mix drop down to select the list mix.
Important things to know about List Mix:
- Make sure lists set to a high percentage contain a large amount of dialable leads.
- Set the correct statuses to dial out.
- Reset the hopper once you install the new list mix to flush out old leads not in the mix.
If you are still having trouble, reach out to the Ytel support team at 800-382-4913 option 1 , email support at email@example.com or you can click the live chat button at the bottom right of your screen