Dynamic Lists fetch their contacts by querying your CRM every few minutes and fetching the contacts that match the specified List Criteria. Dynamic Lists are great because once you define them, they will continue to feed your calling activities with no extra effort -- any new contact in your CRM that matches the criteria will be added to your list next time Ring.io queries your CRM.
To access a Dynamic List, from the List Dialer tab, click on the Contacts button to the right of a List name.
The first step is to select what CRM object you would like Ring.io to query. Some common examples: Lead, Contact, Account, Task... If you don't see the object you would like to use, click on the Data Collection tab, then Voice Objects, then Import from CRM... and select the object there. Once you import the object definition, it will be available for list building.
Next, pick a field that you would like to filter on, such as lead Status, and define a text string that should match. You can pick any of these operators:
Operators available to query Salesforce
- = (equals) - field must match the text you entered exactly
- ≠ (does not equal) - field must not match the text you entered
- like (contains) - field must contain the text that you entered. You can use the % symbol to match anything. For example, Sam% will match 'Sam', 'Sammy', 'Samuel' and 'Samantha' but not 'Bob'
- in (one of these values) - interprets the text as a list of possible valid values. Separate the list with commas. For example, if the text you enter is 'Bob, Mary, Joe', then any contact where the value of this field is 'Bob' or 'Mary' or 'Joe' will match, but 'John' will not match (or 'Bob, Mary')
- < (less than) - if the field is numeric, and the value is smaller than the value you enter, the contact will match. If the field is alphabetical, both values are sorted alphabetically. If the string precedes the value you entered, the contact will match.
- > (greater than) - if the field is numeric, and the value is greater than the value you enter, the contact will match. If the field is alphabetical, both values are sorted alphabetically. If the string follows the value you entered, the contact will match.
- ≤ (less than or equal to) - similar to less than, but also matches if the value of this field matches the value you entered.
- ≥ (less than or equal to) - similar to greater than, but also matches if the value of this field matches the value you entered.
Operators available to query Zoho CRM
- starts with - field must start with the text that you entered (similar to the like operator in Salesforce). You must enter at least 2 characters.
- in (one of these values) - interprets the text as a list of possible valid values. Separate the list with commas. For example, if the text you enter is Bob, Mary, Joe , then any contact where the value of this field is Bob or Mary or Joe will match, but John will not match (or Bob, Mary)
Define how frequently to refresh the list. Bear in mind that the more frequently Ring.io refreshes your list, the more CRM API queries will be used. A good rule of thumb is to refresh frequently high priority lists and to refresh infrequently lower priority lists. For example, a list containing leads that just submitted a Contact Us form on your website should be refreshed every 5 minutes, but a list of leads that you bought from a list provider doesn't need to be refreshed that often.
In order for a contact to be included in a List, all List Criteria must be matched.
If you are a Salesforce Administrator comfortable with SOQL (Salesforce query language), you can click on Advanced and type your query directly. Contact our Support team for a few useful examples.
This dropdown defines how contacts returned by the CRM are sorted. For example, sort your contacts by Lead Score so your reps will call the highest scoring leads first.
Other List Features
- Build retry logic with Cadence
- Protect your reps from making calls at inconvenient times with Time Zone Protection
- Map custom CRM fields and custom CRM objects to your list with Field Mapping