Managing leads effectively in Meera AI is essential for ensuring a smooth workflow and compliance with regulations like Do Not Contact (DNC) rules. In this guide, we’ll walk you through the steps for marking your leads as "Closed" or "DNC" within the platform.
Step-by-Step Process:
- Login to Your Meera Account
Begin by logging into your Meera AI account using your credentials. This will take you to the dashboard, where you can access all the features and options related to your campaigns. - Navigate to "Close or DNC Leads"
On the left-hand side of the dashboard, you’ll see a navigation panel. Under the "Campaign Leads" section, click on Close or DNC Leads. This section allows you to manage leads by marking them as "Closed" or adding them to the Do Not Contact (DNC) list. - Download a Sample CSV File
At the top of the "Close or DNC Leads" page, you will find an option to download a sample CSV file. Download this template to ensure you're using the correct format for uploading your leads.- Open the CSV file and add the phone numbers of the leads you want to mark as Closed or DNC. Make sure the phone numbers are entered in the correct format.
- Select Lead Action - Close or DNC
After updating the CSV file with the relevant phone numbers, return to the "Close or DNC Leads" page. You’ll find an option to Select Lead Action. Choose between the following options:- Close: This will close the leads in the selected campaign, meaning the leads will no longer be contacted in that campaign but could still be reached if they are uploaded into a different campaign.
- DNC: This will mark the leads as "Do Not Contact" permanently. Once marked as DNC, the leads will never be contacted again, even if they are uploaded into future campaigns.
- Upload the CSV File
Once you’ve selected the appropriate action (Close or DNC), upload the CSV file you modified earlier by clicking the Upload button. Ensure the CSV contains only the leads you wish to modify. - Submit
After uploading the CSV file and reviewing the selected action, click on Submit. The platform will process your request, and the leads will be updated accordingly.
Important Notes:
- Action: Close: When you select "Close," it only affects the current campaign. If the lead is uploaded into another campaign, it can still be contacted.
- Action: DNC: Marking a lead as DNC means the lead will be completely blacklisted across all campaigns, and Meera AI will not attempt to contact the lead, even if uploaded into a different campaign.
By following these steps, you can efficiently manage your leads and ensure compliance with customer preferences and legal requirements.
If you have any questions or require assistance please send us a quick email at help@meera.ai