Inject
Automatic sending of leads from HOLD based on defined conditions.
Inject is a feature for automatic sending of leads from the HOLD section based on defined conditions. This feature applies to leads that:
- Were imported into the system manually;
- Entered the CRM but didn't find a matching campaign for sending;
- Arrived in the system before the corresponding campaign was enabled. This feature lets you automate processing and minimize traffic losses.
To get started, go to the Inject section and create a new campaign by setting the following parameters:
| Parameter | Description |
|---|---|
| Name | the name of your campaign |
| Lead repeat count | set the sending interval, for example once every 100 seconds, to control the frequency of requests |
| Offers, Funnels, Country, Source, Users | specify parameters for precise lead selection. |
Once setup is complete, click Create. To view the parameters, follow the path Actions → View.
Option 1. Automatic lead import
In the campaign settings, fill in the table for sending leads by specifying the required parameters and conditions. This ensures automatic processing and sending of leads according to your requirements.
| Parameter | Description |
|---|---|
| Type | set the type to Hold to select leads from the corresponding section |
| Offers | specify the campaign to which the leads will be sent |
| Country, Users, Funnels, Source | define the sources for data extraction |
| Date | set the import date. We recommend adding one more day for accuracy, as shown in the screenshot above |
| New users | select this option if you want to send the lead on behalf of another user. |
After verifying the data, click Save and then Update. In the Date column, each lead will display the scheduled time of its future send. After that, activate the campaign.
Option 2. Manual addition via the Leads section
This method is suitable for quickly sending selected leads into processing.
- Go to the Leads tab;
- Select a lead category, for example, Hold;
- Select the required records or all leads at once;
- Click the Add to Inject button;
- Select your campaign;
- Go to the Inject tab and enable the campaign using the toggle.
