Filter management allows filtering incoming leads, calls, calls & leads by multiple phone numbers for each buyer campaign.
This option can be useful to prevent buyers from receiving the same calls from multiple different partners, and block callers that are known as low-performing and unlikely to enroll in a product.
Phone number formats for filtering
To configure filter rules based on phone number, use the following formats:
- Lead and call & lead campaigns: use plain 10-digit format:
- Call campaigns: use phone format starting with +1
Upload a file with phone numbers
You can upload a TXT file with phone numbers, separated by commas.
Make sure that phone numbers for call campaigns must include +1:
While the same list of phone numbers for lead and call & lead campaigns phone numbers go without any prefixes:
Select Phone number attribute and Fully matching one of match type.
Then drag'n'drop the file of click to select:
As soon as the file is uploaded, a message appears in the top right corner of the screen:
If your file contains more than 50,000 symbols, the following message is displayed instead of the field:
To make additional edits to your file, download it, and upload it back to the platform when you're done.
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