Segmenting Leads for Targeted Marketing

Learn how to segment leads in EduCtrl CRM using various filter criteria to create targeted marketing lists and improve your campaign effectiveness.

Prerequisites

• Access to the Leads module
• Basic understanding of filtering options in EduCtrl CRM

Step-by-Step Instructions

1. Navigate to Leads section from the left-hand menu.
2. Use the filter options at the top of the page to segment leads by criteria such as:
   • Lead Status
   • Assigned To Staff
   • Country of Residence
   • Branch
   • Country Interested In
   • Study Level Interested
   • Course Interested to Study In
   • Intake
   • Service Interested In
   • Created Date
   • Next Follow-up or Counselling Date
   • Lead Source
   • Tags
   • Lead Age Greater Than (number of days)
   • No Activity Since (date)
   • My Leads Only (filter leads assigned to you)
   • Leads with No Follow-up
3. Combine multiple filters to create precise lead segments.

4. Click Apply Filters to view the filtered leads list.

   

5. Use the Download Leads option to export the filtered lead data in formats such as CSV or Excel.
6. Use this data for targeted marketing campaigns, automation workflows, or further analysis.

Tips & Best Practices

• Segment leads by geographic location to tailor region-specific campaigns.
• Use lead status and activity filters to focus on hot or dormant leads.
• Regularly update your filters to keep your marketing lists current and relevant.

Troubleshooting or FAQs

Q: Can I export the filtered leads?
A: Yes, use the Download Leads option to export filtered leads in multiple formats.

Q: How do I apply multiple filters?
A: Select desired options in each filter category, then click Apply Filters to narrow down the lead list.