Leads - Using Filters to Archive Inactive Leads

Effective lead management is essential for any marketing strategy, especially in tools like SprintHub, which offers robust features to filter and archive leads. Inactive leads, or those who no longer interact with your company, can harm organization and campaign performance. The archive leads function, together with the use of custom filters, helps keep your database clean and up to date.

What are Inactive Leads?

Inactive leads are those who, for various reasons, do not show interest, no longer engage with campaigns, or do not move forward in the sales funnel. They may have stopped opening emails, no longer visit landing pages, or never attended scheduled meetings or events. In the image shown, we see how it is possible to use advanced filters to identify and archive these leads efficiently by applying criteria such as:

• Having or not having an open opportunity: Leads without an opportunity may be candidates for archiving.

• Form submissions: Leads who have not submitted or interacted with recent forms.

• Landing page visits: Those who have not visited your conversion pages.

• Attendance at meetings or events: Leads who did not attend scheduled meetings.

How to Use Filters to Archive Inactive Leads

SprintHub offers a powerful filters panel that can be adjusted as needed. In the presented example, there are a number of conditions that can be used to identify inactive leads. By defining these criteria, it is possible to select a set of leads that meet these characteristics and archive them in bulk.

The filters allow actions such as:

• Filter by opportunities: Leads who do not have open opportunities are great candidates for archiving, avoiding wasting time on contacts that do not progress in the funnel.

• Support and forms: Identify leads who have not interacted with any form or landing page in recent months.

• Attendance at meetings or events: Effective filter for leads who scheduled appointments but did not show up.

Archiving Inactive Leads

Once inactive leads are identified through the filters, the next step is to archive them. The archiving process in SprintHub is quite intuitive and ensures that these leads will no longer be included in CRM automations, customer service, or email marketing campaigns until they are restored.

Step by Step:

1. Lead Selection: After applying the necessary filters, select the leads you want to archive.

2. Archive Option: In the actions menu, choose "Archive selected."

3. Archive Confirmation: A confirmation window will be displayed, ensuring that you are aware of the consequences of this action, such as the interruption of any automation for these leads.

Final Considerations

Using filters to identify and archive inactive leads is a recommended practice for any team seeking to maintain an effective database. SprintHub facilitates this process, ensuring that your communication strategy remains focused and efficient. However, it is important to ensure that leads with active opportunities or recent interactions are not accidentally archived, using the filters judiciously for this purpose.

This approach contributes to more assertive communication, saving time and resources and, above all, fostering a more productive relationship with your leads.